Establish a Salesforce Connection

You must set up a Salesforce Connection before TrueContext can share data with your team’s Salesforce org. The topics in this section describe the necessary prerequisites and configuration to connect to the Salesforce system.

These topics also describe how a Salesforce Connection determines the Salesforce environment that receives and sends data through data sources Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. and destinations.