#Install champ app to salesforce how to#
#Install champ app to salesforce install#

Note: Currently we do not support data syncs into Sandbox environmentsДЇirst, ensure that you have configured your Salesforce integration properly within Drift. Sync Conversation Data from Drift to Salesforce

Next, add the read-only permission set to your users, Drift for Salesforce Permission Set - User.

If there is a delay, youвЂ™ll receive an email when the installation is complete Note: The installation can take a while depending on Salesforce server conditions.

YouвЂ™ll be notified once the installation is complete.

The installation process will begin and a progress notification will appear.

Note: We use this to send a signal from your Salesforce instance to kick off the Drift data sync (in a later step)

A window will appear asking to Approve Third-Party Access.

#Install champ app to salesforce install#

Note: Salesforce will give you the option to install for Admins Only, All Users, or to specify which User roles in your Salesforce instance have access to the reports and dashboards created by Drift. Log in with the same account you just installed it with.

You may be redirected to log in again to Salesforce. Note: If you are not a Salesforce Admin, you will will receive an error message.

Confirm the installation details on the next screen and press вЂњConfirm and InstallвЂќ.

Choosing sandbox is helpful if you already connected Drift to your sandbox and you want to test things out before putting it in your production Salesforce account. Note that if you choose sandbox, you wonвЂ™t be able to sync data from Drift until the package is installed/moved into Production. Choose the correct account and choose to install in either production or sandbox.

Salesforce will ask you where you want to install the package.

From the AppExchange listing, click on вЂњGet It nowвЂќ

Navigate to the Drift for Salesforce AppExchange listing.

Note: Only a Salesforce Admin will be able to install the App in your production instance. Setting the Attribution Time Period between a Chat and Opportunity Creation.Syncing Conversation Data from Drift to Salesforce.

#Install champ app to salesforce how to#

How to install the Drift for Salesforce app.You can use these fields to create new reports alongside the rest of your Salesforce data. The app syncs over 25 fields related to each conversation in Drift which power reports and dashboards that weвЂ™ve pre-created for you. Drift Insider Note: Did you know we have a class on the Drift of Salesforce App over on Drift Insider? Check it out HERE Additionally, some features explained in this article require Salesforce lightning where noted.ДЇor more information about our Salesforce Integration view this video or visit this help doc. The Drift for Salesforce App is available for Premium, Advanced and Enterprise customers only.