Salesforce Setup Guide

Requirements

  • RELE.AI account
  • Salesforce account
  • Ensure RELE.AI Salesforce app is approved by your Salesforce Admin

Steps for Salesforce Admin

If you are not the Admin, please send following link to Admin in order to install RELE.AI Salesforce App

  1. Log into your RELE.AI console (https://console.rele.ai/)
  2. On the left side navigation menu, click on integrations (the cog icon)
  3. On the right side of the screen choose Salesforce Integration
  1. Click on the Continue with Salesforce button
  1. Follow these 3 steps
  1. Finish setup inside your Salesforce Admin
  1. Log as ADMIN
  2. Go to SETUP
  3. Go to OJECT MANAGER
  4. Choose ACCOUNTS, OPPORTUNITIES, or CONTACT
  5. Select PAGE LAYOUT
  6. Choose the LAYOUT
  7. Select RELATED LISTS on left menu
  8. Drag & drop RELE.AI into the view
  9. Then click SAVE
  10. REPEAT FOR EVERY OBJECT
  1. User Permissions. It depends on how Salesforce is setup at company.
  1. If using Standard Platform User then:
  2. Choose user Profile
  3. Then add RELE.AI object to the cloned profile
  4. Then assign new profile to user who will use RELE.AI

Steps for New RELE.AI User

  1. Log into your RELE.AI console (https://console.rele.ai/)
  2. On the left side navigation menu, click on integrations (the cog icon)
  3. On the right side of the screen choose Salesforce Integration
  1. Click on the Continue with Salesforce button

Thank you for your interest.