Help Center
Administration
Relate Setup

Embedded Relate for Salesforce Installation Guide

Param Ajmera

Updated March 26, 2025 15:28

Embedded Relate for Salesforce allows users to compliantly send messages directly in Salesforce, simplifying their daily workflows. The PDF installation guide provides directions for installing Embedded Relate and configuring permission sets, page layouts, and other options.

EmbeddedRelate_InstallationGuide_March2025.pdf
(4 MB)

Articles in this section

Relate Admin Guide
Enabling Redtail For Your Organization
Enabling Wealthbox for your Organization
Using Relate Internationally
Disabling Salesforce Record Creation in Embedded Relate
Upgrading the Salesforce Managed Package
Group Texting on Relate - Admin Overview
Setting up Voice-call Recording in Relate
Embedded Relate for Salesforce Installation Guide
Creating and Managing Organization Templates