Lusha for Salesforce Lightning - Installation Guide

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.

appex-1

Select the Install in Production option.

installinprod

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

installinprod 02

 

Step 2:

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

appex01

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

appex02

 

After installation is complete, click on the Done button.

 

Step 3:

Go to the Lusha Admin tab and log into your Lusha account.

SF - log in

 

Step 4:

Authorize the Lusha API by clicking the button.

Once authenticated, click Continue.

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

create rule01.1 

To learn about rules, read this article.

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

 

 

 

For any further assistance, please contact our support team.