---
title: "Installing the Assistant in Salesforce"
slug: "installing-the-assistant-to-salesforce"
updated: 2025-08-31T17:51:08Z
published: 2025-08-31T17:51:08Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.unleash.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Installing the Assistant in Salesforce

Before starting the installation, contact your Unleash representative to obtain your Embed key.

We will need your Salesforce domain, so please provide your Salesforce login URL. **Important**: The URL should be in the following format: [[domain].my.salesforce.com/](http://[domain].my.salesforce.com/)

[SFDC v2](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/SFDC%20v2.mov)

[SFDC](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/SFDC.mov)

## **To install the Unleash Salesforce Case Assistant in your Salesforce Suite:**

- Install the package for All Users by clicking on [the link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ70000000RQvIAM).
- You must select the advanced options and choose compile only the Apex in the package. If default is chosen it will give an error

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image (2).png) ![Prompt to approve third-party access for the Unleash application installation process.](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image-1747553562871.png)

**Note:** The installation might take a few minutes, so a notification should be sent to your email once it is done.
- After installation, go to the **App Manager** in the Setup.

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image-1747553130136.png)
- Select which Salesforce apps to add Unleash and click **Edit**.
  - **Note:**Unleash is only supported in the Lightning version. ![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot 2024-10-13 at 15.46.41.png)
- Navigate to **Utillity Items.**
- Click **Add Utillity item.**
- Add **Unleash Quick Search** ![Settings for adding utility items in the app, highlighting Unleash QuickSearch option.](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image (4)(2).png)
- 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.

![App settings interface showing navigation items and available selections for customization.](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image (5).png)
- Click **Back.**
- In Setup, search for **UnleashSettings.** ![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot 2024-10-13 at 15.58.06.png)
- Under UnleashSettings, click on **Manage**.![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot 2024-10-13 at 16.00.50.png)
- Then click **Edit** to enter the Embed key.

![Custom settings interface displaying UnleashSettings and organization level value options.](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image (6)(1).png)

****How to create and customize the Unleash Case Assistant?****

- Create a [Salesforce Assistant](/v1/docs/salesforce-case-assistant) in Unleash.
- From the kebab menu click **Copy** **Assistant ID.**

![Admin Center displaying AI assistants with options to manage and create new assistants.](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image-1747560164452.png)
- Open Salesforce and navigate to **Cases.**Select a case.
- From the case page, click on **Setup menu**.

Click **Edit Page**.
- Search for Unleash Case Assistant in the Components section.
- Drag the **Unleash Case Assistant componen**t to the right-hand side, adjust the height and add the Assistant ID.

![Lightning App Builder interface showing components including Unleash Care Assistant.](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image-1747560600191.png)
- Paste the Assistant ID from Unleash into the Assistant ID box in Salesforce.

![Case record interface displaying tools and details for managing customer inquiries.](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image (9)(1).png)

[Custom Unleash](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Custom%20Unleash.mov)