How do I install the Salesforce integration?

Last updated: June 17, 2026

You can install the Capchase in their Salesforce instance to begin the setup. By giving the necessary permissions, the connection will be made. See demo of the process below:

 How do I configure the Salesforce integration?

Once the Capchase application is installed, you will then need to configure it. You can configure it in their Salesforce portal, on the Opportunities page layout.

  1. Add Capchase → Setup → Edit Page

  2. Under Components → Search for ‘Capchase’ → Drag the component to the main view

  3. On the right side menu: Add Client ID & Client Secret

  4. To save some time, you can pre-fill some input fields that are required by Capchase with some data you already have in the Opportunity object.

    1. For example, if you want to pre-fill the Customer name with the name of the Account that it's attached to the Opportunity, you can indicate here that this field will come from Opportunity.Account.Name

  5. Press SAVE on the top right button

  6. Press ACTIVATE to save the layout

As an additional step, you may grant required permissions to non-Admin users:

  1. Setup icon → Setup → Search for ‘Permissions’ in the search tab

  2. Click ‘Permissions Sets’ → In the ‘Permissions Set List’ choose ‘Capchase User’

  3. Click ‘Manage Assignments’ → Click ‘Add Assignments’ on the top right

  4. Select users that will use → In the bottom right, click the ‘Next’ button → ‘Done’ button

To get the steps to finish the app configuration and the installation link, please contact your Success manager or send us a message at support@capchase.com.