Installing Uplink into Salesforce Lightning

Installing Uplink into Salesforce Lightning

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.

  1. 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 Settings app.
    2. Click on the Object Manager.
    3. Search for the Contact or Lead Object.
    4. Navigate to the Lightning page layout you want to add Uplink on.
    5. Click "Edit".
    6. Drag both UplinkInfo and UplinkMessages to the desired location on your page layout. We suggest using Tabs for these components as it keeps the page layouts a bit cleaner, but having them as separate components works just as well.
    7. Click "Save".    
  2. Repeat Steps 2 through 7 to add this to any other objects / page layouts in Lightning.

  1. 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.


How did we do?