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Setup
Salesforce
Managed Package
Our managed package enables sellers to click a button within Salesforce’s opportunity layout which easily creates or links to an order in Salesbricks.
Before installing the managed package, you will need to
connect your Salesforce account to Salesbricks
.
Creating a new Salesbricks order from an opportunity within Salesforce.
Setup
Follow the steps below to install the managed package in Salesforce:
You will need to be a Salesforce administrator with access to install packages for all users.
1
Click on the install link below associated with the desired Salesforce environment.
Sandbox
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5f00000074sS
Production
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5f00000075fS&isdtp=p1
2
Select the option
Install for All Users
.
Next, we’ll install the component in your Opportunity Layout.
1
In Salesforce, navigate to an opportunity.
2
Click on the gear icon in the top left and select
Edit Page
.
3
In the search bar, type
order
. You should see an option called
order
under the
Custom - Managed
dropdown.
4
Drag this component to your desired location in the opportunity layout, and click
Save
.
The component should now be available for use within the opportunities in Salesforce.
Overview
HubSpot
Assistant
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