Installing the Alyce for RollWorks Integration via Salesforce

The Alyce for RollWorks integration can be connected via Salesforce or HubSpot. Your RollWorks instance will need to be integrated with your Salesforce or HubSpot instance to use the Alyce for RollWorks integration. Please double-check that you have completed the RollWorks integration with Salesforce or HubSpot before proceeding with this guide.

Step 1: Go to Organization Settings within your Alyce instance.

Step 2: Within your Organization Settings, find the “Rollworks” integration within the “Automations” section of your Organization Settings and click “Connect”.

Step 3: Expand the “Manage your RollWorks integration via Salesforce” section (if not already expanded), and click “Connect”.

Note: If you are connecting to a Salesforce Sandbox, change the “Sandbox” dropdown to “Yes”.

Step 4:Enter your Salesforce credentials and “Login” to your Salesforce instance. When prompted to “Allow Access?”, click “Allow”.

To confirm that you have installed successfully, you should see a check-mark and “Connected” status next to your RollWorks integration. 

Congratulations, you have successfully installed and enabled the Alyce for RollWorks integration! 

For the next steps and to start configuring your recipes, check out this guide.

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