---
title: "Salesforce Case Assistant for Self Hosted/Private Tenants"
slug: "salesforce-case-assistant-for-self-hostedprivate-tenants"
updated: 2025-05-15T07:54:26Z
published: 2025-05-15T07:54:26Z
---

> ## 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.

# Salesforce Case Assistant for Self Hosted/Private Tenants

Salesforce Integrations widgets require that the Salesforce instance you are connecting to has Cross-Origin Resource Sharing (CORS) permitted for your digital workplace.

## How to Enable CORS for your workplace in Salesforce Client Server

**Step 1: Log in to Salesforce**

- Go to Salesforce and login using an admin account.

**Step 2: Enter the setup panel**

- Click “Setup” at the top right corner.

**Step 3: Navigate to the CORS Management area**

- In the left nav, go to Administration Setup->Security Controls->CORS.

**Step 4: Authorize your workplace**

- Add your full workplace URL.

**Step 5: Save**

- Click the save button to complete the process.

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

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.

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

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

- Install the package for All Users by clicking on [the link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ70000000RQvIAM).
  - **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.

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image-1729499101344.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%202024-10-13%20at%2015.46.41.png)
- Navigate to **Utillity Items.**
- Click **Add Utillity item.**
- Add **Unleash Quick Search** ![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot%202024-10-13%20at%2015.51.39.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.
- Click **Back.**
- In Setup, search for **UnleashSettings.** ![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot%202024-10-13%20at%2015.58.06.png)
- Under UnleashSettings, click on **Manage**.![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot%202024-10-13%20at%2016.00.50.png)
- Then click **Edit** to enter the Embed key.

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image(18).png)