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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.View Configuration Guide
Install Addepar Widgets
Go to the Salesforce App Exchange and install Addepar Widgets.
Set up the integration
Configure default and authorization settings in Salesforce.
Add the widget to Salesforce pages
Drag, drop, and configure the widget to appear on pages in Salesforce.
After setting up the integration, each user will need to complete a short authorization process to access the widget.