> ## Documentation Index
> Fetch the complete documentation index at: https://docs.endgame.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Login & Connect CRM

> Get up and running with Endgame in minutes

<Info>
  [Implementation Guide](/implementation-guide/overview) · Module 1 of 9 · \~5 minutes
</Info>

Getting started with Endgame is simple. You will receive an invitation via email from the Endgame team to login and begin your integrations setup.

## Pre-flight checklist

<Tip>
  **Best practice:** Connect with a dedicated [API Integration User](/integrations/salesforce#optional-api-integration-user) instead of a personal account.
</Tip>

The connecting user (or API Integration User) needs read access to **all fields** on the following Salesforce objects:

<CardGroup cols={2}>
  <Card>
    * Account
    * User
    * Lead
    * Contact
    * Opportunity
    * Task
    * Event
  </Card>

  <Card>
    * RecordType
    * OpportunityLineItem
    * OpportunityContactRole
    * Campaign
    * CampaignMember
    * Note
    * OpportunityHistory
  </Card>
</CardGroup>

## Quick Setup

<Steps>
  <Step title="Authenticate">
    Using the link in the invite email you received from Endgame, authenticate using Google or Salesforce.

    <Frame caption="Invite Email">
      <img src="https://mintcdn.com/endgame-e965a12c/MUf0RKep3zWPcFDk/images/invite-email-workos-03-04-26.jpeg?fit=max&auto=format&n=MUf0RKep3zWPcFDk&q=85&s=74cbbce26cc428deb57ae4b33f106499" alt="Invite Email" className="rounded-lg" width="1179" height="1695" data-path="images/invite-email-workos-03-04-26.jpeg" />
    </Frame>
  </Step>

  <Step title="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.**

    <Frame caption="Connect Salesforce">
      <img src="https://mintcdn.com/endgame-e965a12c/tZ59nbn7HdhsROFP/images/welcome-connect-salesforce-03-04-26.png?fit=max&auto=format&n=tZ59nbn7HdhsROFP&q=85&s=e7cf7a55acf9fb80b638045987101037" alt="Connect Salesforce" className="rounded-lg" width="1224" height="1056" data-path="images/welcome-connect-salesforce-03-04-26.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Info>
  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.
</Info>

<Frame>
  <img src="https://mintcdn.com/endgame-e965a12c/T7jbKny_5-hsxGKg/images/image-4.png?fit=max&auto=format&n=T7jbKny_5-hsxGKg&q=85&s=c082ac4c051c4799998ccdba9db4ebd1" alt="Image" width="538" height="477" data-path="images/image-4.png" />
</Frame>

<Tip>
  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.
</Tip>

***

<Columns cols={2}>
  <Column>
    <Card title="Previous Module" icon="arrow-big-left" horizontal href="implementation-guide/implementation-guide">
      Overview
    </Card>
  </Column>

  <Column>
    <Card title="Next Module" icon="arrow-big-right" horizontal href="implementation-guide/connect-conversations">
      Connect Transcripts
    </Card>
  </Column>
</Columns>
