Add a salesforce account

  • Click on the import button (top left)
  • Then in the right import menu, click on the dropdown and choose "New data source"
  • Choose Salesforce
  • Give a nickname
  • Click on authorize on the popup that will appear
You'll need to be an admin of your salesforce account to connect it to Actiondesk
To access the right menu while keeping the guide open, feel free to move the guide (see gif)