An active Salesforce account

An active Salesforce account is required for this integration.

Note: If you already have an active account and a contact in Salesforce account, you can skip this step.

If an account needs to be created, please follow the steps below:

1. Visit https://www.salesforce.com and click “TRY FOR FREE”.

1. This will take the user to the screen below. Fill out the relevant details and complete the registration process.

   
2. Once the registration is complete, you'll receive an email from Salesforce regarding account verification. Click on Verify account and follow through the 'Reset Password' step it guides you to.

Upon successful completion, you'll be redirected to salesforce login page. Login using the credentials you just registered with, and you should be able to access Salesforce dashboard.

Congratulations, you've successfully created an Salesforce account.

Now, let's create a contact in Salesforce. We'll use this contact to retrieve data in iX Hello custom app.

Create a contact

On the Sales section, find Contacts menu. Click on ‘New’. Note the First Name and Last Name you enter here for your test purpose.