> For the complete documentation index, see [llms.txt](https://help.circlehd.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.circlehd.com/management/integration-partners/salesforce-appexchange-integration.md). # Salesforce Appexchange Integration Installation URL: 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 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 . **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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.circlehd.com/management/integration-partners/salesforce-appexchange-integration.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.