How to install canvas app to open dataloader.io in a Salesforce tab

In order to be able to use dataloader.io in a Salesforce tab you need first to install the canvas app.

 

Note: this feature is only available for Enterprise and Professional users.

 

The steps to install this canvas app

  1. You need to log in to dataloader.io with a Salesforce admin user.
  2. Navigate to the dataloader.io Settings > User Porfile.
    Screen_Shot_2020-10-08_at_12.30.29.png
  3. Click on the button next to "
  4. Select if the app will be installed for admins only, for a specific user or for all the users.
  5. Install and wait for it to finish (it will take a few minutes).

Once the installation is finished you will be able to find dataloader.io app in Salesforce and it will be loaded embedded in the Salesforce UI.

 

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Comments

  • Avatar
    Equipe The Babel Community

    Hello

    I do not have the button "Install Salesforce Canva app"

    What do I need to do ?

    Thank you

    Comment actions Permalink
  • Avatar
    EDC User

    error 'authorizing with Salesforce" when i open the dataloader tab. needs support to get it working

    Comment actions Permalink
  • Avatar
    SravyaSri Cheedella

    HI I am sravya
    I don't have button "Install salesforce canvas app"
    How can i resolve it??
    Can you check it once and let me know.

    Comment actions Permalink

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