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

# Salesforce Integration Setup

> How to install the Deeto package in Salesforce, configure field mappings, assign permissions, and start using Deeto inside Salesforce opportunities and accounts.

The Deeto Salesforce integration brings your reference program directly into your sales team's existing Salesforce environment. Sales reps can invite prospects, find matching references, and track reference activity without leaving Salesforce.

## Prerequisites

* Active Salesforce org (sandbox or production) with Admin access
* Active Deeto workspace with Admin access
* Installation URL from your Deeto Customer Success Manager

***

## Installation

<Steps>
  <Step title="Get your installation URL">
    Log in to your Deeto workspace as an administrator. Go to **Settings** → **Integrations** → **Salesforce**. Your Deeto CSM will provide a customized installation link for your environment.
  </Step>

  <Step title="Install the package in Salesforce">
    Copy the installation URL and paste it into your browser while logged into Salesforce. On the "Install Deeto Package" screen, choose your target environment:

    * **Production** — Install in your live Salesforce org
    * **Sandbox** — Install in a test environment first (recommended)

    Review the package contents and click **Install**.
  </Step>

  <Step title="Configure field mappings">
    After installation, go to **Deeto Settings** in Salesforce → **Integration** → **Field Mapping**. Map Salesforce fields to Deeto:

    * Contact fields — name, email, company, industry, etc.
    * Account fields — company name, industry, size, etc.
    * Opportunity fields — stage, amount, close date, etc.

    Save your mappings.
  </Step>

  <Step title="Assign permissions">
    Go to **Setup** → **Users** → **Permission Sets**. Find the **Deeto User** permission set, click **Manage Assignments**, select the users who should have Deeto access, and click **Assign**.
  </Step>

  <Step title="Enable the Deeto tab">
    Go to **Setup** → **App Manager**. Create a new app or edit an existing one, add the **Deeto** tab, save, and assign it to relevant users.
  </Step>

  <Step title="Configure the Connected App">
    Go to **Setup** → **Apps** → **Connected Apps** → **Manage Connected Apps**. Find "Deeto", review the OAuth scopes and permissions, and approve if prompted.
  </Step>

  <Step title="Test the integration">
    Open an Opportunity in Salesforce and click the **Deeto** tab. You should see Deeto reference options. Try inviting a prospect to verify reference matching works correctly.
  </Step>
</Steps>

***

## What you get after installation

**Deeto tab in Opportunities** — View recommended references for prospects, invite them to connect with references, track reference call status and outcomes, and access customer proof — all without leaving Salesforce.

**Deeto tab in Accounts** — View all references associated with an account, track their engagement and participation, and access their contribution history.

**Campaign triggering** — Use Salesforce Flows to automatically trigger Deeto campaigns. Enroll contacts based on opportunity status and collect feedback at key lifecycle moments.

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Deeto tab not appearing">
    Verify the Deeto app is enabled in your org. Check that the Deeto tab is added to your app layout. Ensure your user has the Deeto permission set assigned.
  </Accordion>

  <Accordion title="Field mapping issues">
    Review your field mappings in Deeto Settings. Verify that Salesforce field API names are correct and that data types match between systems.
  </Accordion>

  <Accordion title="References not appearing">
    Verify you have references in your Deeto Knowledge Hub. Check contact and account matching criteria. Ensure the Salesforce contact has sufficient data for matching.
  </Accordion>
</AccordionGroup>

***

## Next steps

* Train your sales team on using the Deeto tabs in Salesforce
* Set up Flows to automatically trigger campaigns based on opportunity events
* Populate your Knowledge Hub with references
* Monitor reference engagement in Platform Performance

## Support

Contact your Deeto Customer Success Manager or email [support@deeto.ai](mailto:support@deeto.ai).