How to use
The process to set up the Salesforce integration is straightforward:
- Log in to your Valuecase dashboard and go to the integration settings.
- Find the Salesforce integration option and click on the ‘connect’ button next to it.
- Give our app the necessary permissions by clicking ‘approve’.
Remember, you might need admin approval in some cases.
use case example
Embed Monday.com boards for clients to track the progress of projects
Project management, Onboarding
Agencies, Consultancies, Startups