Managed Salesforce Package

What is in the Package?

When you upload the installation package to your Salesforce Instance, you gain visibility into Paminga through iFrames.

Those iFrames allow you to see things such as a Contact’s activity history and even unsubscribe them from email communications right from your Salesforce account!

The package also includes custom fields that allow you to see important marketing attribution data such as First Touch and Last Touch sources and dates, Lead Score and Most Recent Visit date.

Package Install Instructions

Install the Paminga package into Salesforce

• Click one of these links to login and begin the installation process
  • Install in Production Instance
  • Install in Sandbox Instance
• Select Install for Admins Only if you plan to create permission sets for users
• Select Install for All Users to have the fields viewable by default for all
• Check the box for I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program
• Click on Install
• You will be prompted to Approve Third-Party Access
  • The package adds https://crm.paminga.com and https://www.paminga.com to CSP Trusted Sites
  • This allows Salesforce to display the Paminga iframes.
  • Check the box for Yes, grant access to these third-party web sites
  • Click Continue
• You will see a spinner for Installing and granting access to [your Install for selection]...
• You will end on the screen Installation Complete!
  • The Post Installation Instructions will be displayed
  • Click Done

Post Install Instructions

Get the Paminga App Token

• Log into Paminga as the user you choose to use for iframe authentication
• In the upper right, hover the user initials and click Personal Settings
• In the Left Nav, click Personal Access Tokens
• Click Generate Token
• Name the token Salesforce iframe Token
• Click Create Token
  • Copy this token for use in Salesforce

Enter your Paminga App Token into Salesforce

• Go to Setup->Custom Code->Custom Metadata Types
• You will see Paminga Setting
  • Click Manage Records
• Click New
• For the Label, enter App Token
• For the Name, it will auto-fill as App_Token
• Paste your copied token into the Paminga App Token field
• Click Save

Add the Paminga fields and iframes to your layouts

• Salesforce Classic

  • Setup->Objects and Fields->Object Manager->Account->Page Layouts
  • Setup->Objects and Fields->Object Manager->Contact->Page Layouts
  • Setup->Objects and Fields->Object Manager->Lead->Page Layouts

• Lightning

  • Setup->Objects and Fields->Object Manager->Account->Lightning Record Pages
  • Setup->Objects and Fields->Object Manager->Contact->Lightning Record Pages
  • Setup->Objects and Fields->Object Manager->Lead->Lightning Record Pages

• There are 8 custom fields for Contacts and Leads

  • First Touch Marketing Channel
  • First Touch Source
  • First Touch Date
  • Last Touch Marketing Channel
  • Last Touch Source
  • Last Touch Date
  • Paminga Lead Score
  • Most Recent Visit Date

• The Account, Contact, and Lead iFrames

  • VisualForce Pages for Salesforce Classic Page Layouts
    • Paminga Account Iframe
    • Paminga Contact Iframe
    • Paminga Lead Iframe
  • Lightning Web Components for Lightning Record Pages
    • pamingaRecordIframe (a single component to use on each module type)