Guides

Install Edge Connect

Edge Connect installs from the Salesforce AppExchange, like any other managed package.

Before you begin

You need permission to install packages in your org. If you don’t have it, ask your Salesforce admin.

Follow the steps below, or click a time to play that part of the video.

Get it now. On the Edge Connect listing on the AppExchange, click Get It Now. Pick where to install: production for your live org, or sandbox to test it first.
Install for Admins Only. Choose who gets it. For your first install, pick Install for Admins Only, then click Install. Check the box to approve third-party access and click Continue. If something fails, Salesforce emails you the error log.
Find it in Setup. When it’s done, click the gear icon, then Setup. Search for Installed Packages: Edge Connect is listed there. Then go to External Client App Manager and open the Edge Connect canvas app.
Set who can log in. Under Policies, click Edit. Select a profile, like Standard User, and move it over with the arrow. Click Save.
Open Edge Connect. Open the App Launcher, search for Edge and pick Edge Connect. Click Open Edge Connect. Your account is created automatically the first time you open it.

That’s it. You’re ready to connect your first tool.

To let more people in later, open the same policy and add their profiles, like in step 4.

Heads up. Install in a sandbox before production, so you can test your flows on sample data.