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  1. Click to "Salesforce and Microsoft CRM" Setup tab on the left hand corner of the Profiles section of DBSync Replication Portal.

  2. Don't change the "Environment and Soap end details", all these details are pre-filled.

  3. Next, enter the "Username" and "Password" credential for Salesforce and Microsoft CRM.



  4. "OR", "Other option for Salesforce" Click on connect to Salesforce (OAUTH) to enter Salesforce login credentials like "Username" and "Password" to connect the Salesforce Application.

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  5. Click on Test Connection button to validate your Source Application login details. 


  6.  click on Save button to save your Source Apps login details.

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