The Salesforce App

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

This section shows you how to:

1. Install the package

2. Create Named Credential (if installing Version 3.4 or later)

3. Configure Custom Settings

4. Create a Remote Site

5. Enable My Domain (if not already enabled)

6. Assign Permissions

7. Enable Salesforce as Identity Provider

8. Create the SlapFive Connected App

9. Configure Embedded Lists

10. Assign Page Layouts to Record Types

11. Customize Labels

12. Salesforce Classic

13. Delegate Authentication to Okta

Troubleshoot Issues with the App Configuration

Re-install or Upgrade the App

Version History