Connect Salesforce Users to Streamline

The Streamline for Salesforce managed package enables users to connect their Salesforce identity to their Streamline account. This foundational integration allows Streamline to authenticate users, determine access and permissions, and unlock seamless interaction between Salesforce and Streamline platform.

This guide walks through installation, initial setup, and how to manage user connections within your org.

Who Can Use This

• Customers who have purchased the Streamline for Salesforce module
• Salesforce users who have an existing Streamline account
• Salesforce admins responsible for package installation and user permission management

⚠️ Important: All users must be invited to Streamline and complete account setup before they can connect via the managed app. Access to this feature requires an active Streamline subscription with the Salesforce module enabled.

Key Capabilities

• Authenticate users between Salesforce and Streamline
• Display connection to show which Salesforce org(s) are linked
• Enable self-service disconnection from either platform
• Guide first-time users through initial Salesforce data source setup if one doesn’t already exist
  
   

First-Time Experience: How to Install and Set Up

Install the App from AppExchange

1. Visit the Streamline for Salesforce AppExchange Listing.
   
    
2. Click Get It Now and follow the installation prompts:
   
    
   • Choose Install for Admins Only (recommended for initial testing) or All Users
     
      
   • Approve required Remote Site Settings
     
      
3. Once installed, navigate to the App Launcher and open Streamline for Salesforce.
   
    

Connect Your Account

1. Launch the app from the App Launcher.
   
    
2. Click Log in to proceed on the welcome screen.
   
    
3. Sign into your Streamline account when prompted.
   
    

4. Allow access for your Salesforce org 

   
    

    

   5. Upon successful authentication:
   
    

   • Your Streamline identity will be linked to your Salesforce user
   • The connection screen will reflect your name, email, and org status
      

First-Time Data Source Setup

If no Salesforce data source exists in Streamline when you connect and you're the first user to connect the account to Streamline, the app will guide you through creating one during this first-time setup flow.

Connecting Additional Users

To connect more users to the app:

1. Invite Users to Streamline
   
    
   • Admins must invite users to the appropriate Streamline workspace
     
      
   • Users must accept the invite and complete their account setup before continuing
     
      
2. Assign Permission Set in Salesforce
   
    

   • By Default, the person who installed the app will be automatically assigned the Streamline Admin permission set.

      

   • Before assigning permissions to other users, it's important to understand the two options:

      

   • Streamline Admin: Has full administrative access to configure the application, create and manage all workflow triggers. This is for users who need to manage the Streamline experience in Salesforce.

      

   • Streamlined User: Has limited access to start workflows and check session status, etc. This is for standard end-users who will not modify settings.

      

   • 

      

   • For all other users:
     
      
     1. Go to Setup > Users
        
         
     2. Select the user
        
         
     3. Assign the permission set: Streamline User
        
         
     4. Save changes
        
         
3. Have Users Launch and Connect
   
    
   • Once permissions are granted, users can open the app and follow the same Connect Account steps
     
      

Managing & Disconnecting Connections

Users can disconnect their account connection in two ways:

From Salesforce

1. Open Streamline for Salesforce
2. Click Disconnect
3. This will log the user out and sever the account link
   
    

From Streamline

1. Navigate to User Settings > Connected Accounts
2. Remove the Salesforce connection from your Streamline profile
    

Disconnection will prevent the user from accessing Streamline functionality within Salesforce until reconnected.