Connect a Salesforce org in two steps: which records are partners, and how opportunities link to them.
Connecting Salesforce makes your org the source of truth for the partner program. You install the Introw package, which carries the External Client App Introw connects through, and authorize it once from the Introw Setup app inside Salesforce. Then Introw asks two things: which records are partners, and how opportunities link to them. Answer those and your accounts, opportunities, and contacts are in Introw, with partner attribution written back onto your Salesforce records.
The right accounts show up as partners in Introw, new matching accounts arrive on their own, and every partner-influenced opportunity is credited to the partner behind it. That last one is what partner revenue reporting and commissions run on.
Introw connects through an External Client App, Salesforce’s newer app type, that ships inside the Introw package. It replaces the connected app Introw used before. For you that means four things:
Install first, authorize second. The app arrives with the package, so there is no separate OAuth app to find, approve or install in your org.
No key to connect. The package API key only powers the optional collaboration card, covered in Embed Introw in Salesforce.
The right org, checked. When you authorize from Introw Setup, Introw checks that the Salesforce org is the one you started from and refuses a mismatch, so your mappings never point at another org’s fields.
The same access as before. Same three scopes, PKCE and rotating refresh tokens, and Introw still inherits exactly the authorizing user’s permissions. See OAuth scopes.
An org connected through the older connected app keeps working. To move it, install the package and select Connect to Introw, as in the last step of Authorize the org. Your mappings stay.
Introw runs as the Salesforce user who authorizes it, and inherits exactly that user’s access: CRUD, field-level security, and sharing, nothing more. Connect as a dedicated integration user with a scoped permission set rather than someone’s own login. Salesforce permissions & scopes has the user setup and the access it needs.
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Have a Salesforce admin install the package
The package installs for admins only, and it assigns the Introw permission sets to whoever installs it, so install while signed in as the user Introw will run as. The app Introw connects through ships in the package, so there is no connected app to allow first. Only an org still on the older connected app needs Allow the older Introw connected app.
3
Decide production or sandbox
Sandbox connects a test org and never touches production data. Production connects your live records.
4
No other CRM is connected
Introw holds one CRM at a time. If HubSpot is connected, disconnect it first, and check you have permission to manage integrations in Introw.
Go to Integrations and stay on CRM & Data. A greyed-out Salesforce tile means another CRM is connected; disconnect it first.
2
Choose production or sandbox
On the Salesforce tile select Connect. The Connect Salesforce dialog asks where to install the Introw package, and the button renames itself to match:
Leave Use Sandbox Environment off to install into production (login.salesforce.com). The button reads Install package in production.
Turn it on to install into a sandbox or developer org (test.salesforce.com). The button reads Install package in sandbox.
The External Client App Introw connects through comes with the package, so a new org installs first and authorizes second.
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Sign in and install the managed package
Select the install button. Salesforce asks you to sign in even if you already have a session in this browser, so you can choose the dedicated integration user rather than a personal account. Choose Install for Admins Only when prompted. The package carries the objects, the permission sets, and the Lightning component behind the in-CRM embed. It is the same package as the Introw listing on Salesforce AgentExchange, so a security team that needs to review it before you connect can start there.
Choose Install for Admins Only, then select Install.
When the install finishes, the page Salesforce shows after the install has an Open Introw setup button. If it shows a hint instead, open the App Launcher, search for Introw, and open the Introw app.
Open Introw setup finishes the connection in Salesforce.
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Authorize Introw in Introw Setup
In Introw Setup, step 1, Authorize Introw, select Connect to Introw. It opens in a new tab, asks you to sign in to Introw if you are not, and links this Salesforce org to your Introw workspace. You need permission to manage integrations in Introw. Once authorized, the step shows Connected and Reconnect stays available.
Step 1 of Introw Setup: Connect to Introw opens the approval in a new tab.
You do not need a package key for this. The key belongs to the optional collaboration card, covered in Embed Introw in Salesforce.If Introw returns This Salesforce organisation does not match the organisation that tested the package connection, you authorized from a different Salesforce org than the one you started in. Open Introw Setup in the right org and select Connect to Introw there.An org still on the older connected app can hit a Salesforce OAuth error instead of the approval screen. Allow the older Introw connected app fixes it in a few clicks.
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Already connected with the older connected app?
Install the package and select Connect to Introw in Introw Setup. Introw moves the same integration to the External Client App in place, so your partner object, filters and attribution links stay as they are. The Salesforce org has to be the one already connected. The old refresh token stops working once you move, because it belongs to the older app. Reconnect in Introw keeps the older app, so use Introw Setup to move.
Salesforce is connected and the setup opens with three items down the left: Connect Salesforce, which is done, Import partners and Attribute objects. The pane for the one you are on sits to the right. Work down in order the first time. After that, select either item to change your answers.
Nothing here is permanent. You can widen a filter, add another object, or come back through Configure on the Salesforce tile whenever your program changes.
Partner object is the one answer everything else hangs off, because it tells Introw what a partner is.
Account is right for almost every program. Your partners are accounts alongside your customers, and a filter separates them in the next question.
A custom object is right when you already run partners on their own object. Pick it and Introw never mistakes a customer account for a partner.
Only objects that can hold partners appear, so a short list is normal. Picking a different object clears the conditions and the selection straight away, and Introw asks you to confirm before it saves.
2
Filter down to the partners
Not every account in Salesforce is a partner, so narrow the list here. Under When…, pick a field on the object, an operator and a value, and use And for a second condition. The line under the conditions reads, for example, “6 account records match your conditions”, and with no conditions every record is included.Most programs filter on what they already mark partners with: a record type, a partner-type picklist, or a checkbox. Add a second condition to import one program at a time, resellers now and referral partners later.
3
Select the partners to import
Everything the conditions found is selected by default, and the banner reads “All N partners selected”. Tick individual rows instead to start with a pilot group. Search narrows the visible rows without touching your selection, and Skip moves on without importing.
4
Import them
Select Continue with [N] partners and confirm with Yes, that is correct. If you changed the partner object, the dialog also warns that changing how partners are stored resets your object attribution and partner property mappings. Introw creates the partners, then starts a full sync for their contacts, opportunities, and mapped fields. Larger selections take up to a minute.Two things to know about this dialog:
Automatically sync new partners appears when a filter is set and every matching record is selected. Turn it on and any account that later matches the filter becomes a partner on its own, with nobody re-importing. This is the setting you want.
If Introw says you have exceeded the maximum number of partners, tighten the filter and try again.
Attribute objects: which objects do you link with partners?
This question is why the connection is worth making. Linking says this opportunity came through this partner, and it is what partner revenue reporting, goals, and commissions read.
1
Open Object Linking
Select Attribute objects in the left nav. The pane lists the links you have. Select Add object to create one.
2
Choose the object to credit
Start with Opportunity. It is the object reporting and commissions run on, and the setup treats it as the one that completes this question. Come back for Contact, Account, Case, or a custom object afterwards.
3
Choose how partners attach to it
Two ways in Salesforce, and the right one is whichever matches what your team already does:
Custom properties reads the partner off a field on the opportunity. Pick this when you already record a partner there, usually a picklist or an Account lookup.
Relation table reads a junction object between the opportunity and the partner account, such as Opportunity Partner. Pick this when partners are tracked in a junction rather than a single field, especially when one opportunity can involve several partners. Introw then asks which field is the foreign key for the opportunity, which is the foreign key for the partner, and optionally a filter, so you can attribute on a specific partner role only.
What name do you want to use for this attribution? is the label your team and your partners read on the opportunity, so write it the way you’d say it: “Influencing partner”, “Reseller”. Then select Add opportunity attribution.Repeat Add object for every other record you want credited. A program that shares support work links Case too; one that runs on referrals links Contact.
With an Opportunity link in place, select Finish. Introw starts pulling your partner data and lands you on your home view.
2
Add the embed while you're here
The package ships the Lightning component, but someone still has to put it on a record page. Embed Introw in Salesforce is the ten-minute follow-up that gets your reps working with partners without leaving Salesforce.
The Salesforce tile reads Connected, and your filtered accounts are in Partners. Open a partner and its opportunities are there, credited through the link you configured.The sync runs both ways once you say what should go back: map tiers and managers to a CRM property pushes a partner’s tier, program, and manager onto the account in Salesforce.If the tile shows a status other than Connected, troubleshoot a CRM connection covers every state, including the Install package, Continue installation and Update package prompts that appear when the org needs the package or its latest version.
