# Getting Started and Setting up Salesforce Integration

## Steps to Install Salesforce Integration

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

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2F53BQK2SZSVbb369AthK3%2FScreenshot%202022-08-02%20at%2012.38.06%20AM.png?alt=media\&token=12954ee2-ac2f-4cec-8ceb-3d3f2516c40a)

**Step 2.** Go to Apps-> AppExchange marketplace-> Search Xoxoday plum and Click on "Get it now!": This will install plum on your salesforce.

{% hint style="warning" %}
//App once published add image
{% endhint %}

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2FszHb5L7IaaXOyJKUM4Lw%2FScreenshot%202022-08-13%20at%206.13.07%20PM.png?alt=media\&token=dcc2eea1-7ad0-4094-8902-56c3e89b70b4)

> **There are three options for installing your app:**
>
> * I*nstall 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.

{% hint style="success" %}
    **Congrats, you have successfully installed the application.**
{% endhint %}

## 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: I**n the home section: \
Go to Setup->Users->select users->Auth settings for external -> Named Credential.

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2F6SOSzV8j0fTbYoMgbGPG%2FScreenshot%202022-08-09%20at%201.54.13%20AM.png?alt=media\&token=24208551-86b0-4ed2-a454-76ca8fcf3fc9)

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2FC1qx4OCClSkRAewQ8cPH%2FScreenshot%202022-08-09%20at%202.05.11%20AM.png?alt=media\&token=cd2ad153-f1af-470d-b0aa-a4e65dd2c825)

**Step 2:** Under Authentication-> Select Authenticator Provider->Click Edit->Under Authentication Protocol select Auth2.0.

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2FZtiCGQmWkPqBvENhxABz%2FScreenshot%202022-08-09%20at%202.10.55%20AM.png?alt=media\&token=78603cab-f370-40cf-bd7d-325c202b35cd)

**Step 3:** Now under Authentication Provider-> Click on the search option and look for "XOXODay\_AuthProvider" and then Click "Save".

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2FH7BqeAEK7vBow5XNjQm3%2FScreenshot%202022-08-09%20at%202.15.32%20AM.png?alt=media\&token=8d4dd841-9081-4d18-8eba-25b06394c0ad)

**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.

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2FG00wfIvTZXuhumoxtfo0%2FScreenshot%202022-08-09%20at%202.17.50%20AM.png?alt=media\&token=db378b2e-67e0-450e-844a-58d7bd54a785)

{% hint style="success" %}
**Congrats, you have successfully authenticated.**
{% endhint %}

## Adding 1-1 Widget  <a href="#adding-1-1-widget" id="adding-1-1-widget"></a>

Once the installation is done and you have finished the authentication, now you can access widgets by Xoxoday Plum to send your rewards.&#x20;

**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&#x20;

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2FnEOhUelUzPZAlCMrX4Di%2FScreenshot%202022-08-14%20at%201.18.31%20PM.png?alt=media\&token=8b09b883-e49b-471f-a68d-a3895866578a)

**Step 3:** Click on "Save" and you have successfully added the Xoxoday reward widget.

## Adding Refresh Widget for Automation  <a href="#adding-refresh-widget-for-automation" id="adding-refresh-widget-for-automation"></a>

Once the installation is done and you have finished the authentication, now you can access widgets by Xoxoday Plum to send your rewards.&#x20;

**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.

![](https://1597622271-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOeXh7erUO5h_LVpN85%2Fuploads%2FJ3F8N21iv5Fnp2lPLpYt%2FScreenshot%202022-08-13%20at%2010.23.33%20PM.png?alt=media\&token=f358bf79-011f-43a2-ba85-435d3d631607)

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

{% hint style="success" %}
**Congrats, On successfully adding both the Xoxoday Widgets.**
{% endhint %}