Using the Integration Detail View

The system administrator and users with the appropriate role can access these features.

Use the Detail view to see, add, or edit information for a selected integration. The Detail view consists of information boxes, tabs, and a user-defined middle section.

The integration information visible and available to be edited may be different, depending on the Authentication Type and specific integration.

How Do I?

Open the Integration Detail viewClosed

Use the Lookup to search for records

Switch to the List viewClosed

View a group

Integration information boxes

The integration information boxes contain the primary information about the integration. Depending on the integration, you can view or edit or the information as needed. Some information may not be edited.

detail view tabs

The tabs that display depend on the integration Authentication Type and the synchronization settings. Click a link to see more information about each tab.

Links Options Resources
Scopes  

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

Using Integrations