> For the complete documentation index, see [llms.txt](https://docs.slapfive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions.md). # SlapFive App - Spring 2024 (4.0) and earlier versions - [1. Install the Package](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/1.-install-the-package.md): This step installs the SlapFive Salesforce App managed package. - [2. Create a Named Credential](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/2.-create-a-named-credential.md): In this step, you create a Named Credential record that let's Salesforce access the SlapFive API. - [3. Configure Custom Settings](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/3.-configure-custom-settings.md): In this step, you configure the SlapFive Settings to enable or disable the SlapFive buttons and control their behavior. - [4a. Create a Remote Site](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/4a.-create-a-remote-site.md): In this step, you create a Remote Site so that Salesforce can call SlapFive APIs and open SlapFive URLs. - [4b. Create a Trusted URL](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/4b.-create-a-trusted-url.md): In this step, you create a Trusted URL so that Salesforce's Content Security Policy (CSP) doesn't block the SlapFive embedded screens. - [5. Enable My Domain](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/5.-enable-my-domain.md): To use Lightning components, your org needs to have My Domain enabled. Skip this step if it is already enabled. - [6. Assign Permissions](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/6.-assign-permissions.md): In this step, you give permission to Users to access the SlapFive Salesforce App components. - [7. Download Identity Provider files](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/7.-download-identity-provider-files.md): In this step, you download the two files that SlapFive needs to enable Salesforce to be the identity provider that authenticates Salesforce users so they can access SlapFive content and features. - [8. Create & Configure Connected App](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/8.-create-and-configure-connected-app.md): In this step, you create the SlapFive Connected App, which contains many SAML settings that enable Salesforce users to access SlapFive features and content from within Salesforce. - [9. Configure Embedded Lists](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/9.-configure-embedded-lists.md): This step lets you configure the SlapFive Reference Content and Customers component. - [10. Assign Page Layouts to Record Types](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/10.-assign-page-layouts-to-record-types.md): This step ensures that the Page Layouts for the SlapFive Customer Influence and SlapFive Customer Influence Activity custom objects are mapped to the right Record Types. - [11. Customize Labels](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/11.-customize-labels.md): You can customize text labels in the SlapFive Salesforce App to use your preferred terminology. This section shows you where to go to change each text label. - [12. Salesforce Classic](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/12.-salesforce-classic.md): If your company is using Salesforce Classic, you need to manually add the SlapFive components to the page layouts on which you want them to appear, which is typically the Account and/or Opportunity. - [Delegate Authentication to Okta](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/delegate-authentication-to-okta.md): Perform this step only if you use Okta to authenticate Salesforce users, rather than having them sign in directly to Salesforce. - [Generate a New Security Certificate](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/generate-a-new-security-certificate.md) - [Recommend the best reference customers for a Request](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/recommend-the-best-reference-customers-for-a-request.md): This section covers how to enable Salesforce users to see and select from recommended reference customers when submitting a Request from a Salesforce Opportunity. - [Troubleshooting](https://docs.slapfive.com/integrations/salesforce/slapfive-app-spring-2024-4.0-and-earlier-versions/troubleshooting.md): This page shows the error messages generated in different situations where there are errors in the installation and configuration of the SlapFive Salesforce App v 4.0 and earlier. --- # Agent Instructions This documentation is published with GitBook. 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