Step 1: Log in to your salesforce soap account.


Step 2: Now click on your profile icon on the top right corner and click on settings.



Step 3: Now click on Security Token tab and click on reset my security token.




Step 4: Now you have received a new security token in your email account. Note that down.


Step 5: Now log in to your CallHippo account and go to the integrations tab.


Step 6: Click on Connect button of Salesforce Soap.


 

Step 7: Now enter the details - 

  1. Username - Enter username or email address of salesforce account.

  2. Password - Enter the password of your salesforce soap account.

  3. Security Token - The security you got in your email inbox.

  4. Instance - Choose your instance type - Production or Sandbox as suitable.



Step 8: Now click on save. It should say Datasource is linked.




Step 9: Click on Okay and click on Next.


Step 10: You should now be redirected to CallHippo account and your status would be changed to Integrated.