video1.0<iframe src="https://www.loom.com/embed/d63121b7707c4d2ca06d827cf2953d36" frameborder="0" width="2560" height="1920" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>19202560Loomhttps://www.loom.com19202560https://cdn.loom.com/sessions/thumbnails/d63121b7707c4d2ca06d827cf2953d36-b6c93a4aeb9dbb3f.gif226.125In this video, I walk you through the installation process for the Warmly Salesforce managed package. First, I show you how to paste the package link and enter your Salesforce credentials, ensuring you have system admin access. After the installation, I guide you on assigning the Warmly dashboard permissions to your user account. I also highlight the importance of checking access to standard fields to avoid errors. Finally, I demonstrate how to adjust filters to view your data correctly, so please make sure to follow these steps to get everything set up properly.