When connecting SalesDirector.ai to a Salesforce Sandbox you need to use the Salesforce Security Token method. Production SalesDirector.ai to Salesforce connections use OAuth.
So for Salesforce Security Tokens, normally you would find this under:
From within Salesforce Navigate to your personal settings, enter Reset in the Quick Find box, then select Reset My Security Token.
Click Reset Security Token. The new security token is sent to the email address in
If for some reason your CRM or Email Connection gets disconnected or deauthenticated here is how you reconnect your Account to SalesDirector.ai
1) Click on your picture in the upper right hand corner of the SalesDirector.ai application. Click My Profile.
2) Click Connected Accounts Tab
3) If you have an existing connection and have a triangle showing, you will want to DISCONNECT this connector first
The safest way to give your GSuite users access to 3rd Party Applications such as SalesDirector.ai is to whitelist them within your GSuite Admin Panel.
To do so login to GSuite as a Super Administrator.
As you undoubtedly know, SalesDirector.ai relies heavily on Email and Calendar activity to determine what is going on with a Deal. The system is pretty good at correlating the right email/cal traffic to the right Deal. This is great for Direct Sales where you (the Account Executive) is in direct contact with the end buyer/user, but in the Channel Sales or Sales Partner scenario, where you are selling your product or service through a Partner, Integrator, Agent or otherwise the