Installing the Assistant to Salesforce

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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 Utility Items.
Click Add Utility 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 and then Edit to enter the Embed key and Tenant.

How to custom Unleash in Cases page?

From a case page, click on Setup menu.
Click Edit page.
Drag the Unleash Cases Assistant component and adjust the height and assistant ID.

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