As a part of your Autofy Subscription, we offer a free Salesforce Package to help you make the most out of your integration. This article provides you with a step by step guide on how to install this package. 

  1. Go to your Connections page and then click Connection Settings under your Salesforce Connection. 

2. Click the blue "Click here to install our Salesforce package" link. 

3. This will take you to a new page where you can select your user access preferences for the package and then click Install.

4. Once the package install is complete, click done.

5. The package is now installed into your Salesforce Org. 

That's it! For more information on what is included in this package and how it can apply to your sync, check out this article.

For questions, please feel free to reach out to us at

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