Installing the Inkit Salesforce package

Before you can use Salesforce data in the documents you generate through Inkit, you must install the Inkit Salesforce package, which, in turn, will install the Inkit app within your Salesforce implementation.

To install the Inkit Salesforce package, do the following:

1. Go to the Salesforce AppExchange.

2. On the AppExchange homepage, if you do not have an account, click Sign Up and follow the instructions for creating one. Otherwise click Log In.

   

3. Once you are logged in, in the Search AppExchange field, type Inkit and press enter.

   

   Then click Secure Document Generation on Demand.

   

4. In the Secure Document Generation On Demand page, click Get It Now.

   

5. In the Where do you want to install the package dialog box, select the Salesforce account that you would like to install the package into from the Connected Salesforce Accounts dropdown box and click Install in Production.

   

6. In the Confirm Installation Details dialog box, check your information. Then click on the I have read and agree to the terms and conditions checkbox and click Confirm and Install.

   

7. The Salesforce AppExchange will automatically redirect you to Salesforce, where you will need to log in by clicking on your Username.

   

8. In the Install Inkit page, select how you want to install the package. You have the following options:

   • Install for Admins Only
   • Install for All Users
   • Install for Specific Profiles...

   Note: We recommend choosing Install for All Users, as you can always remove users later.

   Finally, click Install.

   

9. In the Approve Third-Party Access dialog box, click on the Yes, grant access to these third-party web sites checkbox and click Continue.

   

10. In the Install Inkit page, click Done.

    

11. In the Install Packages page, you should see Inkit in the list.

    

After you have installed the Inkit Salesforce package, you need to insert your Inkit API key into the Inkit app to enable it.