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Implementation Guide · Module 1 of 9 · ~5 minutes
Getting started with Endgame is simple. You will receive an invitation via email from the Endgame team to login and begin your integrations setup.

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Pre-flight checklist

Best practice: Connect with a dedicated API Integration User instead of a personal account.
The connecting user (or API Integration User) needs read access to all fields on the following Salesforce objects:

  • Account
  • User
  • Lead
  • Contact
  • Opportunity
  • Task
  • Event

  • RecordType
  • OpportunityLineItem
  • OpportunityContactRole
  • Campaign
  • CampaignMember
  • Note
  • OpportunityHistory

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Quick Setup

1

Authenticate

Using the link in the invite email you received from Endgame, authenticate using Google or Salesforce.
Invite Email
2

Connect Salesforce

From the welcome view, click to Connect Salesforce and authenticate with integration user credentials. All Endgame users will have access to all the data ingested for the integration user.
Connect Salesforce
3

Approve Salesforce Connected App

As a user with the Manage Connected Apps permission in Salesforce, navigate to Setup -> Manage Apps -> Connected Apps OAuth Usage, and click “Install” next to the “EndgameLabs2” app.

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What happens next?

Once you have things connected, Endgame will automatically start ingesting your Salesforce data. This can take some time, and our team will reach out when it’s ready.
Data ingestion typically takes a day or two, depending on the size of your Salesforce instance. The Endgame team will be in touch when your data is ready.
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You don’t need to wait for ingestion to finish. Click Connect Additional Services and continue to the next module to start configuring your instance while your data syncs in the background.

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