To begin utlizing the ExtendInsights, you need to connect to a data source.
Adding Connection for the First Time
👋 This will walk you through on how to establish Salesforce connection.
From Menu
1. Open ExtendInsights then go to Menu > Connnections > Other Connections > Salesforce and click Create Connection.
 | 2. Enter a name for your connection, choose production or sandbox, and click Authorize.
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3. Enter your credentials and login to Salesforce.
 | 4. Once connected, the ExtendInsights panel will show the active connection and operations.
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From the Main Page
1. Open ExtendInsights, in the Data Sources section choose Salesforce> Create Template then Create Connection.
 | 2. Enter a name for your connection, choose production or sandbox, and click Authorize.
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3. Enter your credentials and login to Salesforce.
| 4. Once connected, the ExtendInsights panel will show the active connection and operations.
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Manage Existing Connections
ExtendInsights allows you to manage connections, including editing connection names, deleting, or reauthorizing connections. You can also connect to multiple accounts for a specific data source, making it easy to switch between connections.
Step 1: Open ExtendInsights. Go to Menu > Connections > Other Connections.
Step 2: Hover on the connection name.
Step 4: Click the 3 dots beside the connection name and choose the option you wish to perform.
Manage Connection Options
(1) Reauthorize - When tokens get expired, reconnect by reauthorizing connection
(2) Edit- Rename connection
(3) Delete - Remove connections no longer used.
(4) Create New - Add connections
Watch GIF below 👀
| Manage Connection Options View 
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