To add the VisualForce pages to your salesforce environment, Navigate to one of your account pages, then click on settings -> edit page.

Your environment may be a little different, but here an extra tab has been added to the central section. Click on the area with the tabs for Related, Details, News, then on the right side click “Add tab”, then click to edit the label to custom – here it has been given this the name “Tailored Sync”. Click done and then click the new tab to navigate to it.

Inside the new tab, click add “Add Component here”.

Click “Visualforce” on the left hand side.

If you have no other Visualforce pages available, Tailored Sync Account should be selected by default. If not click on the Visualforce Page Name on the right hand side, then click save. if it’s the first time editing the page, you may need to activate it for use.

You then need to do the same for the Opportunities page: browse to an opportunity then click
settings -> edit page.

Follow the steps above to add a new tab and add the Tailored Sync Opportunity Visualforce page to
a location on the page, Here, a new tab called Tailored Sync has been added.

Once both pages are added you need to link the salesforce app with our server: browse to either of
the new Visualforce pages on the account or opportunity pages, then press the “Click Here” option to
first authenticate your account.

Click “Allow”. This should then redirect to a single page stating that the authentication was ok. Close this tab and
then refresh the salesforce page

Now that your account is authenticated the app should display that your account is not yet synced. Click on Sync to start the sync process which will redirect you to the site you first registered on.

You should already be logged in. If not please log back in, then click on “Link Account”.

You should now see that everything was linked successfully. Click on “Add Settings” to add your
Synergist details.

Fill in the synergist settings section then click save.

Your account is now all set up and you can now start to sync your accounts and deals with Synergist.

Browse to an account page on Salesforce and click on the Synergist Sync tab, if everything linked successfully you should now be given details about the account, and the option to Sync with Synergist.