What is a Swantide Organization?
As a refresher, a Swantide Organization represents a connection to a unique Salesforce Environment. If your Swantide subscription allows, you may need to connect to multiple Salesforce environments. For example if connecting a production and sandbox to Swantide, you will have two Swantide organizations, one for each.
How does a Swantide Organization Relate to a Salesforce Environment?
For each Salesforce environment you'd like to connect, you will have one Swantide organization (1:1 relationship between a SFDC Environment and a Swantide Org).
If you'd like to request a new connection, reach out to your CSM or follow your organization's specific process to request new organizations.
Example: if you want to connect Swantide to both your prod and sandbox environments, you would have two Swantide organizations, one for your production environment and one for your sandbox environment.
What if I have multiple Swantide Organizations to Setup?
You can toggle between your Swantide organizations by navigating to your "Profile" tab and using the instructions here.
What does it mean to connect a Salesforce to Swantide?
In order to give Swantide access to your Salesforce's metadata, you have to take a few steps to setup the connection. This includes installing a connected app and authorizing that connection.
Instructions to Connect your Swantide Org:
Important Note: If your company has connections to multiple Swantide organizations, be sure you are logged into the correct Swantide organization before taking the steps below to connect it to your environment. You can verify this by navigating to your Home Page and viewing the current Swantide org's name that you are in.
Log into app.swantide.com and navigate to the profile tab
Follow the instructions to connect your Salesforce Environment, including selecting if this will be connecting to a Production or Sandbox environment. This is necessary to determine the correct links you will be shown.
If you will be deploying Swantide Workflows, please reach out to your Swantide representative for your separate package link.