Skip to main content

​
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
As of v1.8: Users must have matching email addresses between their Thnks and Salesforce accounts to use the “Send Thnks” feature within Salesforce.

​
6-Step Quick Install

​
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

​
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

​
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)

​
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

​
Step 6: Add the Send Thnks Flow Action (Optional, new in v1.9)

For teams that want to trigger Thnks sends from Salesforce Flow automation, no Thnks Request record required:
  1. Open Flow Builder and go to the Flow you want to add the action to
  2. In the Action picker, search for “Send Thnks”
  3. Confirm the running user has the Thnks Admin or Thnks Standard User permission set assigned, otherwise the action won’t appear
  4. Configure the required inputs: Gift Id, Sender Email, Recipient Email
  5. Optionally set Recipient First/Last Name, Recipient Message, Include Carbon Neutral Cost, UTM Campaign Id, and Source Record Id
  6. Save and activate your Flow
Salesforce Sending limit: Each send counts against Salesforce’s future call limit of 50 per transaction. If a Flow processes a large batch of records in a single transaction, split the work into smaller batches.

​
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

​
Testing Your Installation

​
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

​
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

​
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

​
Next Steps

After successful installation:

​
Support

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