Integration guides

Salesforce

Introduction

Salytix is a listed app on Salesforce marketplace. Meaning that it's easy to integrate your Salesforce account with a Salytix sales dashboard. It's also a secure way for you to know and undestand what data Salytix is processing, and you can easily withdraw the access at any time. In short, Salytix will ask for access to read information on your opportunites. Salytix will also read all the users you have in your account, if you allow, it will also read data regarding activities.

Installation guide

There are multiple ways to connect your Salesforce account with Salytix. Only one method is required. So pick one.

Register an account on Salytix

If you already have an account on Salytix, skip steps 1 and 2.

  1. Register an account on Salytix
  2. Validate your email.
  3. Visit the integrations tab.
  4. Click the green "Connect" button on the Salesforce integration. You will be redirected to an auth screen in Salesforce.
  5. Read the terms, and accept that Salytix is allowed to read the necessary data (Oppurtunities, Activities). When done, you will be redirected back to Integrations tab in Salytix.
  6. If everything was ok, you will see Salesforce under Active integrations.
  7. Now you can go over to the dashboard tab and create your first dashboard.
  8. There are several configurations you can do if you need to. Check the configuration section down below for more configurations.

Install the app from the marketplace

These steps helps you to complete the integration from witin your Salesforce account

  1. Go to Salesforce appexchange and search for Salytix.
  2. Click on the app to go into the app overview page.
  3. In the top right corner, there is a green button saying Install app. Press that button.
  4. Read the terms, and accept that Salytix is allowed to read the necessary data (Oppurtunities, Activities). When done, if you don't have an account, you will be redirected to a sign up page, if you already have an account, press the already registered link. You have 5 minutes to register an account, if not the access will expire.
  5. Once registered, your account Salytix will have access to the necessary information in Salesforce.
  6. To check if this was successful, visit the integrations tab.
  7. If everything was ok, you will see Salesforce under Active integrations.
  8. Now you can go over to the dashboard tab and create your first dashboard.
  9. There are several configurations you can do if you need to. Check the configuration section down below for more configurations.

Process to uninstall The Salytix app

Not everyone will be happy with using our products & services, if that is the case, there is an easy way to remove the dashboards access to your information.

  1. Inside Salesforce, click on your profile in the top right corner and go to Tools & Integrations.
  2. In the sidebar menu click Marketplace apps under the integrations sections.
  3. You should see the Salytix app. Press the button with three dots and select "Uninstall".
  4. This will remove Salytix dashboard's access to your data.
  5. Please notice Salytix about why you do no longer wish to use our dashboard, so we have get the chance to improve our services.

Configuration guide

There are plenty configurations that can be done. Most of the configurations are done under your dashboard.