Getting Started

Complete onboarding guide for enterprise deployment

Quick Start: Your First 24 Hours

Account Setup

Configure SSO, add team members, and set permissions

Connect Data Sources

Integrate your CRM, marketing automation, and analytics platforms

Launch First Workflow

Deploy AI-powered lead recovery automation

Enterprise Account Configuration

Single Sign-On (SSO) Setup

Configure SAML 2.0 or OAuth 2.0 authentication with your identity provider:

1
Navigate to Settings → Security → SSO Configuration
Access your enterprise SSO dashboard
2
Select Identity Provider
Okta, Azure AD, Google Workspace, OneLogin, or custom SAML
3
Configure Metadata Exchange
Upload IdP metadata XML and download SP metadata for your IdP
4
Test & Enable
Validate authentication flow in test mode before production rollout

Enterprise Note: JIT (Just-In-Time) provisioning automatically creates user accounts on first SSO login. Configure default roles under User Provisioning settings.

Team Structure & Permissions

Lane Command supports hierarchical team structures with granular role-based access control (RBAC):

Role	Permissions	Use Case
Super Admin	Full platform access, billing, security settings	CTO, IT Security Lead
Admin	Manage workflows, team members, integrations	RevOps Director, Sales Ops Manager
Manager	Create/edit workflows, view all data	Sales Manager, Marketing Manager
Analyst	Read-only access, export reports	Data Analyst, BI Team
Developer	API access, webhook configuration	Engineering Team, Integration Partners

CRM Integration (Salesforce Example)

Connect your CRM for bi-directional data synchronization:

Step 1: Install Managed Package

Navigate to Settings → Integrations → Salesforce → Install Package

Package URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t...

Step 2: Authorize OAuth Connection

Grant Lane Command read/write permissions for Leads, Contacts, Opportunities, and Tasks

Step 3: Configure Field Mapping

Map custom fields between your CRM and Lane Command. Standard fields auto-map.

Step 4: Set Sync Rules

Define which records sync: All leads, specific record types, or filtered views

Expected Sync Time: Initial sync completes in 15–45 minutes for up to 500K records. Real-time updates process within 30 seconds.