FillDesk Salesforce Installation and Setup Guide
Install the "FillDesk" managed package from its Salesforce AppExchange listing. Select Install for Admins Only
Accept the remote site permissions and follow the standard Salesforce package installation prompts.
In Salesforce Setup, navigate to Security > Named Credentials.
3. Find the FillDesk API legacy named credential and click Edit
Enter the username and the security token provided and click Save
Make sure to leave the checkbox Allow Merge Fields in HTTP Header. Any misconfiguration will result in failed API calls and prevent the application from functioning.
In Salesforce Setup, navigate to Users > Permission Sets.
Find and select the FillDesk Permission Set. Click to open it.
Click on the Manage Assignments button
Select all users or profiles that require access to the FillDesk functionality and click Next and then Assign to confirm the operation.
Navigate to an example Account (if you are using Person Accounts), Lead, or Contact record. Click the Setup gear icon and select Edit Page to open the Lightning App Builder.
In the list of Lightning Components on the left, find the FillDesk component. Drag the component onto the desired location on the page layout.
Click Save If prompted, Activate the page for the desired org, app, and profile combinations. Repeat for other object pages (Lead, Contact) as needed.
Accept the remote site permissions and follow the standard Salesforce package installation prompts.
In Salesforce Setup, navigate to Security > Named Credentials.
3. Find the FillDesk API legacy named credential and click EditEnter the username and the security token provided and click Save
Make sure to leave the checkbox Allow Merge Fields in HTTP Header. Any misconfiguration will result in failed API calls and prevent the application from functioning.
In Salesforce Setup, navigate to Users > Permission Sets.
Find and select the FillDesk Permission Set. Click to open it.
Click on the Manage Assignments button
Select all users or profiles that require access to the FillDesk functionality and click Next and then Assign to confirm the operation.
Navigate to an example Account (if you are using Person Accounts), Lead, or Contact record. Click the Setup gear icon and select Edit Page to open the Lightning App Builder.
In the list of Lightning Components on the left, find the FillDesk component. Drag the component onto the desired location on the page layout.
Click Save If prompted, Activate the page for the desired org, app, and profile combinations. Repeat for other object pages (Lead, Contact) as needed.
Updated on: 22/05/2025