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Set up Spotlight in Salesforce

Steps to add Spotlight.ai’s Managed Package to Salesforce 

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  1. Make sure Install for Admins Only button selected

  2. Check I acknowledge

  3. Click Install button

  4. Check Yes, grant access to these third-party web sites

  5. Click Continue button

  6. Click Install and wait for confirmation (either via web page or email) that Managed Package was successfully installed.

  7. In the Apps menu, search for Spotlight.ai Setup then select it. From this point, the last five steps are done from the Spotlight.ai Setup page.

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