> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conversekit.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 🔧 Setup & Installation

> Follow these steps to get started with ConverseKit and connect your Salesforce org.

<Steps>
  <Step title="Create a ConverseKit Account" stepNumber={1} titleSize="h2">
    Visit [https://conversekit.ai](https://conversekit.ai) and sign up for a new account.

    * Enter your **first name**, **last name**, and **email address**.
    * Verify your email to proceed to the next step.
  </Step>

  <Step title="Set Up Your Organization" stepNumber={2} titleSize="h2">
    After verifying your email, you’ll be prompted to create your organization:

    * Provide details like your **organization name**, **industry**, and other required fields.
    * Click **Save** to complete setup.

    Once this step is done, your ConverseKit account and workspace will be ready.
  </Step>

  <Step title="Install the Salesforce App" stepNumber={3} titleSize="h2">
    To integrate with Salesforce, install the ConverseKit Managed Package using the link below:

    [🔗 Install ConverseKit for Salesforce](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tS3000000RUTRIA4)

    During installation, choose one of the following access levels:

    * **Admins Only**
    * **All Users**
    * **Specific Profiles**
  </Step>

  <Step title="Assign the ConverseKit Permission Set" stepNumber={4} titleSize="h2">
    After installation:

    * Go to **Setup → Permission Sets** in Salesforce.
    * Assign the `ConverseKit Admin` permission set to the integration user who will handle communication between Salesforce and ConverseKit.
  </Step>

  <Step title="Connect Your Salesforce Org" stepNumber={5} titleSize="h2">
    In the **ConverseKit Web App**:

    1. Navigate to **Integrations** from the main menu.
    2. Select **Salesforce**, then click **Connect Org**.
    3. Authenticate and authorize access when prompted.
  </Step>
</Steps>