How to integrate snapADDY DataQuality in Salesforce

In this article you will learn how to integrate snapADDY in DataQuality.

I. Installation

1. Open the snapADDY DataQuality package in AppExchange → Link
   
2. Click on Get It Now.
   
   
   
   
   
3. Select where the package should be installed (Production or Sandbox)
   
   
   
   
4. Click on Confirm and Install.
   
   
   
   
   
5. Choose Install for all Users and click on "Install" resp. "Upgrade".
   
   
   
   
   
6. Wait a moment until the package is installed in your organisation.
   
   
   
   
   
7. Click on Done, you will be automatically redirected to your Salesforce instance.
   
   
   

II. Application Configuration

1. Navigate to Setup → Platform Tools → Applications → Connected Applications → Manage Connected Applications
2. Select the snapADDY App (click on the name and not on the "Edit" button!)
   
   
   
   
   
3. Click on "Edit Policies".
   
   
   
   
   
4. Change the OAuth policy for Approved users to 'Administrator approved users are pre-authorised'
   
   
   
5. Klick on "Save".
    
   
   
   
   
   
6. On the "Connected application snapADDY" page, click on Manage Profiles
   
   
   
   
7. Select all profiles that should have access to snapADDY DataQuality and click "Save" at the bottom of the screen
   
   

III Adding the snapADDY DataQuality tab

1. Open the app in which DataQuality should appear.
   
   
   
   
   
2. Select the pencil icon in the navigation bar. 
   
   
   
   
3. Click on "Add more Items".
   
   
   
   
   
   
4.  Search for "DataQuality" and click on the ➕ symbol.
   
   
   
   
   
   
5. Select "Add 1 Nav Item".
   
   
   
   
   
6. Arrange the navigation points as you wish and click on "Save".