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Salesforce integration installation
Kim Giaoui avatar
Written by Kim Giaoui
Updated over a week ago

⚙️ Launch the installation

Connect to the installation URL and define for which users you want this application to be installed.

Configure your page layout

Once the installation is completed, define where you want the Tomorro component to be displayed. You can add it on Opportunity, Account or Case pages.

Here, we will show how to install it for the Opportunity page:

Go to Set up > Object Manager > Opportunity > Lighting Record Pages

Select the Page Layout you want to edit and click on "Edit".

On the Lighting App Builder, search for the Component "contract" and drag and drop it where you want it to be displayed in your page. Then click on "Save".

🎉 Et voilà, the Tomorro application is now fully installed.

All users will see the application where you have added it. Users will need to first connect to Tomorro before starting to create contract. Let's see how to do this.

👁 Connect your Tomorro account

Each user will now have to connect his Tomorro account to the Salesforce application.

Step 1: Go to the page where the Tomorro app is installed

For this, they need to go to the Opportunity page (or Case, Account if you have installed the application on these pages). All users should now see the Tomorro component on this page.

Step 2: Getting your Tomorro API key

In order to connect your Tomorro account to Salesforce, you need to get your API key.

Connect to Tomorro > Go to My account > Integration > Click "Manage integration" on the API banner

Then click on "Generate an API key" if you haven't generated one at the moment. And copy it.

Step 3: Add it to Salesforce

On Salesforce, paste the API key, and click "Start using Tomorro".

💪 Et voilà! You're ready to start using Tomorro from Salesforce.

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