# Steps

> 1. [Install the UiPath Add-in for the Salesforce App](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#install-the-uipath-add-in-for-the-salesforce-app).
2. [Register your UiPath Orchestrator site](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#register-your-uipath-orchestrator-site).
3. [Set up My Domain subdomain](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#set-up-my-domain-subdomain).
4. [Assign UiPath Administrator permission set](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#assign-uipath-administrator-permission-set).
5. [Customize settings](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#customize-settings).

1. [Install the UiPath Add-in for the Salesforce App](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#install-the-uipath-add-in-for-the-salesforce-app).
2. [Register your UiPath Orchestrator site](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#register-your-uipath-orchestrator-site).
3. [Set up My Domain subdomain](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#set-up-my-domain-subdomain).
4. [Assign UiPath Administrator permission set](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#assign-uipath-administrator-permission-set).
5. [Customize settings](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#customize-settings).

## Install the UiPath Add-in for the Salesforce App

The first step is to install the UiPath Add-in for Salesforce app from the [Salesforce AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FtSNwUAN).

## Register your UiPath Orchestrator site

:::note
This step is only applicable if you are using your own instance of UiPath Orchestrator. Skip this step if you are using UiPath Automation Cloud.
:::

After installing the app, register your UiPath Orchestrator site with Salesforce by completing the following steps:

1. Go to **Remote Site Settings** (**Setup > Settings > Security > Remote Site Settings**).
2. Under **All Remote Sites**, click the **New Remote Site** button.

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/add-ins/add-ins-docs-image-44522-af63ca0d-a436065f.webp)
3. Enter your **Remote Site Name**, **Remote Site URL** (your Orchestrator instance URL), and select **Active**.
4. Click the **Save** button.

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/add-ins/add-ins-docs-image-44633-f8f18563-1a3b7ab2.webp)

For more information about **Remote Site Settings**, see [Configure Remote Site Settings](https://help.salesforce.com/articleView?id=configuring_remoteproxy.htm%26type=5) in the Salesforce help documentation.

## Set up My Domain subdomain

After registering your Orchestrator site, open the UiPath Add-in for Salesforce; you can open the app by entering `UiPath` in the search bar.

The **UiPath Setup** tab in the add-in app requires your Salesforce instance to have a custom [My Domain](https://help.salesforce.com/articleView?id=domain_name_overview.htm&type=5&sfdcIFrameOrigin=null) subdomain. Follow steps 1 or 2 below according to your **UiPath Setup** tab status (that is, tab is visible or not visible).

![docs image](https://dev-assets.cms.uipath.com/assets/images/add-ins/add-ins-docs-image-44592-dfeebb22-62e0ec58.webp)

1. If you see the **UiPath Setup** tab in your application (like the image above), no further action is required and you can go to the [Assign UiPath Administrator permission set](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-steps#assign-uipath-administrator-permission-set) step.
2. If you don't see the **UiPath Setup** tab in your application, follow the steps in the [Set Up a My Domain Subdomain](https://help.salesforce.com/articleView?id=domain_name_setup.htm&type=5&sfdcIFrameOrigin=null) Salesforce documentation.
   * If you still don't see the **UiPath Setup** tab after completing the **Set Up a My Domain Subdomain** steps, try uninstalling and then reinstalling the app.

## Assign UiPath Administrator permission set

After you install the UiPath Add-in for Salesforce, a **UiPath Administrator** permission set is created. To enable users in your organization to use the add-in, you must assign this permission set to the users.

To assign the UiPath Administrator permission set, complete the following steps:

1. Go to **Permission Sets** (**Setup > Administration > Users > Permission Sets**).
2. In the **Permission Sets** table, click **UiPath Administrators** (this opens the permission sets details).

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/add-ins/add-ins-docs-image-44681-7686538d-b8e4f643.webp)
3. Click the **Manage Assignments** button and then the **Add Assignment** button.

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/add-ins/add-ins-docs-image-44600-fe92253a-71ebc34f.webp)
4. Select the user(s) that you want to add to the permission set and click the **Assign** button.

## Customize settings

The UiPath Add-in for Salesforce includes pre-configured settings for Orchestrator Notifications that must be enabled and/or edited before you can start using the add-in. You can enable and edit your Orchestrator Notification settings at an organizational level and/or at a user/profile level. For setup purposes, it's recommended that you enable, at a minimum, your organizational level settings.

To enable your organizational level settings, complete the following steps:

1. Go to **Custom Settings** in the Salesforce Setup (**Setup > Platform Tools > Custom Code > Custom Settings**).
2. Click the **Manage** link/button next to **UiPath Settings** (this opens the **UiPath Settings** page).

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/add-ins/add-ins-docs-image-44496-89a13d25-a8d677b3.webp)
3. Above the **Default Organization Level Value** section, click the **New** button (this opens the **UiPath Settings Edit**).

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/add-ins/add-ins-docs-image-44809-c5e3535a-6cf7c890.webp)

   By default, the settings are populated with pre-configured values. You can edit these values now or you can return later to make changes after you've determined the settings you want based on your usage.

   * For more information about the settings, see the [Orchestrator notifications](https://docs.uipath.com/add-ins/other/latest/user-guide/salesforce-orchestrator-notifications#orchestrator-notifications) details page.
4. Click the **Save** button.

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/add-ins/add-ins-docs-image-44665-f85dfe9e-c7b901af.webp)

When you return to the **UiPath Settings** page, you now see your values under the **Default Organization Level Value** section. You can edit these settings any time by clicking the **Edit** button.

You're done! You have completed the setup and can now start using the add-in.