If you want to have all captures automatically sent to Salesforce, you'll need to take the following steps to setup the initial integration
- Log in to your Back Office
- Click Manage account at the top right
- Click "My Integrations"
- Click on "Setup a New Integration"
- Name the Integration Account and select "Salesforce Advanced" in the "Select Your Integration/Service Provider" and click "Submit and Continue"**
- On the Salesforce website login with your username and password
- After clicking Log In you will be returned to the iCapture Back Office
** iCapture has a updated Salesforce integration called "Salesforce Advanced". You will still see the "Salesforce (legacy)" option but do not use it unless otherwise instructed.