Install Salesforce Package

If you are a solo or team user of ToutApp, you can use this article to guide you through install the ToutApp package into Salesforce.

Install Package

  1. Install ToutApp for Salesforce:

  2. Next, you’ll want to review and accept our terms and conditions and Confirm and Install for ALL USERS.

    *We recommend granting access to all users since this only defines access to the ToutApp button, not any of your specific email data.

Install Salesforce Package.png

  1. Once the package installs, choose done.png

  2. Next, you’ll need to review our package installation details and then click the configure link, under “Actions.”Installed Packages Salesforce.png

  3. Now, you’ll need to grant access to ToutApp. Click Allow when the permission request appears.toutapp is requesting permission.png

  1. If you already have a ToutApp account: Now we’ll take you to ToutApp to confirm that your account has been connected.

  2. If you are a new ToutApp user, you’ll see a screen that will walk you through the process of setting up a new account.

Now that the package is installed you will want to set up your new Tout features in Salesforce. This includes Push to Tout, Email with Tout, Call with Tout, and Add to Campaign.

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