How to install Accord's Salesforce App in your Salesforce instance
Summary
Understand what's happening in your connected Accord without leaving Salesforce. This article outlines how to install and setup the Accord CRM Card to your Salesforce Opportunity view.
Key takeaways
Installation Instructions
1. Ensure you have the right permissions
The Accord Salesforce App must be installed by any System Administrator.
Alternatively, a user with the Sales Profile and custom permissions enabled (listed below) can also install the app.
To install packages: Download App Exchange Packages
To configure installed packages: Customize Application
To assign licenses for a managed package: Manage Package Licenses
2. Install the Accord App
Click here to install the Accord App. You will be prompted to log in to your Salesforce organization. You will see the Install Accord prompt (as seen below). Choose Install for All Users and click Install.
Note: if installing the Accord application on your sandbox environment use the following URL format:
https://<MyDomainName>.lightning.force.com/packagingSetupUI/ipLanding.app?apvId=04t4W000002kf6M
For more instructions, please see Salesforce Documentation here.
Note: The Accord App is not yet listed in the AppExchange marketplace. You may see a related warning. Accord is SOC2 compliant and the Accord App is secure, functioning, and fully production-ready.
Setup Instructions
Horizontal view of an Opportunity with a connected Accord.
Vertical view of an Opportunity with a connected Accord.
Add the Accord Lightning Web Component to your Opportunity page layout
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Go to an Opportunity
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Click "edit page" using the menu in the top right
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Drag and drop the Accord Lightning Web Component where you'd like it to live on the page
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Last step: add your Accord workspace name (the text before .inaccord.com in https://[your-workspace-name].inaccord.com) to the Accord Lightning Web Component configuration sidebar. (Do not enter "sandbox".)
(Optional) Add the Accord Web Component to your custom objects
You can also add the Accord Lightning Web Component to pages displaying custom objects (as long as the custom object has an Opportunity relationship). This will display the Accord tied to the Opportunity on the custom object's name.
To do so, the Opportunity Id API Name property must be configured to point to the field that contains the Opportunity relationship. (See screenshots below)
In this example, the Opportunity Relationship's field name is inaccord__Opportunity__c.
For Salesforce users to view the data presented in the lightning component, they must have an Accord license, and have logged into Accord from their browser at lease once.
Need help? If you get stuck at any point in this process please reach out to support@inaccord.com.