In order to get started with the UpHabit and Salesforce integration, you need:
Administrator access to Salesforce. This includes the ability to add/configure third-party apps and configure layouts.
UpHabit Installation key
Please follow the link below if you're integrating into your Production Salesforce account
Please follow the link below if you're integrating into your Sandbox Salesforce account
After you have successfully signed into your Salesforce account, you'll be taken to the Install page. Please choose Install for All Users.
NOTE: To obtain the UpHabit installation key, please email support@uphabit.com from the email address you used to sign up with UpHabit.
Once you have obtained the UpHabit installation key, enter the key and tap on Install.
If you have any questions on how to setup or would like one of our support staff to walk you through it over a call, please do not hesitate to reach out at support@uphabit.com
