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Introw ships as a Lightning Web Component inside a managed package. Once installed, a Salesforce admin drops the Introw component onto the opportunity (or any object) record page, so reps see the linked partner, collaborate, and register deals straight from the Salesforce record. This guide covers the full admin setup, installing the package, placing and activating the component, and granting access, so the embed is live for the right users.

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What you’ll achieve

The Introw component placed and activated on your Salesforce record pages and visible to the reps who need it, so partner context and actions live inside Salesforce instead of a separate tool.

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Before you start

1

Connect Salesforce

Salesforce must be connected. See Connect Salesforce as your source of truth. The connect flow may prompt you to install the managed package.
2

Be a Salesforce admin

You need admin rights to install a managed package, edit record pages in the Lightning App Builder, and assign permission sets.

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Steps

1

Install the Introw managed package

Install the Introw managed package into the org (production or sandbox, matching how you connected). Installing it adds the Introw component and the supporting objects, and it assigns the Introw API Access permission set to the installing user automatically.
2

Add the component in the Lightning App Builder

Open the Lightning App Builder and edit the record page for the object you want, such as Opportunity. Drag the Introw component onto the page where reps should see it (a sidebar region or a tab).
3

Activate and assign the page

Save and activate the record page for the right Lightning apps, record types, and profiles, so the component appears for the intended users. Repeat for each object whose records should show Introw.
4

Grant access to other users

The managed package only grants Introw API Access to the installer. Assign that permission set to the other reps and teams who need the component, otherwise it will not load partner data for them.

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Verify it worked

Open an opportunity linked to a partner as a user who has the Introw API Access permission set: the Introw component loads partner context and actions. A user without the permission set, or a record with no linked partner, will not show partner data, which is expected.

Set up Introw inside HubSpot

The equivalent setup for HubSpot.

Shared Pipelines

The co-selling collaboration model the embed supports.

Embed

The embed model across CRMs.

Implementation reference

Full configuration options.