Step 1: Add the Salesforce AppExchange Package
In order to install and configure this application, you must have System Admin privileges within your Salesforce Environment 👌
The Engagio Data Package creates a number of custom fields that you add to standard Page Layouts within Salesforce. These fields are:
What does this package do?
This lightweight package adds custom fields to the Account, Contact, and Lead object so you don't have to create them manually.
It also comes with 4 Lightning components and 4 Visualforce components you can add to page layouts for more visual engagement insights.
What does this package not do?
This package contains NO APEX code or triggers.
This package can NOT modify any existing Salesforce data
This package does NOT add any user profiles or permission sets
Step 1: Install the AppExchange Package
Download the Engagio App directly from the SalesForce AppExchange here.
Step 2: Select “Install for Admins Only”
Step 3: Click Install
The installation will complete and display the following:
Next up, we'll be getting the Engagio integration set up inside of Salesforce.