Salesforce Install

Overview

👉🏼

This article walks through the settings to review, and potential adjustments needed to ensure Champify can properly operate in your CRM. Not all items require action.

Install Salesforce Package

Permission Sets

Lead Source Picklist

Page Layout Sections

Navigation Tab

Live Walkthrough

Install Salesforce Package

💡

Before installing, ensure you have sufficient space for Champify’s custom contact, lead, account, and activity fields. Here is the full list. Please Note:

Installation alone will not automatically enable any functions or automations.

By default, Champify will never overwrite, delete, or modify your existing CRM data, and Champify’s apex governor prevents jobs from exceeding Salesforce limits.

Install Instructions:

Sign into Salesforce, then install via this link: go.champify.io/install

Select “Install for All Users” → Click “Install” → Grant access to “api.champify.io” → Click “Continue”

Install typically takes between 2-20 minutes. You’ll receive an email once complete.

Review Permission Sets

To Access & manage Champify confiuration screen

💡

Only needed if the users configuring Champify is not a Salesforce system administrator

Assign the “Champify Administrator” permission set to any non-admin that will be managing Champify’s configuration

*Optional → to run Champify automation with a separate Integration User

💡

Only needed if you prefer Champify automations run under an integration user

Ensure the user has a standard Salesforce license — and then assign both the “Champify Integration User” and “Champify Administrator” permission sets to the user.

Add “Champify” to Lead Source picklist

💡

This ensures accurate measurement and attribution for Champify. Champify will automatically set these values, only when creating net new contacts and leads.

Instructions:

Setup → Object Manager → Lead → Fields & Relationships → Lead Source → Add picklist value → “Champify” → Save

If you also use Champify’s Calendar Sync product, also add “Champify - Calendar Sync” as a separate picklist value

Add Champify to page layouts

💡

This ensures key Champify datapoints are visible on contact & lead detail pages.

Recommended Approach → Champify Lightning Component

Setup → Object Manager → Select Object → Page Layouts

Edit page → Search “Champify” → Drag and drop the “Champify Contact Layout Card” to the side bar / desired location → Save

REPEAT for the Account page with the “Champify Account Layout Card”

Here’s more detailed instructions, and here’s a video walkthrough

Secondary Approach → Add Fields Directly

Settings → Objects → Contacts → Page Layouts → Select Page Layout → Add “Champify” section → drag & drop the below fields under the section → save

Add Champify Tab to Nav Bar

💡

Champify Explorer is the best location for reps to action Champify records, directly in Salesforce. This will make the tab easily accessible to Sales Reps.

Add the tab to the Salesforce Navigation Bar → “Edit” → “Add More Items” → “New” → Search & select “Champify” → Drag to Navigation Items List → “Save”

Further information on Champify Explorer: Champify Explorer documentation