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:
​Install the package​
​Create Named Credential (if installing Version 3.4 or later)
​Configure Custom Settings​
​Create a Remote Site​
​Enable My Domain (if not already enabled)
​Assign Permissions​
​Enable Salesforce as Identity Provider​
​Create the SlapFive Connected App​
​Configure Embedded Lists​
​Assign Page Layouts to Record Types​
​Customize Labels​
​Salesforce Classic​
​Delegate Authentication to Okta​
​Troubleshoot Issues with the App Configuration​
​Re-install or Upgrade the App​
​Version History​

INTEGRATIONS - Previous

Salesforce

1. Install the Package

Last modified 3mo ago