Install the flow Salesforce Package

Modified on Fri, 20 Mar at 1:48 PM

Install the flow Salesforce Package

Install the flow package in your Salesforce org to connect your CRM to your cloud co-sell portals, marketplaces, and partner programs - and manage your entire ecosystem sales motion without leaving Salesforce.

Prerequisites

Salesforce admin access
Your flow activation email

Step 1: flow Installation

1. Once you receive our activation email you will be directed to the salesforce login page. Enter your Salesforce credentials to continue. After logging in, Salesforce will automatically route you to your organization’s domain.

You will then be redirected to the installation screen.

2. Select Install for All Users, approve third-party access, and click Install.
Installation may take 3–5 minutes, and Salesforce will send an email notification once it is complete.

When installation is finished, you can verify it under Setup → Installed Packages.

Step 2: Launch the flow Console in Salesforce

To open flow inside Salesforce:

1. Click the App Launcher.

2. Search & click flow console.

This will direct you to the flow setup and configuration area inside Salesforce.