Articles in this section

See more

How do I install Ambition in Salesforce?

Avatar
Travis Truett
  • Updated
Follow

Installing and Authorizing Ambition in Salesforce

Ambition is deeply integrated with Salesforce, the world's leading CRM.

Prerequisites

  • Professional, Enterprise, Performance, Unlimited Edition
  • Salesforce System Administrator License

Wish to install using a headless user? Lean more here.

 

Install Ambition into Production Salesforce

1. Log in to your Organization's Ambition instance. After install, Ambition can be accessed within Salesforce, but preinstall Ambition must be accessed through your org's standalone Ambition domain.

2. Open the left navigation and click Administration > Data > Integrations.

Screen_Shot_2020-07-27_at_3.19.28_PM.png

 

3. Under Available Integrations, click the blue Enable Integration button in line with the Salesforce Integration.

Screen_Shot_2019-12-30_at_8.39.10_AM.png

 

Once enabled, the Salesforce Integration will appear under Active Integrations at the top of the page.

4. Click the Settings button to enter the Salesforce Integration.

Screen_Shot_2019-12-30_at_8.37.32_AM.png

5. Click the Installation/Authentication tab.

6. Click the green Install App button.

Screen_Shot_2019-12-30_at_8.37.55_AM.png

7. When prompted, enter your Salesforce Production credentials.

↳ Installing with a Headless User? Enter the Headless User's credentials.

8. Click the Download for Production button.

9. Set Security Level to "Install for Admins Only" and click Install.

10. Approve Third-Party Access with a checkmark and click Continue.

Ambition is now installing, a process that typically takes 3-4 minutes to complete.

11. Once installed, return to the Installation/Authentication tab within Ambition and click the green Authorize API button.

Screen_Shot_2019-12-30_at_8.50.17_AM.png

12. Click Allow when prompted. You will be redirected back to Ambition once authorization is complete. This authorization process might take ~1 minute.

Getting an error when you try to (re)authorize during steps 9 and 10? Try repeating the process with your browser in Private Browsing (IE) or Incognito (Chrome) mode. Sometimes there are cookie-related issues, especially if you have recently logged into another user's Salesforce account.

Related articles

Comments

0 comments

Article is closed for comments.