# An active Salesforce account

An active Salesforce account is required for this integration.&#x20;

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**”.

<figure><img src="/files/zknEjNTJp9Nmqt59iZuR" alt=""><figcaption></figcaption></figure>

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

   <figure><img src="/files/pjWW3d0FqKZb3ohKdl92" alt=""><figcaption></figcaption></figure>
3. 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.

<figure><img src="/files/IFy0P6MHYbRYDMDGgwtD" alt="" width="563"><figcaption></figcaption></figure>

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.&#x20;

**Create a contact**

&#x20;On the **Sales** section, find Contacts menu. Click on ‘New’. Note the First Name and Last Name you enter here for your test purpose.

<figure><img src="/files/yDNuUfYK8nBuWCchJkI0" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/SfhOgcTImmsLh8yKvs4M" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/rmCVYK8BDcGTg2qkG7oP" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.ixhello.com/ixhc/general/use-cases/contact-finder-with-salesforce/pre-requisites/an-active-salesforce-account.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
