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How do I install Ambition in Salesforce?

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Travis Truett
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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 Ambition instance.

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

Screen_Shot_2019-12-30_at_8.47.00_AM.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.

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