1. Overview & Requirements
Before beginning the installation, please ensure your environment and user account meet the following prerequisites:
Requirement | Details
|
Administrative Permissions | Installation must be performed by a Salesforce System Administrator or a user with package installation permissions. |
Account Website Field | The Website field on Salesforce Account records must be populated. Factors.ai uses the domain name to retrieve and display matching account intelligence. |
Factors.ai Account | Users viewing the widget require active login credentials or SSO access to your Factors.ai account workspace. |
Security & Privacy Note: The installation links below are for a private package deployment (not currently listed on the public Salesforce AppExchange). Please share these links only with trusted internal team members or authorized system administrators.
2. Package Installation Links
Select the link appropriate for your Salesforce environment:
Production / Developer Edition: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tak000000euLF
Sandbox Environment: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tak000000euLF
3. Step-by-Step Installation & Configuration Guide
Step 1: Launch Installation & Log In
Click the appropriate installation link above for your Salesforce environment (Production or Sandbox).
Log in using your Salesforce System Administrator credentials.
Step 2: Choose Security Access & Install
On the package setup page titled Upgrade / Install Factors.ai widget, choose your preferred access scope:
Install for Admins Only: Recommended standard option for controlled deployment.
Install for All Users: Makes the component available across your entire organization.
Install for Specific Profiles: Allows granular access control based on user profiles.
Check the acknowledgment box confirming installation of a Non-Salesforce Application.
Click the Install (or Upgrade) button.
Once the message displays Upgrade Complete / Installation Complete, click Done.
(Optional) You can verify the installation by going to Setup > Installed Packages and confirming Factors.ai Account Intelligence Widget is listed.
Step 3: Open an Account Record
Navigate to the App Launcher (3x3 grid icon) in Salesforce and search for Accounts.
Select and open any existing Account record.
Step 4: Edit Page Layout in Lightning App Builder
In the top right corner of the Account record page, click the gear icon (Setup menu).
Select Edit Page from the dropdown menu to launch the Lightning App Builder.
Step 5: Create a Custom Tab for Factors.ai
Click on the central tab set component on the page canvas (where default tabs like Related and Details appear).
In the right-hand panel, click Add Tab.
Click on the newly created tab label to edit it, change the Tab Label dropdown to Custom.
Enter Factors.ai Widget as the Custom Label text, then click Done.
Step 6: Embed the Factors.ai Component
Select the newly created Factors.ai Widget tab in the canvas editor.
In the left sidebar under Components, scroll down to the Custom - Managed section.
Locate the factorsaiEmbed component.
Drag factorsaiEmbed and drop it into the container box under your new tab.
Step 7: Save and Activate
Click Save in the top right corner of the Lightning App Builder.
If prompted or if not yet activated, click Activation... and set the page layout as the Org Default (or assign to specific Apps/Profiles).
Click the back arrow (<) in the upper left corner to return to the live Account page.
Step 8: Authenticate and Access Intelligence
On your live Account record page, click the Factors.ai Widget tab.
Click Continue to login to authenticate.
Log in with your Factors.ai account credentials (or via Google/SSO).
Upon successful login, close the popup window. The embedded widget will immediately display domain-matched insights including:
Overview: Engagement score, active visitors, and activity signal trends.
Timeline View: Chronological breakdown of page views, marketing touchpoints, and events.
Birdseye View: Categorized activity and intent details across anonymous and identified visitors.
Account Research Agents: AI summaries and research intelligence.
4. Troubleshooting & Best Practices
Scenario | Solution
|
Widget shows no data | Confirm the Website field on the Salesforce Account is populated with the correct company domain. |
Repeated login prompts | Ensure third-party cookies are allowed in your browser and popup blockers are disabled for Factors.ai. |
Users cannot see the tab | Ensure package permissions were assigned properly during installation or adjust profile permissions in Salesforce Setup. |
5. Need Managed Installation Assistance?
If you have any questions or require assistance during installation, please reach out to your Factors.ai customer success manager or support team. Alternatively, you can grant temporary administrator access to your Salesforce org, and our team will handle the complete installation and configuration for you.