Installing the Arrows package for Salesforce

Edited

The following guide is for connecting Arrows to your Salesforce account.


Prerequisites and permissions

You'll need the following access level an prerequisites to install the Arrows +Salesforce package

  • Admin access in Arrows

  • A Salesforce user you can install Managed Packages (typically a Salesforce Admin)

  • A Salesforce edition that includes API access (most plans will likely have this)


Starting the Salesforce connection in Arrows

  • Select Connect with Salesforce


Install the Arrows package

  • In the Salesforce connection flow, click Install package.

  • Follow the Salesforce install prompts to complete the Managed Package installation for Arrows


Post-install validation

When installed correctly, you'll see a screen similar to this in your Arrows account:

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