Articles on: FillDesk

FillDesk Salesforce Installation and Setup Guide


  1. Install the "FillDesk" managed package from the package installation link or from the Salesforce AppExchange listing. Select Install for Admins Only


Direct installation link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tTr000000Ty41IAC



"Install for All Users" makes the package available organization-wide, ideal for site licenses. It appears in the App Launcher for all users, subject to their permissions. This option is typically preferred for immediate deployment and when the package functionality is intended for the entire organization.


You need Permissions to Download AppExchange Packages. If you receive an error saying "This Package can't be installed. The requested package doesn't exist yet or has been deleted..." please follow this guide or check your permissions in this guide: How to Verify if a User Has Permission to Install Packages in Salesforce

  1. Accept the remote site permissions and follow the standard Salesforce package installation prompts.



  1. In Salesforce Setup, navigate to Security > Named Credentials.


*FillDesk API legacy named credential from the list and click **Edit


  1. Enter the following details and click Save:


  • Username: any
  • Password: security token provided by the PipeLaunch team
  • Callout Options > Allow Merge Fields in HTTP Header: ✅


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.


  1. In Salesforce Setup, navigate to Users > Permission Sets.



  1. Find and select the FillDesk Permission Set. Click to open it.
  2. Click on the **Manage Assignments **button


  1. Select all users or profiles that require access to the FillDesk functionality and click Next and then Assign to confirm the operation.



  1. 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.





  1. In the list of Lightning Components on the left, find the FillDesk components. Drag the components onto the desired location on the page layout.


  1. Click Save If prompted, Activate the page for the desired org, app, and profile combinations.

Repeat for other object pages (Lead, Contact) as needed.



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Updated on: 27/08/2025