Install Insycle's Salesforce AppExchange App

A Salesforce admin must install the Insycle Connected App before any users in your organization can log in to Insycle. The admin must have the "Approve Uninstalled Connected Apps" user permission to complete this step.

To install the Connected App:

The Salesforce admin should go to the Insycle Login page (https://www.insycle.com/login/), select the Log in with Salesforce option, and use their Salesforce credentials to sign in.

In Salesforce, navigate to Setup > Connected Apps OAuth Usage.

Locate Insycle in the list of apps and click Install.

Once the Connected App is installed, users in your organization can log in to Insycle using their Salesforce credentials.

Note: To also enable merging duplicates and bulk converting leads, you must additionally install the Insycle Salesforce AppExchange app. See the Install the Insycle App in Salesforce section below.

Install the Insycle package from the Salesforce AppExchange page.

Give Insycle permission to access the Salesforce account.

On the Where do you want to install this package? page, click Install in Production or Install in Sandbox.

Review the information on the Confirm Installation Details page and agree to the Terms and Conditions. You can opt-in to be contacted by Insycle here too. Click Confirm and Install.

After redirecting and relogging into Salesforce, on the installation page, select Install for All Users, then click Install.

Note: Choosing Install for All Users does not automatically grant your Salesforce users permission to modify records through Insycle. Users must be granted Write access on Insycle's Users page. It is recommended to select Install for All Users to avoid potential access issues later.

When the process completes, you'll see Insycle on the Salesforce list of Installed Packages.

Now, you can merge Salesforce duplicates and convert leads in bulk using Insycle. 

Next, you need to grant the appropriate admins permission to manipulate Salesforce data through Insycle.

In Salesforce, navigate to Setup > Users > Permission Sets, then locate and click the Insycle Permission Set.

On the Permission Set page, click the Manage Assignments button, and on the next page, click the Add Assignment button.

Select the relevant users, then click Next, then Assign.

As a prerequisite to adding an Insycle Recipe into a Salesforce Flow, an Insycle user with the Owner role must enable the integration.

In Insycle, the Owner should go to Settings > Accounts, and under the Actions column for the Salesforce account, click the Activate Salesforce Flow Integration button (plug icon). The plug icon will turn blue when enabled.

Now, any Insycle user can add Insycle Recipes to a Salesforce Flow.

Some Insycle features require the latest version of the Insycle AppExchange app, and you may encounter issues when running an operation that isn't fully supported by an older version. To ensure things run smoothly, it's best to periodically verify you have the latest version of the Insycle app installed.

Log in to Salesforce, go to Setup, and type “Installed Packages” in the search field, then select it from the dropdown. 

On the Installed Packages page, look up the currently installed version number.

Look up the current version on Insycle's App Exchange listing on the More Details tab. If your currently installed Insycle package is not the most up-to-date, click Get It Now and follow the installation steps above.

To run operations and update Salesforce data from Insycle, your Salesforce account must have read and write access at all levels, including record type, object, and profiles.

To check and update access, log in to Salesforce, navigate to Setup, and type “App Manager” in the search field. Next, select it from the dropdown.

Find Insycle in the App Manager list, then click the menu arrow at the far right end of the row. Select Edit.

Scroll down to the Assign Profiles section, verify that the Visible checkbox is checked for all appropriate Profiles, then click Save.

When installing Insycle's Salesforce AppExchange App, if the Install for All Users option was not selected, some Salesforce user profiles may not have the required Insycle integration permissions.

To correct this, in Salesforce, go to Setup, and enter ‘Profiles’ in the Quick Find field.

Select the profile type of the user having issues.

Select Apex Class Access, then click Edit.

If any Available Apex Classes in the left column begin with “insycleapp,” select them, then click the Add button to add them to the Enabled APEX Classes. Click Save.

If you have confirmed that you have the latest app version installed, but you're seeing a message in Insycle that says, "Please install the AppExchange app," try reconnecting to Salesforce. 

• Log out of your Insycle account. Click your name in the top right corner, then select Logout.
• Log back in to refresh and reconnect it with the Salesforce database.

Next, verify the installation status in Salesforce.

• Log in to Salesforce, go to Setup, and type “Installed Packages” in the Quick Find field. 
• On the Installed Packages page, locate the Insycle package.
• Ensure the Status value is either 'Active' or 'Trial' (if on a free trial).

If you have reconnected and confirmed the package status, but still encounter the same error message, you may have exceeded the API calls limit. For more details, see the Analyze API Usage in Salesforce article.

If a user in your organization attempts to log in to Insycle before the Insycle Connected App has been installed by a Salesforce admin, they may see the following error message: 

"We can't authorize you because of an OAuth error. For more information, contact your Salesforce administrator."

There are two ways to resolve this:

Option 1 — Have your Salesforce admin install the Connected App: This is the recommended long-term solution. Follow the steps in the Install the Insycle Connected App section above.

Option 2 — Grant the affected user a bypass permission: A Salesforce admin can grant the user experiencing the error the "Approve Uninstalled Connected Apps" permission. After adding the permission set, the user should try logging in again. See the Salesforce article Manage Access to a Connected App for more details.

See Salesforce's Connected App Usage Restrictions Change article for additional context.

If you cannot identify the cause of the problems with your installation, please contact support via the live chat that appears at the bottom of every page in the app. We're here to assist you during the following hours:

• 9 AM - 6 PM GMT+1 (London)
• 9 AM - 6 PM EST (New York)