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

# Quick Install

> Get up and running with Thnks v1.8 in minutes. This streamlined guide covers the essential steps for new installations.

## 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

<Note>
  **New in v1.8**: Users must have matching email addresses between their Thnks and Salesforce accounts to use the "Send Thnks" feature within Salesforce.
</Note>

## 5-Step Quick Install

### Step 1: Configure Thnks Platform Connection

Contact your Thnks Account Manager or [integrations@thnks.com](mailto: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](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FN7gUUAT)
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

<Warning>
  **Required for Send Thnks Feature**: You must obtain an Organization Token from Thnks to enable sending Thnks from within Salesforce.
</Warning>

1. Contact your Thnks Account Manager or [integrations@thnks.com](mailto: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.

### 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**

## Post-Installation Checklist

<Steps>
  <Step title="Verify Installation">
    * Thnks app appears in App Launcher
    * "Manage Thnks Settings" is accessible
    * All tabs (Contact Settings, Leads Settings, etc.) are visible
  </Step>

  <Step title="Configure Permissions">
    * Assign **"Thnks Admin"** permission set to administrators
    * Assign **"Thnks Standard User"** permission set to end users
    * Test access levels are working correctly
  </Step>

  <Step title="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
  </Step>
</Steps>

## 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

<AccordionGroup>
  <Accordion title="Send Thnks button not appearing">
    * Verify the Lightning component was added to the page layout
    * Check user has proper permission sets assigned
    * Ensure Organization Token is configured correctly
  </Accordion>

  <Accordion title="Authentication error in iframe">
    * 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
  </Accordion>

  <Accordion title="Thnks records not syncing">
    * Verify Thnks account has Salesforce integration enabled
    * Check Contact/Lead matching settings in Manage Thnks Settings
    * Confirm user connection is properly established
  </Accordion>
</AccordionGroup>

## Next Steps

After successful installation:

* Review the [Install Guide](https://docs.thnks.com/appexchange/install) for detailed configuration options
* Configure [automated workflows](./datamodel#automated-workflows) using Salesforce Flows
* Set up [custom field mapping](https://docs.thnks.com/appexchange/install#fields-mapping) for ROI tracking
* Train users on the new Send Thnks functionality

## Support

Need help? Contact us at [integrations@thnks.com](mailto:integrations@thnks.com) or reach out to your Thnks Account Manager.