This section walks you through the complete setup of Proff Connect in your Salesforce org. Follow the steps in order to ensure everything is configured correctly before users start working with the integration.
1. Assigning the Correct Access in Proff Connect
Assign package licenses and permission set groups to your users. This must be done before anything else.
2. Authentication Setup
Add your Proff API token to connect Salesforce to the Proff Premium API.
3. Application Settings
Configure country access, insight storage behaviour, and Bulk Create field sets.
4. Object Field Mapping
Define how Proff data points map to your Salesforce fields for Account, Contact, and Lead.
5. Add Lightning Web Components to your Salesforce org
Add the Proff Connect components to your Account, Contact, and Lead pages using the Lightning App Builder.