Real Time Updates

Real Time Updates apply for Salesforce customers only. You must enable this setting if you want your Sertifi portal to push all the events to your Salesforce account. To do this, select Salesforce Oauth2 from the dropdown.

Enter the following Salesforce Oauth Settings:

Failure Notification Email - enter an email address where you want Salesforce connection notifications to be sent.
Instance type - select the instance type where you want to push Salesforce events:
- Standard - select this option if you want to push events to a production org.
- Sandbox - select this option if you want to push events to a sandbox org.
- Custom Instance - select this option if you have a custom instance of Salesforce. You must also enter your Salesforce prefix.

When you're finished, click Connect, and then enter your Salesforce credentials. You successfully enabled real time updates.