---
title: "Installing the OnceHub connector for Salesforce"
description: "The Salesforce setup process includes 5 phases: API connection, Installation, Field validation, Field mapping, and Creation rules."
url: "https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/installing-oncehub-connector-for-salesforce"
---

The Salesforce setup process includes 5 phases: [API connection](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/connecting-salesforce-api-user "How to connect a Salesforce API User"), Installation, [Field validation](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/handling-required-salesforce-fields-in-field-validation-step "Handling required Salesforce fields in the Field validation step"), [Field mapping](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/mapping-oncehub-fields-to-non-mandatory-salesforce-fields "Mapping ScheduleOnce fields to non-mandatory Salesforce fields"), and [Creation rules](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/salesforce-record-creation-update-and-assignment-rules "Salesforce record creation, update, and assignment rules").

Installation is a three step process. In this article, you will learn about the first step: installing the OnceHub connector package in Salesforce. The OnceHub connector for Salesforce is installed directly from OnceHub.

## Requirements

[Section titled “Requirements”](#requirements)

To install the connector from OnceHub, you must:

* Be a [OnceHub Administrator](https://help.staticso2.com/account-administration/user-management/user-roles-overview "Differences between Administrator and Member").
* Be a Salesforce Administrator in your organization.
* Have an[ active connection to your Salesforce API User](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/connecting-salesforce-api-user "How to connect a Salesforce API User").

You do not need an assigned product license to install and update Salesforce account settings. [Learn more](https://help.staticso2.com/account-administration/user-management/user-management-and-seats)

## Installing the OnceHub connector for Salesforce

[Section titled “Installing the OnceHub connector for Salesforce”](#installing-the-oncehub-connector-for-salesforce)

1. Click the gear icon located in the top-right corner of the page.
2. Select **Account Integrations** from the dropdown menu.
3. Filter for **CRM**.
4. Click on the **Salesforce (For Booking Pages)** tile.
5. In the **Salesforce** box, click the **Setup** button (Figure 1). ![](https://help.staticso2.com/_astro/1568208043150.C6-kPfYa_gPki9.png)Figure 1: Set up API Connection in OnceHub
6. On the **Installation** tab, click the **Install connector** button (Figure 2). ![](https://help.staticso2.com/_astro/1568215695886.DzpiaOMA_21RxkR.png)Figure 2: Install connector
7. Sign in to Salesforce.
8. On the **Salesforce** Install Package landing page, select **Install for All Users** and then click the **Install** button (Figure 3). ![](https://help.staticso2.com/_astro/screen-shot-2020-06-22-at-105725-am.B3Sqh3IK_ZpHS9w.png)Figure 3: Install for All Users
9. Once installation is complete, click the **Done** button.
10. Return to OnceHub and reload the page, then go back to the **Installation** tab. You will see that the connector is now installed (Figure 4). ![](https://help.staticso2.com/_astro/1568216087672.DZDLXZiU_Z1Xsw4w.png)Figure 4: Connector installed

Note

After the connector is installed, it can take up to 10 minutes before **Connector installed** is shown on the **Installation** tab.

That’s it! You’ve completed **Step 1** of the Installation process. Now you can proceed to **Step 2**, which is described in the [How to assign the OnceHub permission set to the Salesforce API User](https://help.staticso2.com/scheduleonce/account-integrations/crm/salesforce/assigning-oncehub-permission-set-to-salesforce-api-user "How to assign the ScheduleOnce permission set to the Salesforce API user") article.