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How to Set Up Thynk on Salesforce
Thynk is built natively on Salesforce. It is installed in a Salesforce org from the AppExchange. It does not connect to Salesforce as a separate system. Accounts, contacts and opportunities stay the records the rest of the org already uses, with hospitality objects for group bookings, RFPs and meeting spaces on that same data model.
This guide walks through installing Thynk on Salesforce. Thynk is not a separate application that syncs with Salesforce.
Step 1: Verify Salesforce Prerequisites
Before installing the package, confirm the Salesforce org meets Thynk's prerequisites.
- Salesforce edition: Professional, Enterprise, or Unlimited edition (required for API access)
- User permissions: System Administrator or equivalent role with Modify All Data permission
- API access: Verify API calls are available in your Salesforce license
- Check available API call limits in Setup → System Overview
- Ensure you have Salesforce licenses for users who will access Thynk data
- Review your Salesforce security settings and IP restrictions if applicable
Step 2: Install Thynk Salesforce Package
Install the Thynk managed package from Salesforce AppExchange to add hospitality-specific objects and workflows to your Salesforce org.
- Visit Salesforce AppExchange and search for "Thynk Hospitality"
- Click Get It Now and select your Salesforce environment (Production or Sandbox)
- Log in to Salesforce and approve the package installation
- Choose installation option: Install for Admins Only (recommended for initial setup)
- Review package components: custom objects (Group Booking, RFP, Meeting Space), custom fields, page layouts, workflows
- Click Install and wait for installation to complete (typically 5-10 minutes)
- Grant access to the Thynk package for relevant user profiles after installation
Step 3: Configure licences and users
Thynk runs in the Salesforce org. It can be deployed into a new org or an existing one. Licence configuration is part of onboarding.
- Assign Salesforce licences to the users who will work group sales, events and reporting
- Confirm those profiles can see the hospitality objects installed with the package
- Keep user access and sharing rules on the org's existing security model
Step 4: Use the org's existing records
There is one set of accounts, contacts and opportunities. Hospitality work sits on those records.
- Accounts, contacts and opportunities remain the records the rest of the org already uses
- Group bookings, RFPs and meeting spaces are hospitality objects in that data model
- When moving from a standalone CRM, onboarding maps accounts, contacts and opportunities into this model
Step 5: Enable Agentforce
Because Thynk is Salesforce-native, Agentforce agents and the Einstein Trust Layer run on the same records.
- Confirm the Einstein Trust Layer is enabled for the org before agents draft proposals or parse RFPs
- Agents use the same accounts, opportunities and pipeline the commercial team already works in
What you get on Salesforce
- One set of records: Accounts, contacts and opportunities are shared with the rest of the org
- Governed AI: Agentforce and the Einstein Trust Layer run on those same records
- Hospitality objects: Group bookings, RFPs and meeting spaces live in the org, not in a second database
- Salesforce Ecosystem: Access thousands of AppExchange apps and integrations
- Enterprise-Grade Security: Leverage Salesforce's security infrastructure and compliance
Frequently asked questions
Is Thynk built on Salesforce?
Yes. Thynk is a Salesforce-native commercial platform installed from the AppExchange. It runs in the Salesforce org rather than connecting to Salesforce as an external system.
Do I need an existing Salesforce org to use Thynk?
Thynk runs on Salesforce and can be deployed into a new or existing org, with license configuration handled during onboarding.
Does Thynk work with Agentforce and Einstein?
Yes. Because it is Salesforce-native, Thynk uses Agentforce agents and the Einstein Trust Layer for governed AI on your hospitality data.
Can I migrate from a standalone CRM to Thynk?
Yes. Onboarding includes mapping and migrating accounts, contacts, and opportunities from a standalone CRM into the Salesforce-based Thynk data model.
Ready to run Thynk on Salesforce?
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