Connecting Swantide to your Salesforce org takes about 10 minutes. You'll install a managed package and authorize the connection using your Salesforce admin credentials.
Before you start, confirm you have:
Salesforce System Administrator access
A Swantide org — if you don't have one yet, contact your Swantide representative
Want to connect using a dedicated integration user instead of an admin account? See Setting Up a Swantide Integration User.
Step 1: Install the Managed Package
Log in to Swantide at app.swantide.com. You'll see a banner prompting you to connect your org — click it to open the onboarding flow. (You can also access this anytime from Profile.)
Specify whether you're connecting a sandbox or production org.
Click Install Package. You'll be redirected to the Salesforce AppExchange installer.
Log in with your Salesforce administrator credentials.
Select Install for All Users and click Install.
Verify the installation by going to Setup → Installed Packages and confirming the Swantide package appears.
Step 2: Authorize the Connection
Return to the Swantide onboarding flow and click Authorize Connection.
Log in with your Salesforce administrator credentials when prompted.
Once complete, you'll see a confirmation message. Metadata ingestion will begin automatically — you can watch components populate in the Documentation tab.
Need help? Contact support@swantide.com or reach out to your Swantide Customer Success Manager.