SlapFive Docs
  • Getting Started
    • SlapFive Explained
    • SlapFive Terminology
    • SlapFive Data Model
    • SlapFive Best Practices
      • SlapFive Successful Launch Plan
        • Workshops Defined
      • Onboarding Timeline
        • Onboarding Structure
      • Building a Customer Program
        • Customer Program Invitations
        • What's in it for them
        • Who to invite
        • Customer Invite Form Examples
        • Nominations
      • Member and Company Creation
      • Remote Capture and Prompts
        • Prompt Group Explanation
      • Content Management
        • Creating File or Link type Boards
        • Template Catalog
      • Request Management
        • Managing new reference requests
          • Request Fulfillment Workflow
            • Tracking Completed Activities from Requests
      • SlapFive SFDC App
        • What is the SlapFive SFDC app?
        • Live in Salesforce
        • Sales Requesting a Reference
        • View and Share Content
        • View Companies and Permissions
        • Nominate an Advocate
        • Track Influenced Events
  • INTEGRATIONS
    • Salesforce
      • The Salesforce App
        • 1. Install the Package
        • 2. Create a Named Credential
        • 3. Configure Custom Settings
        • 4. Create a Remote Site
        • 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
        • 13. Delegate Authentication to Okta
        • Generate a New Security Certificate
        • Re-install or Upgrade
        • What version am I on?
        • Version History
      • Synchronize Data between Salesforce and SlapFive
        • Determine the Salesforce integration user
        • Establish your Salesforce Connection
        • Select Salesforce objects and fields to synch
        • Test the data synchronization
        • Salesforce Zaps (Deprecated)
          • SlapFive Request > Salesforce Customer Influence
          • SlapFive Request Fulfillment Member > Salesforce Customer Influence Activity
          • SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity
          • SlapFive Content Share > Salesforce Customer Influence
          • SlapFive Content View > Salesforce Customer Influence Activity
          • SlapFive Activity > Salesforce Customer Activity
          • Salesforce Account > SlapFive Company
          • Salesforce Contact > SlapFive Member & Company
          • SlapFive Member > Salesforce Contact
          • SlapFive Company > Salesforce Account
          • SlapFive Activity > Salesforce Activity
      • Salesforce Automations & Recommendations
        • Enable Salesforce users to nominate Contacts for your program
        • Recommend the best reference customers for a Request
        • Launch Salesforce Objects from their Object IDs in SlapFive
      • Troubleshooting
    • Airtable
      • Connect to Airtable
    • ChurnZero
      • Connect to ChurnZero
    • Eloqua
      • Connect to Eloqua
      • Customer Referrals
    • Gainsight CC (Insided)
      • Connect to Gainsight CC (Insided)
    • Gainsight CS
      • Connect to Gainsight CS
      • Trigger an automated workflow from Gainsight
    • Gradual
      • Connect to Gradual
      • Configure Trigger Events in Gradual
    • Higher Logic Vanilla
      • Connect to Higher Logic Vanilla
      • Embed SlapFive video player in a Vanilla post
    • Highspot
    • HubSpot
      • Connect to HubSpot
      • HubSpot Triggers & Actions
    • Influitive
      • Connect to Influitive
    • Marketo
      • Connect to Marketo
    • Seismic
      • Overview of Seismic integration
      • Connect to Seismic
      • Set up the Seismic integration
    • Slack
      • Connect to Slack
      • Post a message to a Slack Channel or User
    • Typeform
      • 1. Create an application in Typeform
      • 2. Connect to Typeform
      • 3. Map your Typeform form fields to SlapFive
    • UserEvidence
      • Connect to UserEvidence
      • Bring UserEvidence Survey Responses and Assets into SlapFive
    • Wrike
      • Connect to 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. INTEGRATIONS
  2. Salesforce

The Salesforce App

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

PreviousSalesforceNext1. Install the Package

Last updated 11 months ago

This section shows you how to:

  2. (if installing Version 3.4 or later)

  5. (if not already enabled)

Install the package
Create Named Credential
Configure Custom Settings
Create a Remote Site
Enable My Domain
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