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To connect your SalesForce account, you will need the following:

1. A SalesForce Instance URL.
2. A SalesForce Consumer Key.
3. A SalesForce Consumer Secret key.
4. A SalesForce Organization ID.

Log in to your SalesForce account.

1. Log in to your SalesForce account.

Using the Left Sidebar, click on the Apps → App Manager. ​

Click on the New Connected App button (top right corner). ​

1. Connected App Name
2. API name
3. Contact email
    

Enable the Enable OAuth Settings option. ​

Add the page URL where the Email Opt-in module is located as the Call Back URL. ​

From the options list, choose Full Access and click on the Add Icon. ​

1. Using the Left Sidebar, click on the Apps → App Manager. ​
 Load the Apps page
 
2. Click on the New Connected App button (top right corner). ​
 Create a new Connected App
 
3. Fill out the required information:
 1. Connected App Name
 2. API name
 3. Contact email
 
 Connected App required details
 
4. Enable the Enable OAuth Settings option. ​
 Enable OAuth Settings
 
5. Add the page URL where the Email Opt-in module is located as the Call Back URL. ​
 Set up the callback URL
 
6. From the options list, choose Full Access and click on the Add Icon. ​
 Grant FullAccess to the app
 
7. Click the Save button. ​
 Save the changes

Click the Manage Consumer Details button. ​

Verify your identity by entering the verification code in your email address. ​

Take note of your Consumer Key and Consumer Secret. ​

1. Click the Manage Consumer Details button. ​
 Get the consumer key and secret
 
2. Verify your identity by entering the verification code in your email address. ​
 Verity the identity
 
3. Take note of your Consumer Key and Consumer Secret. ​
 Copy the Consumer Key and Secret

Open the settings panel by clicking on the gear icon.

Click on the Open Advanced Setup. ​

From the left sidebar, choose Settings → Company Settings → Company information. ​

Copy the Salesforce.com Organization ID's value.

1. Open the settings panel by clicking on the gear icon.
2. Click on the Open Advanced Setup. ​
 Open the Advanced Settings
 
3. From the left sidebar, choose Settings → Company Settings → Company information. ​
 Open the Company Information page
 
4. Copy the Salesforce.com Organization ID's value.

Open the Email Opt-in module Settings modal window.

Go to the Content Tab → Email Account.

Select SalesForce from the provider's list.

1. Name - It can be anything you want. For example, you can use <code>my-saleforce</code>
2. Instance URL - The URL of your Salesforce Account Dashboard (after you have logged in).
3. Consumer Key - Paste the Consumer Key for the connected App.
4. Consumer Secret - Paste the Consumer Secret for the connected App.
5. Organization ID - Paste the Organization ID.

Choose the SalesForce list you want to use.

1. Open the Email Opt-in module Settings modal window.
2. Go to the Content Tab → Email Account.
3. Select SalesForce from the provider's list.
4. Click on the Add button.
5. Fill in the following fields:
 1. Name - It can be anything you want. For example, you can use <code>my-saleforce</code>
 2. Instance URL - The URL of your Salesforce Account Dashboard (after you have logged in).
 3. Consumer Key - Paste the Consumer Key for the connected App.
 4. Consumer Secret - Paste the Consumer Secret for the connected App.
 5. Organization ID - Paste the Organization ID.
 
 Authentificate the SalesForce account
 
6. Click on the Submit button.
7. Choose the SalesForce list you want to use.

Get the required Data.

Create a Connected App

Get the Consumer Key and Secret Key

Get the Organization ID

Connect Email Opt-in module to SaleForce