Multiple Instances of Same App
AnchorAutomate allows you to create multiple instances of the same app with different configurations. This enables you to connect to different accounts, serve different teams, or handle various use cases with the same application type.
Overview
Multiple app instances provide:
- Account Separation: Connect to different accounts of the same service
- Team Isolation: Separate configurations for different teams or departments
- Environment Management: Different settings for development, staging, and production
- Use Case Specialization: Tailored configurations for specific workflows
Common Use Cases
Email Management
Scenario: Send emails on behalf of different users or departments
Example Setup:
-
Instance 1: Customer Support Gmail
Handle customer inquiries and support tickets
Account: support@yourcompany.com
-
Instance 2: Sales Team Gmail
Manage sales communications and follow-ups
Account: sales@yourcompany.com
CRM Integration
Scenario: Connect to different CRM environments or organizations
Example Setup:
-
Instance 1: Production Salesforce
- Environment: https://yourcompany.salesforce.com
- Purpose: Live customer data and operations
- Permissions: Full read/write access
- Objects: All standard and custom objects
-
Instance 2: Sandbox Salesforce
- Environment: https://yourcompany--sandbox.salesforce.com
- Purpose: Testing and development
- Permissions: Limited to test data
- Objects: Standard objects only
Next Steps
After setting up multiple instances:
- Learn about controlling app access and permissions
- Explore custom app development
- Set up automated workflows
