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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 with Enterprise or Enterprise+ plan level
  • Email Matching: User email addresses must match between Thnks and Salesforce accounts
New in v1.8: Users must have matching email addresses between their Thnks and Salesforce accounts to use the “Send Thnks” feature within Salesforce.

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5-Step Quick Install

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Step 1: Configure Thnks Platform Connection

Contact your Thnks Account Manager or integrations@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

Required for Send Thnks Feature: You must obtain an Organization Token from Thnks to enable sending Thnks from within Salesforce.
  1. Contact your Thnks Account Manager or integrations@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. 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

1

Verify Installation

  • Thnks app appears in App Launcher
  • “Manage Thnks Settings” is accessible
  • All tabs (Contact Settings, Leads Settings, etc.) are visible
2

Configure Permissions

  • Assign “Thnks Admin” permission set to administrators
  • Assign “Thnks Standard User” permission set to end users
  • Test access levels are working correctly
3

Test Send Thnks Feature

  • “Send a Thnks” button appears on configured record pages
  • Iframe loads correctly when clicked
  • User can authenticate and send test Thnks
  • Thnks record is created in Salesforce after sending

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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

  • Verify the Lightning component was added to the page layout
  • Check user has proper permission sets assigned
  • Ensure Organization Token is configured correctly
  • Confirm user’s Salesforce email matches their Thnks account email
  • Verify user has an active Thnks account
  • Check Organization Token is valid and properly configured
  • Verify Thnks account has Salesforce integration enabled
  • Check Contact/Lead matching settings in Manage Thnks Settings
  • Confirm user connection is properly established

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Next Steps

After successful installation:

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Support

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