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Component setup

To set up the Komodo Insights Component in your Salesforce environment after the initial installation, please complete the following steps.

note

The steps below assume that the Komodo Insights Component has already been installed in your Salesforce environment and that you have a Consumer Key and Consumer Secret. If you have yet to install the component or receive your customer credentials, please reference Installation and reach out to your Mavens Customer Success Manager (CSM).

  1. Create an Auth. Provider

  2. Create a new Named Credential

  3. Update custom metadata

  4. Configure a permission set

  5. Add to page(s)