upcell and Salesforce integration

How to Setup and Install upcell in Salesforce

Walkthrough of the integration setup process to install the upcell managed package into Salesforce.

  1. Navigate to https://app.upcell.io/integration-setup. Select "Continue with Google" or "Continue with Microsoft" to sign in to upcell.

  2. Click on "Admin: Install Package to Salesforce" to start the installation.

  3. Choose "install for All Users" to ensure everyone has access.

  4. Confirm that the upcell package is not part of the AppExchange program.

  5. Hit "Install/Upgrade" to begin installing or upgrading the upcell package.

  6. Once done, click Done and close the installation window.

  7. Click "Connect to Salesforce" to let upcell fetch updated package info.

  8. Head to your Salesforce instance, and go to 'Setup' > 'Apps' > 'Install Packages'.

  9. Select the "upcell" package to check its details.

  10. Click on "View Components" to see what's included in the package.

  11. Review the components added to Salesforce from the upcell package.

  1. Navigate to https://app.upcell.io/integration-setup. Select "Continue with Google" or "Continue with Microsoft" to sign in to upcell.

  2. Click on "Admin: Install Package to Salesforce" to start the installation.

  3. Choose "install for All Users" to ensure everyone has access.

  4. Confirm that the upcell package is not part of the AppExchange program.

  5. Hit "Install/Upgrade" to begin installing or upgrading the upcell package.

  6. Once done, click Done and close the installation window.

  7. Click "Connect to Salesforce" to let upcell fetch updated package info.

  8. Head to your Salesforce instance, and go to 'Setup' > 'Apps' > 'Install Packages'.

  9. Select the "upcell" package to check its details.

  10. Click on "View Components" to see what's included in the package.

  11. Review the components added to Salesforce from the upcell package.

  1. Navigate to https://app.upcell.io/integration-setup. Select "Continue with Google" or "Continue with Microsoft" to sign in to upcell.

  2. Click on "Admin: Install Package to Salesforce" to start the installation.

  3. Choose "install for All Users" to ensure everyone has access.

  4. Confirm that the upcell package is not part of the AppExchange program.

  5. Hit "Install/Upgrade" to begin installing or upgrading the upcell package.

  6. Once done, click Done and close the installation window.

  7. Click "Connect to Salesforce" to let upcell fetch updated package info.

  8. Head to your Salesforce instance, and go to 'Setup' > 'Apps' > 'Install Packages'.

  9. Select the "upcell" package to check its details.

  10. Click on "View Components" to see what's included in the package.

  11. Review the components added to Salesforce from the upcell package.

Author

Mark Bedard, CEO at upcell

Mark Bedard

Chief Executive Officer

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