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Home > Tamarac Reporting > Integrations > CRM Integrations > Salesforce Integration > Install and Configure Tamarac App > Test Tamarac App Configuration
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Test Tamarac App Configuration
Before you roll out the Tamarac/Salesforce integration to your entire team, we recommend that you check the integration settings to troubleshoot any issues before it goes into full production.
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This page provides links to the steps for the Step 5 in the overall onboarding workflow for firms that use the following Salesforce installations:
Classic Sales Cloud
Sales Cloud with Lightning Experience
Sales Cloud with Custom Financial Account Object
This workflow covers the following installation steps:
Complete the previous step, Workflow: Add Tamarac Fields and Buttons to Salesforce Pages, in the onboarding workflow.
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To confirm that your single-sign on is correctly configured:
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To confirm that integration between Tamarac Reporting and Salesforce is working:
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For more information about Salesforce integration features, see About the Salesforce Integration.
For information about how to use the Salesforce integration, see Learn More About Using the Tamarac App.