Salesforce integration installation
Kim Giaoui avatar
Written by Kim Giaoui
Updated over a week ago

⚙️ Launch the installation

Connect to the installation URL and define for which users you want this application to be installed.

Configure your page layout

Once the installation is completed, define where you want the Leeway component to be displayed. You can add it on Opportunity, Account or Case pages.

Here, we will show how to install it for the Opportunity page:

Go to Set up > Object Manager > Opportunity > Lighting Record Pages

Select the Page Layout you want to edit and click on "Edit".

On the Lighting App Builder, search for the Component "contract" and drag and drop it where you want it to be displayed in your page. Then click on "Save".

🎉 Et voilà, the Leeway application is now fully installed.

All users will see the application where you have added it. Users will need to first connect to Leeway before starting to create contract. Let's see how to do this.

👁 Connect your Leeway account

Each user will now have to connect his Leeway account to the Salesforce application.

Step 1: Go to the page where the Leeway app is installed

For this, they need to go to the Opportunity page (or Case, Account if you have installed the application on these pages). All users should now see the Leeway component on this page.

Step 2: Getting your Leeway API key

In order to connect your Leeway account to Salesforce, you need to get your API key.

Connect to Leeway > Go to My account > Integration > Click "Manage integration" on the API banner

<a href="" target="_blank" rel="nofollow noopener noreferrer">’écran+2021-11-12+à+14.01.09.png</a>

Then click on "Generate an API key" if you haven't generated one at the moment. And copy it.

<a href="" target="_blank" rel="nofollow noopener noreferrer">’écran+2021-11-12+à+14.14.54.png</a>

Step 3: Add it to Salesforce

On Salesforce, paste the API key, and click "Start using Leeway".

💪 Et voilà! You're ready to start using Leeway from Salesforce.

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