Set up DAP in Salesforce

Last published at: 2022-04-12 13:20:37 UTC
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This article explains about setting up DAP in Salesforce. For information about configuring settings within DAP, see Configuring DAP.

Before you can start using DAP, you need to make some changes in Salesforce: add the Action Launcher button to your objects, and grant access to DAP to your users.

One way to trigger the actions of the Data Action Platform (DAP) is via the Action Launcher. In a list view, you select the records to apply an action to, then click the Action Launcher button to select the action. 

To set this up, add the Action Launcher button to the search layout of every object where you want to use actions. The Action Launcher is added to the search layout as a custom button. For Leads, Accounts, and Contacts, this custom button came included in the DAP app installation. For other objects, you will need to create a custom button first.

To configure the Action Launcher button for Leads, Accounts, and Contacts, see Add the Action Launcher to Leads, Accounts and Contacts‍.

To configure the Action Launcher button for other objects, see Add the Action Launcher to other objects‍.

Then, make sure to Grant DAP access‍ to your users.