3-Step-Guide to integrate OneInsight into Salesforce

OneInsight can be integrated on every person based object in Salesforce (Lead or Contact) very easily via Visualforce Pages. This guide will walk you through the required steps and should ensure that you have OneInsight integrated into Salesforce in about 15 minutes.

You should have Admin permissions in Salesforce and some prior experience with creating Visualforce Pages.

• Step 1: Create a Visualforce Page
• Step 2: Embed OneInsight into your Visualforce Page
• Step 3: Add your Visualforce Page to your Contact or Lead View

If you need help or have some specific questions regarding embedding OneInsight into Salesforce reach out to us directly via chat. Our services team is happy to help!