Creating Rattle Account | Integrating MS Teams and SFDC
Users will receive a Teams message inviting them to create an account with Rattle. This link is only active for 24 hours. Users should contact their Rattle admin to resend the link if the link expires.
2. After clicking the “Sign Up” button, users will be directed to set up their Rattle Account. The user’s name, email and company will all be populated by default. Users should only need to create a password.
3. After creating their account, the user will be routed to the Rattle set up page.
4. MS Teams will be integrated at the Admin level, but users need to join the team by clicking “Install Teams App.” Once “Install Teams App” is selected, the user will be automatically connected to the Team.
5. When integrating with Salesforce, the user will be prompted to allow Rattle certain permissions. The user should allow this access.
6. Once these steps are complete, the user is ready to start Rattling