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Learn how to set up Salesforce Integration.

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Steps to Install Salesforce Integration

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

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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. ​Step 2: Under Authentication-> Select Authenticator Provider->Click Edit->Under Authentication Protocol select Auth2.0. Step 3: Now under Authentication Provider-> Click on the search option and look for “XOXODay_AuthProvider” and then Click “Save”. **​ ​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.**​ Congrats, you have successfully authenticated.

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

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