SlapFive App - Spring 2024 (4.0) and earlier versions

The section shows you how to install, configure, troubleshoot, and re-install/upgrade the Salesforce App. These steps require Administrator permission.

1. Install the Package2. Create a Named Credential3. Configure Custom Settings4a. Create a Remote Site4b. Create a Trusted URL5. Enable My Domain6. Assign Permissions7. Download Identity Provider files8. Create & Configure Connected App9. Configure Embedded Lists10. Assign Page Layouts to Record Types11. Customize Labels12. Salesforce ClassicDelegate Authentication to OktaGenerate a New Security CertificateRecommend the best reference customers for a RequestTroubleshooting
PreviousLaunch Salesforce Objects from their Object IDs in SlapFiveNext1. Install the Package

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