Quick Install

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Prerequisites

Before starting, ensure you have:

• Salesforce Edition: Professional, Enterprise, Unlimited, or Developer
• Admin Access: System Administrator permissions in your Salesforce org
• Thnks Account: Active Thnks organization account
• Email Matching: User email addresses must match between Thnks and Salesforce accounts

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5-Step Quick Install

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Step 1: Configure Thnks Platform Connection

Contact your Thnks Account Manager or support@thnks.com to:

• Enable Salesforce integration on your Thnks account
• Choose your connection method:
  • User Connection: Each user enables their own Thnks ↔ Salesforce connection
  • Org Connection: Single admin-managed connection for all users

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Step 2: Install the Salesforce App

1. Navigate to the Thnks AppExchange listing
2. Click “Get It Now” and select your Salesforce instance
3. Choose installation option:
   • Install for Admins Only (recommended for initial setup)
   • Install for Specific Profiles (configure access levels)
4. Complete the installation process

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Step 3: Configure Organization Token

1. Contact your Thnks Account Manager or support@thnks.com to get your Organization Token
2. In Salesforce, go to App Launcher → search “Thnks” → “Manage Thnks Settings”
3. Navigate to the “Send Thnks” tab
4. Enter your Organization Token in the “Thnks Organization Token” field
5. Configure additional settings:
   • Thnks API Endpoint: https://api.thnks.com/ (default)
   • Thnks Sending Interface URL: https://app.thnks.com/#/auto-login (default)
   • Enable ‘Send Thnks’ Feature: Check this box
   • Default New Requests to Auto-Approve: Check if you want automatic approval (Only applies to Thnks Requests send via Flow automation, not Thnks sent via iframe)

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Step 4: Add Send Thnks Component to Lightning Pages

To enable the “Send a Thnks” button on record pages:

1. Navigate to Setup → Object Manager
2. Select Contact, Account, or Opportunity
3. Go to Lightning Record Pages
4. Edit the relevant page layout
5. In Lightning App Builder:
   • Drag the “Send Thnks” component to your desired location
   • Configure component settings as needed
   • Save and Activate the page

Repeat for all object types where you want the Send Thnks functionality.

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Step 5: Add Thnks Related Lists (Optional)

For better visibility of Thnks activity:

1. Setup → Object Manager → Select object (Contact, Account, Lead, Opportunity)
2. Page Layouts → Select the relevant layout
3. Related Lists section → Drag “Thnks” into the layout
4. Configure the related list fields and Save

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Post-Installation Checklist

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Testing Your Installation

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Test Direct Sending

1. Navigate to a Contact record
2. Click “Send a Thnks” button
3. Verify the Thnks interface loads in the iframe
4. Send a test Thnks to yourself
5. Confirm the Thnks record appears in Salesforce

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Test Data Synchronization

1. Send a Thnks from the Thnks web app or mobile app
2. Verify the Thnks record is created in Salesforce
3. Check that the record is associated with the correct Contact/Lead
4. Confirm status updates as the Thnks progresses

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Common Issues & Solutions

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Next Steps

After successful installation:

• Review the Install Guide for detailed configuration options
• Configure automated workflows using Salesforce Flows
• Set up custom field mapping for ROI tracking
• Train users on the new Send Thnks functionality

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Support

Need help? Contact us at support@thnks.com or reach out to your Thnks Account Manager.