Northpass Salesforce Integration

Customer Education (fka Northpass) Salesforce Integration

Perform the following steps to learn how to set up Salesforce within your Northpass account.

1. Click on the App Launcher to then navigate & click on the Northpass Setup Assistant application.

2. Click the Get Started button

3. Navigate to Northpass to obtain your unique Northpass Application Secret.

4. Within Northpass, click on the Apps tab and then click Integrations.

5. Locate the Salesforce V2 app & click the Configure button

6. Toggle the enablement button on from left to right, which will uncover the status of your integration as well as your Northpass Application Secret.

7. Copy & paste your Northpass Application Secret & add into the associated field within Salesforce & click the Next button.

8. Click the Authorize button, which will then prompt you to enter your Salesforce credentials in to serve as the authorization.

9. Once the authorization is complete click the Finish button.

10. You can also confirm the successful status of the integration configuration, by navigating to the Salesforce - V2 app within Northpass to confirm that a green checkmark is now present within the Integration active field.

11. To get back to your Setup screen in Salesforce, click the gear in the upper-right-hand corner