Welcome to Origami
Get started in just a few steps.
// FREQUENTLY ASKED QUESTIONS
// SETUP STEPS
Download Package
Click on Our Download Link
Use the download link provided by Origami to access the Salesforce package installation.
Login to Your Salesforce with an Admin Account
Make sure you're logged in with an account that has administrative privileges to install packages.
Choose "Install for All Users"
When prompted, select the "Install for All Users" option and acknowledge that it's not an AppExchange Partner.
Approve 3rd Party Access of Our CSP Trusted Sites
This is needed to connect to the Origami webapp and to sync data with your Salesforce instance.
Setup Access
Configure Connected Apps
In Setup, go to Connected Apps → Manage Connected Apps
Click on Origami Setup
Click Edit Policies
Under OAuth Policies, change Permitted Users from "All users may self-authorize" to "Admin approved users are pre-authorized"
Click Save
Manage User Profiles
Now on the Connected App page, go to Profiles → Manage Profiles
Select Approved Users
Select all the users you want to have access to Origami.
General advice: Select Standard Platform User, Standard User, and System Administrator since these represent all the users on your CRM.
Click Save
Access Origami
Go to your App Launcher (9 dots on the top left of the screen)
Search for Origami and you should see the Origami app
Enable Salesforce Data Sync
In the Origami app, navigate to the Dashboard tab
Look for the Salesforce Pushing button in the bottom left corner and click on it
This will launch an authentication popup that allows Origami to sync data with your Salesforce instance
Make sure you authenticate with the same admin account you used for the initial setup. This ensures Origami has the proper permissions to push data to your Salesforce instance in the future.
🎉 Congratulations! Origami is now fully configured and ready to sync data with your Salesforce instance.
Need help? Contact Origami Support