This document serves as a guide to set up Salesforce PartnerAlign Integration.
Pre-requisites
“Salesforce Administrator” profile or similar access.
Acquire the package installation link and password from the Zomentum support team.
Zomentum Integration
Perform the following steps to install the package:
- Navigate to the package URL and enter the password shared by the PartnerAlign team. Click on Continue.
- Select Install for Admins Only. Expand Advanced Options and select Compile only the Apex in the package. Verify the App Name, Publisher, Version Name, and Version Number. Click on Install.
- Check the checkbox Yes, grant access to these third-party websites and Continue.
- The user installing the package will receive an email when the installation is complete. Click on Done once the installation is completed.
- Go to Setup > Installed Packages to verify the package installation.
Configure Users
You can configure users as your Zomentum administrator. Perform the following steps:
- Go to Setup > Users > Select a User.
- Hover over Permission Set Assignments and click on Edit Assignments.
- Select PartnerAlign Admin and move it to the right and click on Save.
- Now this user can set up, configure, enable, and disable integration using the PartnerAlign app.