Tesorio

This article describes how Salesforce integrates with Tesorio

Salesforce Integration

Follow these steps to integrate the Tesorio widget into Salesforce

The Tesorio Widget in Salesforce

Tesorio connects to Salesforce via an API user with the correct permissions. This setup ensures that Tesorio can securely read the customer and account information needed for your instance. Follow…

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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