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1

From the Insight login page, click Login with Salesforce:

Result: The Salesforce login page is displayed:

2

Are you already logged in to Salesforce?

  • If yes, skip to the next step.

  • If no, enter your Salesforce credentials and click Login.

Result: The Allow Access window is displayed.

3

To allow Insight to access your basic Salesforce information, click Allow.

Result: The Insight login page is displayed.

4

Enter your Insight credentials and click Link Account.

Result: Your Salesforce and Insight accounts are now linked.

Going forward, you are automatically logged in to Insight when you have an active Salesforce session.

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To disconnect your accounts, :

1

From the Welcome menu at the top right of any Insight page, click your name and then click My Profile.

Result: The Manage Profile window is displayed.

2

In the Login Information section at the top of the page, click Manage Linked Accounts:

Result: The Manage Linked Accounts menu is displayed showing your linked accounts and registered logins:

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Note: A message is displayed if no linked accounts are found.

3

On the line for Salesforce, click Remove.

Result: The link is removed and a confirmation message is displayed.

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