Table of Contents


Yasuhiro Miyoshi Updated by Yasuhiro Miyoshi

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Integration setup

Search with Salesforce on the integration screen of the Admina by Money Forward.

Go to the Salesforce login screen and enter your Salesforce login email address and password.

Enter any name for the workspace name and click Integrate .

The approval screen will be displayed as shown below. Click Allow .

If the link is successful, the registered user information will be displayed in the account list.

If it does not complete normally, edit it from the status tab of the integration screen and try the linkage again.

If you can't solve it, please contact us via chat 🙏

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