This document will lead you through the process of setting up a Salesforce account, and a LeadAngel account and their connection activation. The legacy connection refers to the existing paid app users. For users on LeadAngel Paid App version 4.28 or under, you can now activate Salesforce integration using the System Administrator profile.
Follow the below steps:
Step 1: Create Accounts
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Create a Salesforce Account:
- Sign up for a Salesforce account at Salesforce Signup.
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Create a LeadAngel Account:
- Register for a LeadAngel account using this link: LeadAngel Registration.
Step 2: Install the LeadAngel Salesforce Package
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Install the Package:
- Access the Salesforce package installation using the following link: Salesforce Package Installation
- Log in with your Salesforce account username and password to proceed with the installation.
Note: To upgrade this version to API Connection User, please go to API-Only User Integration
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- After installation you can proceed with the Layout Customization.
- Once done you can view the connection activation in LeadAngel app> Administration> Integrations> CRM Activation> LeadAngel Paid App- Legacy Connection.
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- Copy the Activation key for SFDC app activation.
- In Salesforce account, Go to the App Launcher and search LeadAngel.
- Go to the LeadAngel setting page, click on Activate LeadAngel Connection.
- Paste the Activation key and click on Activate LeadAngel.
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