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  • Getting Started
  • INTEGRATIONS
    • Salesforce
      • SlapFive Advanced App
      • Synchronize Data between Salesforce and SlapFive
      • Salesforce Automations
      • SlapFive App - Spring 2024 (4.0) and earlier versions
        • 1. Install the Package
        • 2. Create a Named Credential
        • 3. Configure Custom Settings
        • 4a. Create a Remote Site
        • 4b. Create a Trusted URL
        • 5. Enable My Domain
        • 6. Assign Permissions
        • 7. Download Identity Provider files
        • 8. Create & Configure Connected App
        • 9. Configure Embedded Lists
        • 10. Assign Page Layouts to Record Types
        • 11. Customize Labels
        • 12. Salesforce Classic
        • Delegate Authentication to Okta
        • Generate a New Security Certificate
        • Recommend the best reference customers for a Request
        • Troubleshooting
    • Airtable
    • ChurnZero
    • Eloqua
    • Gainsight CC (Insided)
    • Gainsight CS
    • Gong
    • Google
    • Gradual
    • Higher Logic Vanilla
    • Highspot
    • HubSpot
    • Influitive
    • Marketo
    • Outlook (Microsoft 365)
    • Seismic
    • Slack
    • Typeform
    • UserEvidence
    • Wrike
  • Customizations
    • SlapFive API
    • Use Okta for Single Sign-On
    • Use Microsoft Entra ID for Single Sign-On
    • Use Cloudflare SSO to assign Users to SlapFive Roles
    • Use Okta for SSO for Salesforce users
    • SlapFive Template Catalog
    • Configure a custom domain for your SlapFive Boards
    • Send emails from your own domain and email addresses
    • Embed customer voice on your website or landing page
    • Access Board and Story lists from within another app
    • Configure Role-Based Permissions
  • Standard Agreements
    • Master Service Agreement
    • Data Processing Agreement
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  1. INTEGRATIONSchevron-right
  2. Salesforce

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 Packagechevron-right2. Create a Named Credentialchevron-right3. Configure Custom Settingschevron-right4a. Create a Remote Sitechevron-right4b. Create a Trusted URLchevron-right5. Enable My Domainchevron-right6. Assign Permissionschevron-right7. Download Identity Provider fileschevron-right8. Create & Configure Connected Appchevron-right9. Configure Embedded Listschevron-right10. Assign Page Layouts to Record Typeschevron-right11. Customize Labelschevron-right12. Salesforce Classicchevron-rightDelegate Authentication to Oktachevron-rightGenerate a New Security Certificatechevron-rightRecommend the best reference customers for a Requestchevron-rightTroubleshootingchevron-right
PreviousLaunch Salesforce Objects from their Object IDs in SlapFivechevron-leftNext1. Install the Packagechevron-right

Last updated 1 month ago