Installing or Upgrading the Alyce for Salesforce Integration

Installation Prerequisites

  • Email [email protected] to request our intake form. Your team will complete the form, providing all parties with the necessary information for seamless installation and configuration.
  • Confirm you have access to Organization Settings within ( for sandbox installations).  You will not be able to configure the integration without access to this area.  Please contact your CSM or [email protected] if you do not have access.
    • NOTE: If you are completing the intake form (bullet above), no separate communication for access to Organization Settings is required. The Solutions Team will configure access for the installer identified in your form response.   

Technical Requirements For Installation

  1. Salesforce Professional, Enterprise or Unlimited Versions supported
  2. Access to the Salesforce Web Services API
  3. Installation user needs to be an Administrator profile

Post Installation Requirements

Upon completion of the below steps, please proceed to Configuring the Alyce for Salesforce Integration to complete the connection.

Installation & Upgrade Guidelines

Latest Version: 1.85

To download the most recent package, replace the beginning of the URL (bolded) with your organization's Salesforce URL.
If the above link doesn't work:
  1. Switch from Lightning to Classic
  2. Attempt with the link: Choose a user group to install Alyce into Salesforce
  3. Select who to install Alyce for.
    • Alyce recommends installing for All Users.  Only your Salesforce users with separate Alyce credentials will be able to use the tool.
    • If "Install for Admin Only" is selected, you must select "Custom Setup" in "Step 1: Security Settings" of the Alyce Administrative Page later in the configuration.
  4. Check "I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program."
  5. Click Install.   

Approve Third-Party Access

Installation requires the approval of access to 3rd party services.
  1. Check "Yes, grant access to these third party web sites"
  2. Click Continue.
If you have a large user group, this process can take several minutes (Average 1-15 minutes). You will receive an email notification once the installation is complete, or you can leave the installation screen up and do other things while it installs.   

Installation Completion

To ensure proper installation, navigate to your Installed Packages by typing "installed packages" into the Quick Find bar.  "Alyce" should be listed under "Package Name".   

Click on "Alyce". 

On the next screen, click "View" under "Post Install Instructions" to navigate to the Alyce Administrative Page.    

Post Installation Requirements

Upon completion of the above steps, please proceed to Configuring the Alyce for Salesforce Integration to complete the connection.