> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Integration Steps

> Step-by-step guide to connecting your Salesforce account with Statisfy.

### Connect Salesforce with Statisfy

**Prerequisites:** Make sure you have **Admin access** to both **Salesforce** and **Statisfy**.

***

### Step 1: Install the Statisfy Package

To install the Statisfy package in Salesforce, follow the steps below:

1. **Go to the Installation URL:**\
   [https://login.salesforce.com/packaging/installPackage.apexp?p0=04tam0000030KeZ](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tam0000030KeZ)

2. **Log in to Salesforce:**\
   Enter your Salesforce credentials on the login screen.

3. **Choose Installation Option:**

   a. Select **“Install for Admins Only.”** & Make sure to **acknowledge the permissions** by checking the acknowledgement box before continuing.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/18d2dc82-3d10-417f-a48c-3a14030584bf/68b031f0-be87-430b-b5b2-ed9160e2ef23/images/eacba2dd-4a06-460d-9362-d34038e81779.png)

b. Installation screen:

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/18d2dc82-3d10-417f-a48c-3a14030584bf/68b031f0-be87-430b-b5b2-ed9160e2ef23/images/0e32d532-a977-4a97-b90d-0c5996a89f36.png)

c. On the next screens, you might see a success or an error message.

* Success: You can proceed with Step 2

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/18d2dc82-3d10-417f-a48c-3a14030584bf/68b031f0-be87-430b-b5b2-ed9160e2ef23/images/fd88abcb-d0f3-4e14-a4e6-7ca01d72c21f.png)

* Error: Kindly reach out to your CSM for further help

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/18d2dc82-3d10-417f-a48c-3a14030584bf/68b031f0-be87-430b-b5b2-ed9160e2ef23/images/dd9cdd57-d653-4a6d-8986-ec55bed5781a.png)

* Post success, the installer will also get a success email\
  ![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/18d2dc82-3d10-417f-a48c-3a14030584bf/68b031f0-be87-430b-b5b2-ed9160e2ef23/images/941355ce-47b8-491f-88bc-24e0d8943ad7.png)

***

### Step 2: Connect Salesforce in Statisfy

1. Go to **Integrations → Admin Apps → Salesforce → Connect**.

   ![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/18d2dc82-3d10-417f-a48c-3a14030584bf/68b031f0-be87-430b-b5b2-ed9160e2ef23/images/39a16558-f06a-4f6b-85dc-195bb41d8265.png)

2. Log in to Salesforce and then allow

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/18d2dc82-3d10-417f-a48c-3a14030584bf/68b031f0-be87-430b-b5b2-ed9160e2ef23/images/6876c395-16e8-4aac-9ae3-2958a5733b96.png)

3. After setting up the integration, contact [support@statisfy.com](mailto:support@statisfy.com) or your Statisfy CSM. The team will assist you in enabling data flow from Salesforce into Statisfy, since some additional information is needed to finish the process.