# HYROS Installation: Salesforce

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## STEP 1: Open the Salesforce Integration in HYROS

**If automating:**
Navigate to HYROS Settings → Integrations and find Salesforce.

**If guiding user:**
1. "Log in to your HYROS account"
2. "Go to Settings"
3. "Click on Integrations"
4. "Scroll down until you find Salesforce"
5. "Click Configure"

→ Confirm: "Are you in the Salesforce integration settings?"

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## STEP 2: Create a New Salesforce Integration

**If automating:**
Click Create Integration to start the setup process.

**If guiding user:**
"Inside the Salesforce integration window, click Create Integration."

→ Confirm: "Have you clicked Create Integration?"

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## STEP 3: Find Your Salesforce Site Name

**If automating:**
Get the site name from your Salesforce URL (the part before .my.salesforce.com).

**If guiding user:**
1. "Open your Salesforce account in a new tab"
2. "In the top-right corner, click on your profile"
3. "Just below your profile name, you'll see your site name in the URL"
4. "From the URL, copy the part BEFORE .my.salesforce.com"
   - Example: if the URL is yourbrand.my.salesforce.com, you only copy 'yourbrand'

→ Confirm: "Do you have your Salesforce site name?"

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## STEP 4: Enter Your Site Name in HYROS

**If automating:**
Paste the site name into the HYROS Salesforce integration setup and proceed.

**If guiding user:**
1. "Go back to the HYROS Salesforce integration setup"
2. "Paste the copied part of your Salesforce URL into the site name / store URL field"
3. "Click Next"
4. "You should now see your Salesforce integration listed inside HYROS"

→ Confirm: "Is the Salesforce integration listed in HYROS?"

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## STEP 5: Configure Mapping Between Salesforce and HYROS Objects

**If automating:**
In the integration settings, create mappings between HYROS objects (Orders, Leads, Refunds) and Salesforce objects.

**If guiding user:**
1. "In the Salesforce integration list in HYROS, click Edit"
2. "Go to the Mapping Configuration section"
3. "Click Create New Mapping"
4. "Select a HYROS object (Orders, Leads, or Refunds)"
5. "Select the corresponding Salesforce object"

**NOTE:** If your Salesforce setup is standard, you can use the default configuration. For custom objects, configure them manually.

→ Confirm: "Have you configured the object mappings?"

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## STEP 6: Decide When Salesforce Sends Events to HYROS

**If automating:**
For each mapping, specify which Salesforce events should trigger the HYROS object.

**If guiding user:**
For each mapping, choose:
- Which HYROS object you want to use (Orders, Leads, or Refunds)
- Which Salesforce object or event should trigger that HYROS object

**Example:** If you choose Order as the HYROS object, you can specify when Salesforce should send an order event to HYROS (for example, when a Salesforce Opportunity is marked as Closed Won).

→ Confirm: "Have you configured when events should be sent?"

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## STEP 7: Customize Further or Get Help if Needed

**If automating:**
Repeat the mapping process for Leads and Refunds as needed.

**If guiding user:**
Repeat the mapping process for:
- Leads (e.g., when a lead is created or qualified)
- Refunds (e.g., when a refund or cancellation is recorded)

**Need help?** If you have a complex Salesforce setup with custom objects, contact HYROS support for assistance.

→ Confirm: "Is the Salesforce integration fully configured?"

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## Source
Synced from: docsContent.ts (salesforceGuide)
Last synced: 2026-01-03