Cadence Package Installation and setup

For package installation:

1. Copy the package installation URL

2. Log in to your Salesforce organization (skip if already logged in)

3. Select “Install for All Users”

4. Acknowledge the option to install the package

5. Click on Install

6. A modal will popup to approve third-party accesses

7. Grant access to the third party web site. 

8. Click on “Continue” and wait for the package to successfully install.

9. The installation should be complete.

To setup the buttons:

1. Go to your object manager

2. Search for Lead

3. Once you open the “Lead” object, click on “Page Layouts”

4. Open the “Lead Layout” option

5. Select the “Mobile & Lightning Actions” menu `on the top and you will see a button called “Add Lead to Cadence”

6. Drag and drop the button to the “Salesforce Mobile and Lightning Experience Actions” menu

7. Click on the Save button to save the changes

8. Once saved, click on the “List View Button Layout”

9. Open the dropdown for the “List View” and click on “Edit”

10. Select the “Add Leads To Cadence” and “Import In Cadence” buttons and “Add” them to the “Selected Buttons”

11. Click on Save

Follow the save procedure as mentioned above for Contact.