It is only applicable for Salesforce
Prerequisites
You have received your Cadence activation link.
Then, you have activated your account and completed the onboarding process with either Gmail or Outlook.
For package installation
Watch our video tutorial on the Salesforce package installation process to learn how to get started:
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Copy the package installation URL from the Cadence Settings page / Salesforce tab.
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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 access
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Grant access to the third-party website.
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Click on “Continue” and wait for the package to successfully install.
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The installation should be complete.
To set up the buttons:
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Click on your Settings icon (top right)
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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
Follow the same procedure as mentioned above for the Contact