Knowledge Base > Salesforce > How to start

in Salesforce

If you have a Salesforce account you can start immediately! actually, you don’t even need to have an existing inwise account because you can open a new account through inwise for Salesforce add-on.

Step by step how to start using inwise for Salesforce:

  1. First install inwise for Salesforce on your Salesforce account. You can do it from here.
  2. After installing inwise for Salesforce, We have to grant inwise permission to use Salesforce.
    Navigate to Setup ⇨ Security ⇨ Remote Site Settings and check the ‘active’ checkbox for ‘inwisesapi2’ remote site:
    Salesforce Remote Site Settings
  3. Open the inwise tab in Salesforce and press on ‘Accounts Configuration’:Salesforce Accounts 1
  4. You can connect your existing inwise account by receiving a token from inwise support by email or chat, or you can create a new account directly from this page by only providing an email, company name and contact name:Salesforce Accounts 2
  5. Press “Save” (for existing account) or “Get Started” (for creating new account) and you are ready to go!

Advanced integration:

Sometimes enterprise organizations have sophisticated Salesforce implementations like different departments that want to work on completely different content. With inwise for Salesfoce you can connect your Salesforce account with many inwise accounts for different uses and users. To do this, configure more accounts like shown above.

Next: Direct login to inwise