Granting Access to InsideView Sales App for Salesforce

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This article describes step to grant access to InsideView Sale App in your Salesforce CRM.

Salesforce provides two options:

  • An administrator can pre-authorize all users.
  • All users may self-authorize.
  1. In Salesforce Lightning Experience, go to Setup> Apps> Connected Apps > Manage Connected Apps
  2. In Classic Salesforce edition, go to Setup > Manage Apps > Connected Apps.
  3. Double-click InsideView Sales App.
  4. In the InsideView Sales App page, under the oAuth Policies section, click Permitted Users and select the Admin approved users are pre-authorized option.oauth_policies.png
  5. Click Save.
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