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SFDC Setup Instructions

Introduction to SFDC

It is recommended to be familiar with SFDC prior to the setup with Trax.

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1. SFDC must be implemented at the client's side

Trax Authentication Configuration

  1. Create Trax application on SFDC:
    The following data is required to be configured when creating the Trax application in SFDC


  2. Once the Trax application is created, the following will be provided by the client: 

    • Consumer key​

    • Consumer secret

  3. The client will provide a test user that Trax will use to test the connection

  4. When all tests are successful, the authentication setup is completed

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