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  1. After successful import of the Salesforce & Microsoft Dynamics NAV into your account, the user is re-directed to connector listing page.
  2. You will see MS NAV & Salesforce connectors.
  3. Click on the Edit of the MS NAV to configure NAV connector to connect to your NAV instance.
    1. Nav requires following parameters to connect to your NAV instance.
      1. username: The username to connect to MS Dynamics NAV instance.
      2. password: The password to connect Navision is hosted
  4. Click on Save and Validate Connection to save and validate your NAV connector.
  5. Click on the Edit of the Salesforce connector to connect to your Salesforce instance.
    1. select the End Point you wish to connect toand under Quick Setup tab click on Connect to Salesforce button which will open up the Salesforce pop up window. 
      1. username: Input the username of the salesforce instance you wish to connect with
      2. password: The password to connect with your salesforce instance. 
  6. Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect in Quick Setup tab. Then, connect using credentials with which you wish to connect with.
  7. You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill in the Salesforce Username, Password & Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary changes in Advanced Properties and click on Validate Connection again.
  8. Click on Save and Validate Connection to save and validate your salesforce connector.


Panel

Running the integration

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