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Installing Responsive in Salesforce (Lightning)

Overview

Salesforce is a paid add-on feature and must be enabled prior to use. Contact the Customer Success Team, or customersuccess@responsive.io, to enable it.

The Salesforce integration allows you to launch and track responses to RFPs, RFIs, and Security questionnaires directly from Salesforce.

See Salesforce Integration Hub (Lightning) for more Salesforce (Lightning) articles.

Permissions

Users must have the System Administrator privilege in Salesforce to complete the installation.

Select the applicable tab for your edition of Responsive.

  • Installing Responsive in Salesforce

    1. Login to Salesforce at https://login.salesforce.com.
      Note: If you need to create a Salesforce account, visit this URL: https://developer.salesforce.com/signup.
    2. Click the App Launcher icon at the top left corner and click View All, then click Visit AppExchange.
      mceclip0.png
    3. Type Responsive in the Search AppExchange search box and click Enter.
      mceclip2.png
    4. Hover over RFP Response Software and click More.
      mceclip3.png
    5. Click Get It Now.
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    6. Click Open Login Screen on the Login to AppExchange pop-up window.
      mceclip5.png
    7. Click Allow.
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    8. Click Install here on the Install in This Org tile.
      mceclip2.png
    9. Check the I have read and agree to the terms and conditions box, then click Confirm and Install.
      mceclip4.png
    10. Select Install for All Users (or you can make the app available to all users, some users, or admins only), then click Install.
      mceclip0.png
      • Install for Admins Only: After installation, if you have Enterprise, Performance, Unlimited, or Developer Edition, you can set the appropriate user and object permissions on custom profiles as needed.
      • Install for Specific Profiles: Enables you to choose the usage access for all custom profiles in your organization. You can set each profile to have full access or no access for the new package and all its components.
      • Install for All Users: Sets permissions to allow all internal custom profiles to have full access for the application.
    11. Click Done to complete the installation process.
      mceclip3.png

  • Essentials features are subscription-based and may not be available for all users. Contact the Customer Success Team, or customersuccess@responsive.io, for more details.

    Installing Responsive in Salesforce

    1. Login to Salesforce at https://login.salesforce.com.
      Note: If you need to create a Salesforce account, visit this URL: https://developer.salesforce.com/signup.
    2. Click the App Launcher icon at the top left corner and click View All, then click Visit AppExchange.
      mceclip0.png
    3. Type Responsive in the Search AppExchange search box and click Enter.
      mceclip2.png
    4. Hover over RFP Response Software and click More.
      mceclip3.png
    5. Click Get It Now.
      mceclip4.png
    6. Click Open Login Screen on the Login to AppExchange pop-up window.
      mceclip5.png
    7. Click Allow.
      mceclip6.png
    8. Click Install here on the Install in This Org tile.
      mceclip2.png
    9. Check the I have read and agree to the terms and conditions box, then click Confirm and Install.
      mceclip4.png
    10. Select Install for All Users (or you can make the app available to all users, some users, or admins only), then click Install.
      mceclip0.png
      • Install for Admins Only: After installation, if you have Enterprise, Performance, Unlimited, or Developer Edition, you can set the appropriate user and object permissions on custom profiles as needed.
      • Install for Specific Profiles: Enables you to choose the usage access for all custom profiles in your organization. You can set each profile to have full access or no access for the new package and all its components.
      • Install for All Users: Sets permissions to allow all internal custom profiles to have full access for the application.
    11. Click Done to complete the installation process.
      mceclip3.png

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