Lusha for Salesforce Classic - Installation Guide

You can easily install Lusha for Salesforce Classic in under 5 minutes

Our install process will get you up and running with Lusha in under 5 minutes.

Download

If Lusha package is not installed in your Salesforce, you can head to our AppExchange page to get started:

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Install

1. Make sure to install Lusha to all of your users:

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Setup

After you've installed the package follow these steps:

1. Navigate to the Remote Site Settings page in the Setup menu and click the New Remote Site button:

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2. Add the remote site URL for Lusha: https://sf.lusha.co, and click on the Save button:

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3. Click on the Tabs page in the Setup menu and click the New for Visualforce Tabs.

4. Select the Lusha Admin from the drop down menu of the Visualforce page, write Lusha Admin for the Tab Label (Tab Name should auto-populate), then choose a Tab Style and click Next.

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5. On the Step 2 page, change the first option to default off:

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And elect the lower option Apply a different tab visibility for each profile:

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6. Change the Default setting for the System Administrator to "Default On" and click on Next:

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7. On Step 3 page, "Add to Custom Apps", make sure that all check-boxes are checked and click the Save button.

8. Click the new Lusha Admin Tab to login to your account.

9. After you're logged in, change Status toggle button to Active.

If you don’t have an account with us, you can create a new account by clicking the Register link.

Time to install the widgets

Go to Setup > Customize > Leads > Page Layouts > Edit on the object of your choice. We'll be working with leads in this example, but the process is the same for contacts and accounts.

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In the upper box select "Visualforce Pages" on the left and then click and drag "LushaLead" into a "New Section" on the page:

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Once it’s in place, click the wrench icon in the upper right hand corner of the widget area. Set the height to 260px. Make sure that Show scrollbars is checked and click OK. Then click Save on the top left corner of the "Lead Layout".

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We highly recommend adding the widget to the lead, contact, and account object layouts.

Well done! You have successfully installed Lusha for Salesforce, now go to a lead and see the details Lusha has found for you.

For any further inquiry or assistance, please contact support via the following FORM.