> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Embed Introw in Salesforce

> Install the Introw managed package, add the Introw component to record pages, and grant access so reps work with partners from Salesforce.

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.

## 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.

## Before you start

<Steps>
  <Step title="Connect Salesforce">
    Salesforce must be connected. See [Connect Salesforce as your source of truth](/features/integrations/crm/guides/connect-salesforce). The connect flow may prompt you to install the managed package.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Steps

<Steps>
  <Step title="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.
  </Step>

  <Step title="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).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Set up Introw inside HubSpot" icon="book-open" href="./set-up-the-hubspot-partner-connect-card">
    The equivalent setup for HubSpot.
  </Card>

  <Card title="Shared Pipelines" icon="book-open" href="/features/co-selling/shared-pipelines">
    The co-selling collaboration model the embed supports.
  </Card>

  <Card title="Embed" icon="book-open" href="/features/developer/embed">
    The embed model across CRMs.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>