How to install Affinity for Salesforce

To begin, Affinity for Salesforce includes a managed package that provides components to visualize and leverage Affinity's relationship intelligence and data across your Salesforce accounts and contacts. Use this document as a basic guide on how to install and set up this package in your Salesforce account.

Overview

1. Managed Package Details
2. How to install Affinity for Salesforce
3. How to configure the connected app

Managed Package Details

The Affinity for Salesforce managed package contains Visualforce Pages that can be embedded in your Salesforce Account and Contact views. Each view will have a list of pages available:

• Connections
• Activity
• Notes
  
  

The Managed Package also includes custom fields, a custom object, Apex triggers, a connected app, and a permission set to help get you started with the Affinity for Salesforce Chrome extension and data integrations.

How to install Affinity for Salesforce

1. If you have access to multiple Salesforce instances, sign out from them and sign into the Salesforce instance you'd like to install Affinity for Salesforce on.
2. There are a few Salesforce features that the Salesforce Admin must enable beforehand. See the following articles below to learn more:
   1. Set up Enhanced Notes.
   2. Set up Shared Activities.
   3. Make sure the Type field for the Task object is visible.
      
      
3. Install the relevant Affinity for Salesforce managed package in either your production or sandbox Salesforce instance by using one of the links below:
   1. Install for Standard SFDC Org
   2. Install for Sandbox SFDC Org
      
      
4. Upon clicking one of the links, you'll be directed to a Salesforce sign in screen. Make sure to sign into the account that you'd want to install the package in.
5. Now, select which users or profiles that you want to install the package for, then click Install. You can start with Install for Admins Only and go back to change who has access afterwards.
   
   
   
6. Once the installation is complete, you should see a confirmation page where you can click Done to continue.
   

How to configure the connected app

Now that the managed package is installed, you must configure the connected app. This will allow Affinity to leverage user impersonation for Extensions users.

1. Go to Setup and search for Manage Connected Apps.
2. Click the Edit link next to the Affinity For Salesforce Impersonation connected app.
   
   
   
3. Under OAuth Policies, update the Permitted Users field to: Admin approved users are pre-authorized.
4. Under Session Policies, update Timeout Value to 24 hours. Then, click Save.
   
   
   
5. Configure the set of profiles that will have access to the connected app, which allows Affinity for Salesforce to use the Salesforce API on their behalf.
   1. Scroll down to the Profiles section of the page and click Manage Profiles.
   2. Click the checkbox for the profiles that represent the set of users (e.g. Standard User, System Administrator) you want to allow to use Affinity for Salesforce.
   3. Then, click Save.
      
      
      
6. Your Connected App view should look similar to the following below, but may vary in the Profiles section depending on which profiles you selected.
   
   
   

Now that you're done with the installation process, let's move on to the set up process (see How to set up Affinity for Salesforce).