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

# Setup

> How to install and connect EazyBe with your Salesforce account

This guide provides step-by-step instructions for connecting the EazyBe WhatsApp Extension with your Salesforce account and granting the necessary permissions.

## Installation Steps

<Steps>
  <Step title="Open the EazyBe WhatsApp Extension">
    Click the **Integrations** button on your EazyBe WhatsApp web extension.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1112649892.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=8f0de75a02d46015de42dd2b1e5b7ec4" alt="EazyBe Integrations Button" width="1227" height="900" data-path="images/1112649892.png" />
  </Step>

  <Step title="Connect to Salesforce">
    Select the **Connect** button below the Salesforce integration. This will redirect you to your Salesforce account.

    <img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1195253698.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=4b93594d5f4c390c80202580f8706a5b" alt="Connect to Salesforce" width="1227" height="900" data-path="images/1195253698.png" />
  </Step>

  <Step title="Select Your Salesforce Account">
    Choose the Salesforce account you wish to connect with the EazyBe extension.

    <img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1196689623.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=057748ab744b2c6d7ccfa2bdfca9b52d" alt="Select Salesforce Account" width="724" height="870" data-path="images/1196689623.png" />
  </Step>

  <Step title="Grant Necessary Permissions">
    Click **Accept** to grant permissions allowing EazyBe to view and sync your WhatsApp chats with Salesforce.

    <img src="https://mintcdn.com/eazybe/THB8d-zyYp8cLn9D/images/1195256371.png?fit=max&auto=format&n=THB8d-zyYp8cLn9D&q=85&s=d419d7f6b97fc904a33ddca241d331c4" alt="Grant Permissions" width="1227" height="900" data-path="images/1195256371.png" />
  </Step>
</Steps>

<Info>
  You have successfully connected your EazyBe WhatsApp Extension with Salesforce. Your WhatsApp conversations can now be synced with your Salesforce CRM.
</Info>

## Need Help?

If you have any questions or need assistance, contact our support team at **[hey@eazybe.com](mailto:hey@eazybe.com)**.