# Salesforce iFrame Installation

> **Note:** To view journeys on your Salesforce dashboard, make sure you complete the integration with HockeyStack first

### Step 1: Modify permissions to allow installation

You can read how to modify permissions to allow installation in this doc: [salesforce-permissions](https://docs.hockeystack.com/account-intelligence/getting-started/salesforce/salesforce-permissions "mention")

### Step 2: Add sales reps as viewers in HockeyStack

Every sales rep who needs to see the iFrame in Salesforce must be added as a viewer in HockeyStack. This is free of charge — viewer seats do not count toward your plan.

1. In HockeyStack, go to **Workspace Settings (under logo in sidebar) > Team**
2. Click **Invite** in **'Team Members'** section
3. Enter the rep's email and set their role to **Viewer**
4. Repeat for each rep who needs iFrame access

### Step 3: Click "Upload iFrame" in HockeyStack

1. Go to Atlas > Integrations
2. Click on Salesforce "Configure" button, in the CRM section
3. Click on "Upload iFrame"

<figure><img src="https://318687664-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FedLASfWbQxGa0eYkwALS%2Fuploads%2FQB4L9eZLtWiE0xc6dSJD%2FScreenshot%202025-04-28%20at%208.09.41%E2%80%AFAM.png?alt=media&#x26;token=c83ac219-f95b-490e-858d-82ba042c95f5" alt=""><figcaption></figcaption></figure>

### Step 4: Install our iFrame in Salesforce:

1. In Salesforce, in the top-right corner, click the **Settings** button.
2. Next, click **Open Advanced Setup**.
3. In the search bar at the top-left, type **Lightning**.
4. Under **User Interface**, select **Lightning App Builder**.
5. Choose the page where you want to embed the iFrame, then click **Edit**.
6. On the left panel, scroll down to the **Custom** section.
7. Find **hockeystack**, then drag and drop it to the desired location on your page.