To access Insycle and connect your Salesforce CRM data, all you need is an active Salesforce account. You can log into Insycle and perform basic operations on your Salesforce data just by logging in with your Salesforce credentials.
However, to merge duplicate Salesforce records, bulk convert leads to contacts using Insycle, or integrate Insycle Recipes with Salesforce Flows, you must install Insycle's AppExchange app in your Salesforce organization.
For more information on merging duplicates, converting leads, or controling Flows using Apex code, visit Salesforce's developer site.
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 re-logging into Salesforce, on the install page, select Install for All Users, then click Install.
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.
Troubleshooting
There are some Insycle features that require the most recent version of the Insycle AppExchange app, and you may encounter issues when running an operation that isn't fully supported by the older version. To ensure things run smoothly, it's best to periodically verify you have the latest version of the Insycle app installed.
Log into Salesforce, go to Setup, and type “Installed Packages” in the search, then select it in 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 into Salesforce, go to Setup, and type “App Manager” in the search, then select it in 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 and verify that the Visible checkbox is checked for all the appropriate Profiles, then click Save.
If you have confirmed that you have the latest app version installed but you're seeing an error in Insycle that says, "Please install the AppExchange app," please reach out to Insycle support.
You can connect directly with our support agents using 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)
- 9 AM - 6 PM PST (Los Angeles)
Related Help Articles
- Troubleshooting Salesforce Issues
- Connecting Salesforce Sandbox Instance
- Integrate Insycle with Salesforce Flow
- Bulk Convert Leads to Contacts in Salesforce
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