Integration for Salesforce - User Guide
This Thru user guide describes and summarizes the installation and configuration of Thru for Salesforce integration (referenced as "Thru Connector for Salesforce" in the software and shortened as "Thru Add-In" in this document).
Thru for Salesforce Add-In (Connector) allows users to securely send files or folders of any size stored in Salesforce or in Thru Cloud. Thru users can also require a recipient to authenticate and provide login credentials for file retrieval and delivery confirmation.
This guide will help you to understand how to send a Thru Email, including opening a new Thru Email, and the functions of Thru Email.
Thru for Salesforce only supports Salesforce Accounts that have API enabled.
Minimum Edition is Lighting Enterprise Edition.
Salesforce IQ CRM Starter and Lightning Professional DO NOT support integrations via web service API.
THIS THRU INSTALLATION GUIDE DESCRIBES AND SUMMARIZES THE INSTALLATION AND CONFIGURATION OF THRU ADD-IN (CONNECTOR) FOR SALESFORCE (REFERENCED AS “THRU CONNECTOR FOR SALESFORCE” IN THE SOFTWARE AND SHORTENED AS “THRU ADD-IN” IN THIS DOCUMENT) THIS DOCUMENT HAS BEEN PREPARED SOLELY FOR INFORMATIONAL PURPOSES AND IS BEING FURNISHED FOR USE BY CUSTOMERS. DISTRIBUTION OF THIS DOCUMENT IS LIMITED TO CUSTOMERS.
THE THRU INSTALLATION GUIDE AND ALL INFORMATION CONTAINED HEREIN ARE OF A CONFIDENTIAL NATURE. EACH RECIPIENT WILL TREAT IT IN A CONFIDENTIAL MANNER. SUCH RECIPIENT WILL NOT, DIRECTLY OR INDIRECTLY, DISCLOSE OR PERMIT ITS AGENTS, REPRESENTATIVES, EMPLOYEES, OFFICERS, DIRECTORS OR AFFILIATES TO DISCLOSE ANY SUCH INFORMATION, AND SUCH RECIPIENT WILL USE THE DOCUMENT AND ANY RELATED INFORMATION ONLY TO ACCESS THE THRU SERVICE. IF EITHER THE RECIPIENT OR THE COMPANY ELECTS NOT TO PURSUE OR CONTINUE WITH THE THRU SERVICE, THE RECIPIENT MUST RETURN THIS DOCUMENT AND ANY OTHER MATERIAL RELATING TO THE THRU SERVICE AND THRU, INC., WITHOUT RETAINING ANY COPIES THEREOF.
THE INFORMATION CONTAINED HEREIN IS PROVIDED ON A CONFIDENTIAL BASIS AND MAY NOT BE REPRODUCED IN WHOLE OR IN PART.
IF YOU NEED MORE INFORMATION REGARDING SERVICE, PLEASE CONTACT:
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Trademarks and Abbreviations
Thru Inc. and the Thru logo are registered trademarks of Thru Inc.
Salesforce® is a registered trademark of Salesforce.com.
Microsoft, Windows, and Outlook are trademarks of Microsoft Corporation in the United States and/or other countries.
Other company or product names used in this manual, and not included in the list above, are trademarks of those companies and may be registered in certain jurisdictions.