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Embed Recapped in Salesforce
Embed Recapped in Salesforce
Mark Fershteyn avatar
Written by Mark Fershteyn
Updated over 9 months ago

This Managed Package embeds your Recapped workspaces directly in your Salesforce Opportunities via iFrame so everything lives in your Salesforce instance.

Instructions:

  1. Use the following link to install the managed package: Installation link

  2. Install Recapped managed package

    1. Install for All Users

    2. You may choose to Install for Specific Profiles and select the profiles you would like the app to be available for.

    3. Check “I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program.”

      1. Recapped chooses not to be listed on the SFDC AppExchange as it is a pay-to-play platform. We have our SOC 2 Type 2 and undergo regular 3rd party penetration tests to make sure the platform is as secure as possible for our users.

    4. Click Install


      Once the application is finished installing in your instance, you should see the installation complete screen

  3. After installation, Navigate to the Setup Menu

  4. Search for and Navigate to the Object Manager

  5. Search for and Navigate to the Opportunity (Standard) Object

  6. On the left side, locate and Navigate to Lightning Record Pages

  7. Locate and navigate to the Opportunity Record Page

  8. In the section Lightning Page Detail, click on "Edit"

  9. If you do not already have a tab, create an “Action Plan” tab on your Opportunity Object

    (Feel free to name the tab to fit your needs)

  10. Search for and locate the RecappedApp on the left side

  11. Drag and drop the RecappedApp into the Action Plan tab:

  12. Once you see the Recapped login page, click Save in the top right corner to save your new layout.

  13. That’s it! Now you can navigate back to an Opportunity that’s synced to a Recapped workspace to see it in action

  14. Using the Recapped app is very simple for users.

    1. Sync your workspaces as usual in Recapped

    2. You will see a condensed version of your workspace on the opportunity object, under the Action Plan tab

    3. This workspace is fully editable as long as you are logged in to the Recapped platform and you have the appropriate Recapped license

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