Salesforce Appexchange Integration

Installation URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf4000004IzNt‚Äč

Please follow steps below for installation;

  1. Login Salesforce org credentials.

  2. Paste Package URL in the browser address bar, hit enter.

  3. Enter package password if prompted, please contact support@circlehd.com to get the package password.

  4. Select "Install for all Users" option, select checkbox below and click install.

Package will be now installed in your org, please follow next steps below to add CircleHD tab to navigation bar;

  1. Click on App Launcher icon

  2. Search for CircleHD

  3. Click CircleHD under "All Items" section.

  4. Select "Add CircleHD to Nav bar" option in the drop down.

CircleHD will be added as one of the tabs in Salesforce UI.

For any questions or issues, please reach out to support@circlehd.com.

Note; You must have a paid CircleHD account and Admin privilege to install Salesforce integration. This package installation is supported in Enterprise and Unlimited editions of Salesforce only.