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Install SaaSquatch for Salesforce (Public)

Install SaaSquatch for Salesforce (Public)

Referral SaaSquatch for Salesforce is a managed package that provides a one-way synchronization of referral data from Referral SaaSquatch into Salesforce. This install guide will walk you through the step to correctly install and configure the package.
1
Introduction:
2
Install the Package and Enable Sync:
3
Login to your Salesforce organization
4
Configure the Integration in the SaaSquatch Portal
5
Configure your Salesforce Organization:
6
Configure Page Layouts
7
Toggle Optional Triggers (Optional)