---
title: "Setup step 2: Install the Walnut app"
slug: "/help/integrations/salesforce/setup-2-install-app"
last_updated: "2025-05-21T18:12:32Z"
zendesk_id: 23711743268755
zendesk_url: "https://help.walnut.io/hc/en-us/articles/23711743268755-Step-2-Installing-the-Walnut-App-in-Salesforce"
locale: "en-us"
category: "Connect and Optimize"
section: "Setup Guide"
product: "integrations"
topic: "salesforce"
displayed_sidebar: "integrationsSidebar"
sidebar_position: 4
tags: ["salesforce","walnut app for salesforce","get a demo","integrations","deal view"]
pagination_prev: "help/integrations/salesforce/setup-1-connect"
pagination_next: "help/integrations/salesforce/setup-3-app-permissions"
---

Walnut for Salesforce is a managed package app that pushes your Walnut demos data into your Salesforce account. With the package installed, any tracked demo session will be pushed to the relevant Salesforce accounts, opportunities and contacts as a custom object.

The package includes: 

-   Ability to configure demo data within the following Salesforce objects:
    -   Opportunity
    -   Account
    -   Contact
-   Pre-defined Reports 
-   Pre-defined Dashboards 

**Installing the Walnut App**

Locate the [Walnut App in Salesforce's AppExchange Market.](https://appexchange.salesforce.com/appxListingDetail?listingId=a3331f1d-86c0-465a-b024-edd1ff23ebff) Then click **Get It Now. [](https://appexchange.salesforce.com/appxListingDetail?listingId=a3331f1d-86c0-465a-b024-edd1ff23ebff)** 

![](pathname:///images/4df20122bf796e2d.png)

Once you log in to your Salesforce account, determine where you'd like to install the package. You can install Walnut into your Production or Sandbox environment. 

![](pathname:///images/433b7c46122cb97f.png)

After selecting your environment, click **Confirm and Install.**

![](pathname:///images/2c436d64b3425a20.png)

We recommend installing the Walnut app **for all users.** 

![](pathname:///images/9e32407411051f6e.png)

Be sure to approve [Third-Party access](https://hub.oet-global.com/candidate/bookings) and then press [continue](https://hub.oet-global.com/candidate/bookings). 

![](pathname:///images/1d63712c9468b5a1.png)

Click **done** and you will be redirected to the installed packages page, where the New Walnut.io App will appear. _Some users may see the following message indicating that the app is taking a long time to install. In those cases, you will get an email notification once everything is completed._ 

![](pathname:///images/a9e81c0ac2c499b3.png)

Once you have the Walnut App installed, you will want to be sure to [grant user permissions](/help/integrations/salesforce/setup/setup-3-app-permissions). 

\-----

Alternatively, you can also begin by logging into your Salesforce account.

Click on the settings gear in the top right corner and enter the Setup Page. 

![](pathname:///images/f0d0e0e04082f503.png)

Use the Quick Find search bar in the left corner to lookup and open the AppExchange Marketplace. 

![](pathname:///images/6d7a1fd5cfc39e70.png)

Search for Walnut and then click **Get it Now** to begin installing the app. 

![](pathname:///images/9db8d2a66d124234.png)