Instruqt + Salesforce Integration: Installation and Configuration

Learn how to install and configure the Instruqt + Salesforce integration step by step. In this tutorial, we walk through the full installation process, including how to install the Salesforce managed package, configure permission sets, add quick actions, set up related lists, and share pre-built reports with your sales team. Whether you're a Salesforce Admin or an Instruqt Admin, this guide will help you successfully connect Instruqt to Salesforce and ensure your team can send hands-on experiences and track engagement directly inside your CRM.