Customize > Salesforce Orgs

You can use the Salesforce Orgs area to manage the Salesforce Org IDs of the Salesforce
organizations whose users are allowed to access your Xactly applications.

Screen

screen-shot-2016-11-03-at-1-40-36-pm

Salesforce Orgs Screen

Fields

The following table describes the required information you need to specify when managing
Salesforce Orgs:

screen-shot-2016-11-03-at-1-42-52-pm

How to…

This section describes the tasks you can perform when managing Salesforce Orgs.

Manage Salesforce Orgs

Click the Setup tab, then click Customize > Salesforce Orgs in the secondary menu.
The Salesforce Orgs screen appears.

• To add a Salesforce Org to the list, click the screen-shot-2016-11-03-at-1-54-43-pm button and type the Org
ID and Org Name in the corresponding fields.
To find a Salesforce Org ID, choose Setup > Administration Setup > Company Profile
> Company Information within Salesforce. The Salesforce Org ID is in the Salesforce.com
Organization ID field (in the Organization Detail section).
• To remove a Salesforce Org from the list, click thescreen-shot-2016-11-03-at-1-17-52-pm button for the corresponding
organization.

Click the screen-shot-2016-11-03-at-1-22-06-pm button to save your settings. Alternatively, click the screen-shot-2016-11-03-at-1-55-29-pm
button to revert without saving your new settings