---
title: WeTransact SalesForce Installation Guide
slug: wetransact-salesforce-installation-guide
icon: {"faIcon":"fa-brands fa-wordpress"}
docTags: 
createdAt: 2025-10-16T22:11:36.450Z
---

By Leya Zheng

:::hint{type="danger"}
This guide is intended for Salesforce Admins or technical users responsible for setting up the WeTransact Salesforce integration. If you're a Sales or Marketing user looking to create Co-Sell deals or Private Offers, please refer to the [SalesForce - Creating Co-Sell Deals & Private Offers](docId\:FMhRFa6D8-eahdYnMReYY)
:::

### 🟣 Overview

:::hint{type="success"}
This package connects Salesforce with WeTransact, enabling automated syncing of Co-Sell and Private Offer records. You’ll be able to create offers, retrieve statuses, and keep your data aligned with minimal manual work.
:::

### 🟣 Requirements

::::hint{type="success"}
Before you begin, make sure you have:

- Salesforce Administrator access
- Access to install AppExchange applications
- Your WeTransact API credentials (provided by WeTransact)

:::BlockQuote
💡 **Note**

The installation should be completed by a Salesforce Administrator.
:::
::::

### 🟣 Install the Package

:::hint{type="success"}
Click the [WeTransact Salesforce Installation link](https://appexchange.salesforce.com/appxListingDetail?listingId=ff771cb0-3291-40e0-93d8-2be6796d4d34), install for admin, and wait until complete.
:::

### 🟣 Video : Salesforce WeTransact Installation Demo

The video below provides a full walkthrough of the installation and configuration process. 

A step-by-step written guide is also available below.

::loom{url="https://www.loom.com/embed/bcde2ac600d74610970a7483e2827615"}

### 🟣 Step-by-Step

# Salesforce Installation Guide

Install the WeTransact Salesforce App and configure it for Co-Sell and Private Offer management.

# Step 1 :  Install the WeTransact App

### Open the Salesforce AppExchange listing: [WeTransact Salesforce Installation link](https://appexchange.salesforce.com/appxListingDetail?listingId=ff771cb0-3291-40e0-93d8-2be6796d4d34)

### Click Get It Now.

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/6f2n1vqGEIt7mvQ5rrf6h_upload.png)

***

# Step 2: Log in to Salesforce

### Click Login and authenticate with your Salesforce Administrator account.

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/t1LWU05X0vwXMOGrsbZfl_upload.png)

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/MsG4M0q4cFJWvRMBEEM-R_upload.png)

***

# Step 3: Install the Package

### Choose: Install in Production

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/hY6uGjCEvbQteWo-Ud_au_upload.png)

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/QzUdr3jIkpAXtWNorrvaN_upload.png)

***

### Select: Install for Admins Only, Click Install. Wait until the installation finishes.

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/mcDFO-WPaw879PLw_8Qpm_upload.png)

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/DZxtMMlhs3CTGna4LQXNZ_upload.png)

### After installation completes, click Done.

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/Ph4sF_-i3nSVwjset7Qsv_upload.png)

***

# Step 4: Verify Installation

### Navigate to: Setup → Installed Packages. Verify that WeTransact appears in the Installed Packages list.

:::BlockQuote
**√ Success**

If the package appears, the installation completed successfully.
:::

***

# Step 5: Assign Permissions

### All access is granted through Permission Set Groups (PSGs). Assign the appropriate Permission Set Groups based on the user's role.

:::BlockQuote
💡 **Permission Set Groups**

**WeTransact – Admin Access**

Grants full administrative access to credentials, logs, flow configuration, and manual execution.

**WeTransact Private Offer – User Access**

Grants access to create and manage Private Offers from the Opportunity page.

**WeTransact Co-Sell – User Access**

Grants access to create and manage Co-Sell records from the Opportunity page.
:::

***

## Bulk-Assign Permission Set Groups

**Use this method to assign or remove a Permission Set Group for multiple users at once.**

:::BlockQuote
💡 **Tip**

Permission Sets can also be assigned individually from each User record.
:::

### 1. Open Permission Set Groups

### Navigate to:  Setup → Permission Set Groups

***

### 2. Open the Permission Set Group

For example: **WeTransact Co-Sell – User Access**

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/nIX1ctAg1H0RGTEfQxuaw_upload.png)

***

### 3. Click Manage Assignments

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/CIVpcqCV6ZlW4lR_eti7g_upload.png)

***

### 4. Click Add Assignments

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/lU1i8Pz9KirHmd4P9nlah_upload.png)

***

### 5. Select Users

### Choose the users that should receive access. Click Next.

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/Kx4LWuYy99RQcifxqmUaN_upload.png)

***

### 6. Assign Permissions

Click **Assign**.

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/EKkF0VOc8z_FLH3gi2bMp_upload.png)

:::BlockQuote
💡 **Note**

Repeat these steps for the remaining Permission Set Groups if required.
:::

***

# Step 6: Configure the API Connection

### The Salesforce App communicates with WeTransact through Named Credentials.

Navigate to: **Setup → Named Credentials**

Open: **WeTransact Named Credential**

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/OuT50TFlO3slT8UpufI2u_upload.png)

***

### Click Edit.

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/RCsxlei1sDD3XDZ11YsBL_upload.png)

### Update the endpoint to:

```javascript
https://api.archera.wetransact.io/api/v1
```

### Click Save.

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/h-63Vr1iezCLWiR24OJyR_upload.png)

***

### Next, open: WeTransact External Credential

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/B-GgfySAKTr2u91VzehL2_upload.png)

### Edit the Principal.

### Please go to your WeTransact Portal → Settings → Integrations → CRM API Token Generator → Generate 

Enter:

- Username
- API Token

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/RUiHz_ZdVDfvV7v_9Izbw_upload.png)

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/jTooIEWX994XgkA38Kvet_upload.png)

***

:::BlockQuote
✅ **Success**

Salesforce is now connected to the WeTransact API.
:::

***

# Step 7: Add the Co-Sell Wizard to Opportunity Pages

### Open any Opportunity.

Select: **⚙️ → Edit Page**

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/lmmcCd3Vy0fjWVGDgfETp_upload.png)

***

### Search for: Dynamic Related List – Single

Drag it onto the page.

Add the following fields:

- Deal/Offer Name
- Deal/Offer Status
- Sync Status

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/Zy4wPwJTD69WLTMIzdlvx_upload.png)

***

### Replace the New action with: Co-Sell Wizard

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/Dyk8bsb0_K350te2FyApT_upload.png)

***

# Step 8: Add the Private Offer Wizard

### Repeat the previous steps. Add another Dynamic Related List – Single.

Use these fields:

- Offer Name
- Offer Status
- Sync Status

### Replace the New action with: Private Offer Wizard

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/GEZqEFgslxLg_wtrivQ0H_upload.png)

### Save and Activate the page

![](https://api.archbee.com/api/optimize/wlBoYP3-_D88k8I6lqBSW/iMJ6PKlrD8DoySGKmLgKA_upload.png)

***

# Verify the Installation

### Open any Opportunity.

You should now see:

- √ Co-Sell Wizard
- √ Private Offer Wizard

Both should appear and be ready for use.

***

# Installation Complete 🎉

The WeTransact Salesforce App is now installed and fully configured.

### 🟣 Support

***We hope you were able to successfully follow the steps outlined above. If you face any issue please do not hesitate in reaching out to your WeTransact representative.***

***💬 For more, contact us at : ***