# SFDC Installation and Initial Configuration

## Overview

We recommend that all users read the[ **Quick-Start Guide**](/onboarding/quick-start-guide.md) for a thorough intro to the system.

Or if you just need a quick refresher, see the [**Core System Mechanics TL;DR**](/onboarding/core-system-mechanics-tl-dr.md).

For info about system architecture, data flow, and security model, see the[ **Security & Compliance Architecture**](/onboarding/security-and-compliance-architecture.md) article.

**This doc will cover:**

* [Quick Intro to the System For Admins](/onboarding/sfdc-installation-and-initial-configuration.md#quick-intro-to-the-system-for-admins)
* [Package Installation](/onboarding/sfdc-installation-and-initial-configuration.md#package-installation)
* [Permission Assignment](/onboarding/sfdc-installation-and-initial-configuration.md#permission-assignment)
* [Record Page Customization](/onboarding/sfdc-installation-and-initial-configuration.md#record-page-customization)
* [Picklist Configuration](/onboarding/sfdc-installation-and-initial-configuration.md#picklist-configuration)
* [Field Label Customization](/onboarding/sfdc-installation-and-initial-configuration.md#field-label-customization)

***

## Quick Intro to the System For Admins

### System Architecture Overview

![Diagram illustrating core relationships between Leads, Contacts, Opportunities, and Engagements in Salesforce.](/files/1d191044b1af4d641f3847484375030417db38ed)

The diagram above illustrates some of the key relationships between our core custom object and some of the standard objects.

For more information, see the[ Engagement Object Relationships](/onboarding/quick-start-guide.md#engagement-object-relationships) section of the Quick-Start Guide.

### System Components Overview

The Integrous Analytics package interacts with standard Salesforce objects and introduces several custom components:

#### Standard Object Enhancements

* **Leads, Contacts, and Opportunities:** Enhanced with Attribution Info and Sales Journey fields and trigger the creation of Engagements
* **Opportunity Contact Roles:** Trigger the creation of Engagements in some cases
* **Campaign:** Custom fields for Engagement record generation
* **Campaign Members:** Trigger the creation of Engagements when configured
* **Task:** Configurable criteria for Engagement record generation

#### Custom Components

* **Integrous Analytics App:** Centralized location for accessing Admin Console, dashboards, and related object tabs
* **Admin Console:** Configuration hub for Integrous Analytics in Salesforce
* **Engagement Object:** Core object storing attribution and sales progression data
* **System Logs:** Records of system operations for monitoring and troubleshooting
* **Reports & Dashboards:** Pre-built analytics for attribution and funnel performance

#### Field Categories

There are many important fields in the system. Here are a few of the key ***categories*** of fields:

* **Attribution Info:** Fields displaying cleaned attribution data
* **Sales Journey:** Fields capturing funnel progression milestones
* **Processing Fields:** Fields on Leads and Contacts for temporarily holding Engagement info as Engagements are created
* **Raw Fields:** Fields for holding uncleaned underlying data; used for setting attribution information and troubleshooting, but not in reporting. Inform the values in the ‘Reporting’ fields.
* **Reporting Fields:** Attribution fields used in reporting, derived from Raw fields, used in reporting

More info: [Processing, RAW, and Reporting Fields](/key-concepts/processing-raw-and-reporting-fields.md)

***

## Package Installation

### Salesforce Edition Compatibility

Integrous Analytics is designed to integrate seamlessly with Salesforce Sales Cloud and is compatible with the following Salesforce Editions:

* Salesforce Enterprise Edition
* Salesforce Unlimited Edition
* Salesforce Developer Edition

### Prerequisites for Administrators

Before installing and configuring the package, ensure you have:

* Salesforce Administrator Knowledge: Familiarity with Salesforce administration concepts including object relationships, custom fields, record pages, and permission sets.
* Flow and Automation Expertise (Optional): While not required, experience with Salesforce Flow or other automation tools will be helpful for extending functionality.

### Pre-Installation Steps

Complete these steps before beginning the installation:

* Verify that Campaigns are enabled in your Salesforce organization
* Assign the Marketing User permission to all users who will manage campaigns
* Confirm that relevant user profiles have permission to edit Campaigns
* Ensure Opportunity Contact Roles are enabled and properly configured

### Installation Process

{% stepper %}
{% step %}

### Log into your target Salesforce environment

Paste the installation link provided by Integrous Analytics after the '.com/' portion of your Salesforce URL.
{% endstep %}

{% step %}

### Select the installation package options

On the installation page, select "Install for Admins Only".
{% endstep %}

{% step %}

### Authorize the installation

Check the box to authorize the installation.
{% endstep %}

{% step %}

### Install the package

Click "Install".
{% endstep %}

{% step %}

### Approve third-party website access

On the next page, select “Yes, grant access to these third-party web sites” checkbox, then click “Continue”.

{% hint style="info" %}
Note: This checkbox enables license provision by Integrous Analytics, as well as the data mapping functionality (for more info, see the[ Data Mapping Module ](/admin-console/data-mapping-module.md)article)
{% endhint %}

![Approval screen for third-party access with highlighted checkbox and website information.](/files/552ae711001deaaefd210c419741bbd5f712c59a)
{% endstep %}

{% step %}

### Wait for installation to complete

Installation typically takes several minutes. You'll receive an email notification once it's complete.
{% endstep %}
{% endstepper %}

***

## Permission Assignment

The package includes two pre-configured permission sets:

**Integrous Admin**

* Provides complete access to all system functionality and configuration settings
* Includes access to raw attribution data
* Enables management of Sales Journey configuration, campaign settings, and feature activation
* Controls log retention and license retrieval capabilities

**Integrous User**

* Provides access to cleaned and formatted attribution data for reporting
* Restricts access to configuration settings and raw data
* Appropriate for end users who need to view and analyze attribution data

We recommend applying the **Integrous User** Permission Set to **all internal Users**. For instructions on applying this to current Users and automatically to all future Users, see[ Granting ‘Read’ Access to All Salesforce Users](/onboarding/granting-read-access-to-all-salesforce-users.md).

{% hint style="warning" %}
Assign administrators both permission sets to ensure complete access to all functionality.
{% endhint %}

### License Activation

After installation and permission assignment, activate your license:

{% stepper %}
{% step %}

### Log in as an administrator

Use an administrator account with the Integrous Admin permission set.
{% endstep %}

{% step %}

### Open the app

Open the App Launcher and locate the "Integrous Analytics" app.
{% endstep %}

{% step %}

### Open license management

Navigate to the "Integrous Admin Settings" tab.
{% endstep %}

{% step %}

### Refresh the license

In the License Management section, click "Refresh License Status".
{% endstep %}

{% step %}

### Confirm activation

The page will reload, displaying all configuration settings and a success message.
{% endstep %}
{% endstepper %}

![Integraous Analytics License Management page with activation instructions and license status refresh option.](/files/7ab6f56a713b639e4525e7de750871f1f5b07937)

If you encounter any issues activating your license, contact Integrous Analytics support.

***

## Record Page Customization

The package includes pre-configured Lightning Record Pages accessible through the Integrous Analytics app. If you are using Lightning Record Pages, you can incorporate additional components into your existing pages for standard objects like Leads, Contacts, and Opportunities.

#### Lead/Contact Record Pages

{% hint style="info" %}
To save implementation time, we recommend reading through this section before beginning configuration. If you’d like to add both fields from related Engagements ***AND*** related lists of Engagements, you can do these together in the same set of Lightning Record Page edits.
{% endhint %}

#### Adding Attribution Quick Actions

{% hint style="warning" %}
We strongly recommend adding useful attribution and sales progression info to Leads and Contacts via their relationship to their most recent Activation Engagement record. We additionally recommend removing any legacy fields that contain similar information to avoid confusion and ensure everyone is aligned around the new system.
{% endhint %}

To add this attribution and sales progression info to Leads and Contacts:

{% stepper %}
{% step %}

### Navigate to the object

Navigate to the **Lead** or **Contact** object in Setup.
{% endstep %}

{% step %}

### Open the Lightning Record Page

Click **‘Lightning Record Pages’** > Edit your desired page.
{% endstep %}

{% step %}

### Add a Related Record component

Drag & drop a Related Record component to the page.

![The image displays a search bar and a highlighted 'Related Record' option.](/files/94e6e513fb282ee552261d001cfe66a8d9e6eb23)
{% endstep %}

{% step %}

### Configure the first component

* For Update Action, select "Attribution Info"
* Set Header Label to "Attribution Info"

![Engagement Info section.](/files/9fde23dbe9d87883802f5426884b469d35ed37b6)
{% endstep %}

{% step %}

### Add a second Related Record component

* For Update Action, select "Sales Journey"
* Set Header Label to "Sales Journey"
  {% endstep %}

{% step %}

### Save the page

Save changes to the Lightning record page.
{% endstep %}
{% endstepper %}

Note: If you’re configuring a Lightning page for Marketing Admins, you can also expose uncleaned (raw) UTM data gathered for Contact or Lead. To do that, repeat steps 1-5 and select ‘UTM Tags’ action for step ‘4’, name the component ‘UTM Tags’.

#### Adding Related Lists

{% hint style="warning" %}
We additionally strongly recommend adding related lists of Engagements to Lead and Contact pages. This provides a critical history of Lead/Contact interactions.
{% endhint %}

To add Engagement Related Lists:

{% stepper %}
{% step %}

### Navigate to the object

Navigate to the Lead or Contact object in Setup.
{% endstep %}

{% step %}

### Open the page layout

Click Page Layouts > select the layout to modify.
{% endstep %}

{% step %}

### Open Related Lists

Click "Related Lists" at the top left.
{% endstep %}

{% step %}

### Add the related list

Drag "Engagements" to the Related Lists section.
{% endstep %}

{% step %}

### Save the layout

Save the layout.
{% endstep %}

{% step %}

### Open Lightning Record Pages

Click Lightning Record Pages > Edit your desired page.
{% endstep %}

{% step %}

### Add Dynamic Related List components

* Configure one for "All Engagements"
* Configure another for "Activation Engagements"
  {% endstep %}

{% step %}

### Save the page

Save changes to the Lightning record page.
{% endstep %}
{% endstepper %}

#### Opportunity Record Page

{% hint style="warning" %}
We strongly recommend adding useful attribution and sales progression info to Opportunity pages via their ‘ **Attribution Engagement**’ relationship.
{% endhint %}

To add this attribution and sales progression info to Opportunities:

{% stepper %}
{% step %}

### Navigate to the object

Navigate to the Opportunity object in Setup.
{% endstep %}

{% step %}

### Open the Lightning Record Page

Click Lightning Record Pages > Edit your desired page.
{% endstep %}

{% step %}

### Add Related Record components

* One for "Attribution Info"
* One for "Sales Journey"
  {% endstep %}

{% step %}

### Save the page

Save changes to the Lightning record page.
{% endstep %}
{% endstepper %}

#### Campaign Record Page

The Integrous Analytics system provides the ability to create Engagement records from Salesforce Campaigns. See the related help article for more information: [Creating Engagements From Campaigns](/how-to-guides/creating-engagements-from-campaigns.md)

In order to use this feature:

{% stepper %}
{% step %}

### Navigate to the object

Navigate to the Campaign object in Setup.
{% endstep %}

{% step %}

### Open the Lightning Record Page

Click Lightning Record Pages > Edit your desired page.
{% endstep %}

{% step %}

### Add a Related Record component

* For Update Action, select "Engagement Info"
* Set Header Label to "Engagement Info"
  {% endstep %}

{% step %}

### Add component visibility filtering

* Scroll to Set Component Visibility section
* Click Add Filter > Advanced
* Select Permissions > Custom Permissions
* Choose "ViewAllEngagementFields"
  {% endstep %}

{% step %}

### Save the page

Save changes to the Lightning record page.
{% endstep %}
{% endstepper %}

**Note:** The Campaign quick action is only available to users with ‘Integrous Admin’ permission set assigned.

***

## Picklist Configuration

The Integrous System allows creating Engagements from Campaigns and Tasks. To use these features, two picklists need to be configured to ensure consistent data capture for easier reporting.

{% hint style="warning" %}
Ensure that the values set in **Engagement Medium** and **Engagement Type** conform to your organization’s **UTM Taxonomy**.
{% endhint %}

### Campaign Picklists

Before configuring Campaigns to create Engagements:

{% stepper %}
{% step %}

### Open Campaign fields

Navigate to Setup → Object Manager → Campaign.
{% endstep %}

{% step %}

### Open the Engagement Medium field

Click Fields & Relationships → Engagement Medium.
{% endstep %}

{% step %}

### Add picklist values

Scroll down to the Values section and click New.
{% endstep %}

{% step %}

### Enter the values

Add necessary picklist values for your organization.
{% endstep %}

{% step %}

### Save

Click Save.
{% endstep %}
{% endstepper %}

Repeat these steps for the **Engagement Type** field.

More info: [Creating Engagements from Campaigns](/how-to-guides/creating-engagements-from-campaigns.md)

### Task Config

Before configuring Tasks to create Engagements:

{% stepper %}
{% step %}

### Open Sales Activity Config

Navigate to Setup → Object Manager → Sales Activity Config.
{% endstep %}

{% step %}

### Open the Engagement Medium field

Click Fields & Relationships → Engagement Medium.
{% endstep %}

{% step %}

### Add picklist values

Scroll down to the Values section and click New.
{% endstep %}

{% step %}

### Enter the values

Add necessary picklist values for your organization.
{% endstep %}

{% step %}

### Save

Click Save.
{% endstep %}
{% endstepper %}

Repeat these steps for the **Engagement Type** field.

More info: [Creating Engagements from Tasks](/admin-console/creating-engagements-from-tasks.md)

***

## Field Label Customization

Sales progression is one of the core types of information captured in the Integrous Analytics system, enabling reporting on funnel milestones such as lead routed/working, opportunity/pipeline creation, and win ([more info](/onboarding/quick-start-guide.md#sales-progression-measurement)). These milestones are tracked using date and owner fields.

Our system uses generic sales stage names by default; however, some customers prefer to use their internal terminology.

For example, you might prefer:

| Default Label | Custom Label Examples |
| ------------- | --------------------- |
| Stage 1 Date  | Activation Date       |
| Stage 2 Date  | MQL Date              |
| Stage 3 Date  | SAL Date              |

While these can’t be edited directly, you can ***override*** them using Salesforce’s **Translation Workbench**.

This allows you to customize how field names appear on records and in reporting (e.g., change ***Stage 2 Date*** to ***MQL Date***), though it does not change the underlying field API names.

**Note:** This is an ***optional*** customization and **does not affect how** the system processes data or tracks sales stages. It only changes how field names appear to users.

To learn more, see the [**Customizing Field Labels** ](/how-to-guides/customizing-field-labels.md)article for step-by-step instructions.

***

## Resources

* [Quick-Start Guide](/onboarding/quick-start-guide.md)
* [Customer System Prerequisites](/onboarding/customer-system-prerequisites.md)
* [Configuration Decisions](/onboarding/configuration-decisions.md)
* [How-To Guides](/how-to-guides.md)
* [Admin Console Guides](/admin-console.md)
* [Security & Compliance Architecture](/onboarding/security-and-compliance-architecture.md)


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