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  • Find and click Sites. If you have not previously set up a site, accept the terms of use and click Register My Salesforce Site Domain.

  • Click New to create a new site.

  • If the site will only be for Send2CRM use, we recommend the following settings:

    • Site Label: Send2CRM

    • Site Name: Send2CRM

    • Active Site Home Page: Unauthorized

    • Inactive Site Home Page: None

    • Site Template: None

  • Click Save.

  • Click the Activate button to make sure the Site is Active

  • If the site will not be used for other purposes we recommend you Edit the Site Visualforce Pages and remove all except Unauthorized. After the site has been created, access this setting from the Site Label link on the Sites page.

  • Click Public Access Settings, and find the Enabled Apex Class Access section. Click Edit and add access to send2crm.PublicApiService. After the site has been created, access this setting from the Site Label link on the Sites page.

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