Articles on: PipeLaunch Salesforce App

PipeLaunch Native Salesforce App Setup and Installation Guide

  1. Click on the button below to Install the latest version from the AppExchange


and click on "Get It Now". Please note this also applies to users looking to upgrade to the latest version of PipeLaunch.


Click on Get It Now Button


If you want to install in a Sandbox, please use the following link: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tKB000000pAqr


  1. Click on Install for Admins Only button


"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


  1. Approve Third-Party Access. PipeLaunch API access is mandatory to use the app.






  1. Wait while the app is installing. The installation can take up to 6 minutes, at which point Salesforce will let you know that the installation is taking longer. You should receive an email once the installation is successful.






  1. Go to Setup , and search for Installed Packages menu.



  1. Search for the PipeLaunch app on the list of installed packages. Click on the Configure button link (left side) to access the Settings. If not, use the Salesforce app Launcher and search for PipeLaunch Settings



  1. Go to License Management in the left‑hand menu and review your license details. If you don’t have any seats, contact the PipeLaunch team to enable your license. This process is not automated by Salesforce and requires manual activation. Once you have enough seats assigned to your org, click the Add button.



  1. Select the users you want to grant access to the PipeLaunch app. If needed, assign any additional permissions.


Permission

Description

Admin

PipeLaunch Admin permission set grants access to Settings, Signals Logs, and Log tabs. Assign to the users that should be able to configure the Insights components and access the Settings menu

Signals

If you are using PipeLaunch Signals, this permission allow the user to access to the Signals dashboard and update records





Adding the PipeLaunch Components to Salesforce objects


  1. PipeLaunch is supported by Leads, Accounts, Contacts and Opportunities. In this example we will use the Accounts Object. Open any account in Salesforce and click on the setup wheel on the top right corner.



  1. Click on “Edit page”




  1. Scroll down on the left hand side, until you reach the custom component labeled “Custom - Managed”




Click and drag the items on to your Salesforce Screen (in the middle). You can drop them anywhere on the screen. Please note each component has different functionalities.

  • Company Insights: Here you will have sub components
    • Info will provide all the information regarding the company including location, logo, specialities and description.
    • People will help you perform persona based or keyword based search to find people working for that company with respect to the filters.
    • Jobs will list the job openings for that particular account which can be saved to your Salesforce org.
    • News - information on the company you have open. You can choose what domains PipeLaunch is getting information from.
    • Technologies - tech stack
  • Contact Insights: Provide all the insights of the Contact including description, educational background, career experience, etc.


  1. Once you are happy with the setup and where the components are displayed, go ahead and click Save to store the layout. Press on the arrow on the top left corner to return to Salesforce.


  1. Once you can see the components, you will notice a drill down icon on each of the components. Select the settings option from the menu and configure the component.


If you have installed PipeLaunch in the past, note that you might have to delete the Lightning Web Component and add it again in order to refresh the component.


More questions? If you need any additional information our support don't hesitate to contact us on support@pipelaunch.com

Updated on: 25/06/2026