1. Package installation:
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Copy the package installation URL
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Log in to your Salesforce organization (skip if already logged in)
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Select “Install for All Users”
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Acknowledge the option to install the package
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Click on Install
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A modal will popup to approve third-party accesses
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Grant access to the third party web site.
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Click on “Continue” and wait for the package to successfully install.
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The installation should be complete.
2. Setup the "Addto Cadence" buttons:
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Go to your object manager
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Search for Lead
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Once you open the “Lead” object, click on “Page Layouts”
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Open the “Lead Layout” option
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Select the “Mobile & Lightning Actions” menu `on the top and you will see a button called “Add Lead to Cadence”
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Drag and drop the button to the “Salesforce Mobile and Lightning Experience Actions” menu
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Click on the Save button to save the changes
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Once saved, click on the “List View Button Layout”
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Open the dropdown for the “List View” and click on “Edit”
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Select the “Add Leads To Cadence” and “Import In Cadence” buttons and “Add” them to the “Selected Buttons”
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Click on Save
Repeat the procedure as mentioned above for Contact.
3. Sync Salesforce with Cadence
1. From the Cadence installation page, generate an API token and copy it.
Tip: this API token is also available in Settings > CRM sync & Field mapping
2. Go to the Cadence settings in Salesforce and paste it.
The url of the package settings page is as follows:
https://yourdomain.lightning.force.com/lightning/n/RingoverCadence__Settings
3. Click "Save"