Getting Started and Setting up Salesforce Integration

This page will help you in connecting, authenticating, and getting started with your Salesforce Integration.

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 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.

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.

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 on "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.

Step 3: Click on "Save" and you have successfully added the XoxodayRefreshAutomation widget.

Congrats, On successfully adding both the Xoxoday Widgets.