Getting started with your free trial of InsightSquared for Salesforce.com[framed_box bgColor=”#ffffff”]
Part 1//Salesforce.com Login Info
InsightSquared works with all Salesforce.com editions besides for Contact Manager. We work with Group, Professional, Enterprise, and Unlimited.
To get started, we’ll need a Salesforce.com login with admin privileges.
LOGIN EMAIL ADDRESS
We strongly recommend creating or using a Salesforce.com admin account that’s only used to give access to 3rd party tools such as InsightSquared. Salesforce.com typically requires “real” users in your organization to change their password regularly, which would cut off InsightSquared’s access to your data, or of course that person could leave your organization. For the same reason, it’s best for the account to have the “Password never expires” permission.
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Part 2//The Salesforce.com Security Token
We’ll also need your Salesforce security token to enable access through the Salesforce API. There are a few different ways you can do this.
In Salesforce, click Your Name » Setup » My Personal Information » Reset Security Token, then click the Reset Security Token button. The new security token will then be emailed to the email address on your Salesforce user record. This process may break Salesforce integrations with other 3rd parties (such as HubSpot) that you may have previously established.
Your Salesforce administrator can access your token and send it to you.
When the token was first generated by Salesforce, you should have received an email with it included.
That’s it! This should give us everything we need to get you started! An InsightSquared sales rep will follow up with you shortly to kick off your trial in a few days.