Before you begin, make sure that:

You are a Salesforce administrator or have administrator credentials, and you have a paid Lusha account.

If you already have a previous Lusha for lightning and are now upgrading - follow the steps.

Step 1:

Add the Lusha app from Appexchange.

Select the Install in Production option.

Check the I have read and agree to the terms and conditions checkbox and click on the Confirm and Install button.

Step 2:

Select the Install for All Users option and click on Install:

Check the 'Yes, grant access to these third-party web sites' checkbox and press Continue.

After installation is complete, click on the Done button.

You will be redirected to the 'Installed Packages' page.
Click the 'Configure' button.


Step 3:

You are now in the Lusha Admin page. Please login using your Lusha credentials.

Step 4:

Authorize the Lusha API by clicking the button.

Once authenticated, click Continue.

Done! Now you are ready to create your first rule.

To learn about rules, read this article.

Finish the installation process by adding the Lusha components to accounts, contacts, and leads.

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