# Prerequisites for the Sage X3 - Salesforce Integration Our Pre-Installation Checklist contains all of the mandatory steps, as well as credentials, server and contact info, etc. that is required for the integration. Your Salesforce Administrator, IT team and Sage Partner can all help with their respective fields. Once the IT Setup is finalized, we can move ahead with the installation. Prerequisites include the following: * Salesforce Org credentials for Sandbox and Production Org and contact info * Disabling multifactor authentication * Remote access credentials * Windows server name * Patch Installation * Sage version, edition, home directory path, login credentials, company codes and contact info {% file src="/files/QT2Ll6Sn5oUnkyvLCmen" %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.greytrix.com/gumu-salesforce-integration/sagex3/setup.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.