> ## Documentation Index
> Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up Salesforce Integration

*Learn how to set up Salesforce Integration.*

# Steps to Install Salesforce Integration

Step 1: Sign in to Salesforce using your credentials:\*\*​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_53BQK2SZSVbb369AthK3_Screenshot_2022-08-02_at_12.jpg?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=f90b5adcf1f6a16306909a4c26456800" alt="" width="2880" height="1530" data-path="images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_53BQK2SZSVbb369AthK3_Screenshot_2022-08-02_at_12.jpg" />

​Step 2. **Go to Apps-> AppExchange marketplace-> Search Xoxoday Plum and Click on**"Get it now!**": This will install plum on your salesforce.**//App once published, add an image

​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/Screenshot_2022-08-13_at_6_13_07_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=a2d4d4860f0cd44f25a8747db5e9e39f" alt="" width="2017" height="1036" data-path="images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/Screenshot_2022-08-13_at_6_13_07_PM.png" />

There are three options for installing your app:

* Install for Admins only

* Install for all users

* Install for Specific Users

This helps you in giving this app to required people and restricts everybody else.

**Congrats, you have successfully installed the application.**

# Steps to Authenticate and Connect

Before you start sending any rewards your connection to Xoxoday Plum AppExchange integration has to be authenticated with your specific callout end-points URL and authentication settings, this helps Salesforce to make callouts to Xoxoday's remote system.

​Step 1: In the home section: Go to Setup->Users->select users->Auth settings for external -> Named Credential.

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_6SOSzV8j0fTbYoMgbGPG_Screenshot_2022-08-09_at_1.jpg?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=d6ea74cefa63d8756c772672083f47cd" alt="" width="2880" height="1800" data-path="images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_6SOSzV8j0fTbYoMgbGPG_Screenshot_2022-08-09_at_1.jpg" />

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_C1qx4OCClSkRAewQ8cPH_Screenshot_2022-08-09_at_2.jpg?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=61f171ed38be11060b2c4ff9056a8428" alt="" width="2872" height="1521" data-path="images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_C1qx4OCClSkRAewQ8cPH_Screenshot_2022-08-09_at_2.jpg" />​Step 2: Under **Authentication-> Select Authenticator Provider->Click Edit->Under Authentication Protocol select Auth2.0.**

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_ZtiCGQmWkPqBvENhxABz_Screenshot_2022-08-09_at_2.jpg?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=dfe4f4b3e7d37fe6b09fbfad379a6cab" alt="" width="2880" height="1520" data-path="images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_ZtiCGQmWkPqBvENhxABz_Screenshot_2022-08-09_at_2.jpg" />

Step 3: Now under Authentication Provider-> Click on the search option and look for **"XOXODay\_AuthProvider" and then Click "Save".**

\*\*​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_H7BqeAEK7vBow5XNjQm3_Screenshot_2022-08-09_at_2.jpg?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=d636784f9ce1e2f217fddeebf141c47d" alt="" width="2880" height="1517" data-path="images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_H7BqeAEK7vBow5XNjQm3_Screenshot_2022-08-09_at_2.jpg" />

​Step 4: \*\*Once Saved, It will take you to connect Salesforce with Xoxoday Plum. Click "Allow". If everything looks good, then you'll be taken back to Salesforce.\*\*​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/Screenshot_2022-08-09_at_2_17_50_AM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=89fd37e60f552578069f44b95f929880" alt="" width="2880" height="1510" data-path="images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/Screenshot_2022-08-09_at_2_17_50_AM.png" />

Congrats, you have successfully authenticated.

# Adding 1-1 Widget

\*\*Once the installation is done and you have finished the authentication, now you can access widgets by Xoxoday Plum to send your rewards.

​Step 1:\*\* On the Salesforce homepage-> Select either Leads or Contacts-> Select a Lead (to whomsoever you wish to send a reward)

​Step 2: From the **Navbar-> Select the Setup icon->Select Edit Page**. Under Components search for\*\*"Xoxoday"-> Drag and drop "Xoxodayreward"**on page**​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_nEOhUelUzPZAlCMrX4Di_Screenshot_2022-08-14_at_1.jpg?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=0f13b546ad0a2a1d1fb06dbf3d002ebc" alt="" width="2880" height="1521" data-path="images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/spaces_-MOeXh7erUO5h_LVpN85_uploads_nEOhUelUzPZAlCMrX4Di_Screenshot_2022-08-14_at_1.jpg" />

​Step 3: \*\*Click "Save" and you have successfully added the Xoxoday reward widget.

# Adding Refresh Widget for Automation

Once the installation is done and you have finished the authentication, now you can access widgets by Xoxoday Plum to send your rewards.

**​Step 1:** On the Salesforce homepage

​Step 2: From the Navbar-> Select the Setup icon->Select Edit Page. Under Components search for "Xoxoday"-> Drag and drop "**XoxodayRefreshAutomations**" on page.\*\*​

<img src="https://mintcdn.com/plum/zXbsSEper5I-0r-9/images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/Screenshot_2022-08-13_at_10_23_33_PM.png?fit=max&auto=format&n=zXbsSEper5I-0r-9&q=85&s=d8cce7506d69e3eb9b7edca9cf87542d" alt="" width="2878" height="1517" data-path="images/intercom/help-center-integrations-salesforce-setting-up-salesforce-integration-9414377/Screenshot_2022-08-13_at_10_23_33_PM.png" />

Step 3: \*\*Click "Save" and you have successfully added the XoxodayRefreshAutomation widget.**​Congrats, On successfully adding both the Xoxoday Widgets.**
