Installing Uplink into Salesforce Classic

Installing Uplink into Salesforce Classic

Before installing Uplink into your Salesforce instance, you will first need to have an Uplink account. If you need an Uplink account, please contact us.
  1. Click on Uplink Installation Link provided to you by your Customer Success Manager.
  2. Log into the Salesforce org you want to install this in.
  3. Select “Install for all users”, check the checkbox, and click "Install".
  1. When the package has finished installing, navigate to the “Uplink Setup” tab to enter your Uplink Organization Name and Uplink Authorization Token.
    1. First, navigate to the App Launcher.
    2. Select “Uplink Setup” from the list of apps and tabs.
  2. Once your Uplink Organization Name and Uplink Authorization Token has been added, continue to add Uplink to the Objects Page Layouts.
    1. Navigate to the Setup menu
    2. Search for Contact or Lead
    3. Select "Page Layouts"
    4. Select ‘Edit’ on the desired page layout
    5. Create a new Section called ‘Uplink’ with 1 column.
    6. Navigate to the VisualForce selection and drag UplinkClassicLead into this section.
    1. Click "Save"
    2. Navigate to the UplinkClassicLead component you just added, click on the wrench icon. Then, edit the Height to "600". Click "Save".
    1. Repeat Steps 2 through 7 to add this to any other objects / page layouts.
  3. Next, add this to Salesforce Mobile layout
    1. Navigate to the Setup menu
    2. Search for Contact or Lead
    3. Select Page Layouts
    4. Select ‘Edit’ on the desired page layout
    5. From the ‘Mobile & Lightning Actions’ field section, drag ‘Uplink’ into the ’Salesforce Mobile and Lightning Experience Action’
    6. Click on Save.
    7. Repeat Steps 2 through 6 to add this to any other objects / page layouts.


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