Installing the Assistant to Salesforce

To install the Unleash Salesforce Case Assistant to your Salesforce Suite:

• Install the package for All Users by clicking on the link.

  • Note: The installation might take a few minutes, so a notification should be sent to the customer's email once it is done.

• After installation, go to the App Manager in the Setup.

  

• Select which Salesforce apps to add Unleash and click Edit.

  • Note: Unleash is only supported in the Lightning version.
    

• Navigate to Utillity Items.

• Click Add Utillity item.

• Add Unleash Quick Search
  

• Name the label Unleash.

• Name the icon Search.

• Change the Panel Width to 600.

• Change the Panel Height to 600.

• Optional: Add the Assistant ID.

• Click on Navigation Items in the tree.

• Under Selected Items add Unleash.

• Click Back.

• In Setup, search for UnleashSettings.
  

• Under UnleashSettings, click on Manage.

• Then click Edit to enter the Embed key and Tenant.