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  • On theSalesforce/Microsoft CRM Setup tab, enter your Source Apps login details as shown below. Click onTest Connection button to validate your Source Apps login details. Upon getting a success pop-up window, click onSave button to save your Source Apps login details.

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  • Click on thenextbutton to navigate toDatabase Setup tab once all the Source Apps login details are validated and saved.

  • On theDatabase Setup tab, fill in all the necessary details and follow the same procedure for testing and validating your Database credentials.

  • Once completed, click onNextbutton to proceed toAdvanced Settingstab to write the email Id to get the Notifications.

  • Provide Recipient email address details under Email Recipients section respectively.

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