# ShiftUp

> Documentation for ShiftUp, a Salesforce managed package for AI-powered sales intelligence.

## Docs

- [Activate or Archive a Strategy](https://docs.shiftupai.com/how-to/activate-or-archive-strategy.md)
- [Add An Account to ShiftUp](https://docs.shiftupai.com/how-to/add-an-account.md)
- [Convert a stakeholder to a lead or contact](https://docs.shiftupai.com/how-to/convert-a-stakeholder.md)
- [Generate Email Or Call Script](https://docs.shiftupai.com/how-to/generate-email-or-call.md)
- [Use Emails Calls in a Cadence](https://docs.shiftupai.com/how-to/use-emails-calls-in-cadence.md)
- [Use Shiftup Meetings](https://docs.shiftupai.com/how-to/use-shiftup-meetings.md)
- [ShiftUp Documentation](https://docs.shiftupai.com/index.md): ShiftUp is a sales intelligence managed package for Salesforce. It uses AI agents to automate account research, generating outputs such as account plans, opportunity strategies, and stakeholder insights.
- [Account Management](https://docs.shiftupai.com/onboarding/account-management.md)
- [Account Plan](https://docs.shiftupai.com/onboarding/account-plan.md)
- [Deal Progression](https://docs.shiftupai.com/onboarding/deal-progression.md)
- [Meetings (Beta)](https://docs.shiftupai.com/onboarding/meetings.md)
- [Sales Strategy](https://docs.shiftupai.com/onboarding/sales-strategy.md)
- [Seller Onboarding](https://docs.shiftupai.com/onboarding/seller-onboarding.md)
- [Seller Profile](https://docs.shiftupai.com/onboarding/seller-profile.md)
- [Strategy Activation](https://docs.shiftupai.com/onboarding/strategy-activation.md)
- [Architecture](https://docs.shiftupai.com/product/architecture.md): High-level architecture for ShiftUp in Salesforce.
- [Chat (Preview)](https://docs.shiftupai.com/product/chat-preview.md)
- [Cross-sell strategies](https://docs.shiftupai.com/product/cross-sell-strategies.md): Understand how ShiftUp identifies and generates cross-sell strategies to expand revenue within existing accounts.
- [Product Overview](https://docs.shiftupai.com/product/overview.md): What ShiftUp is, what it does, and how it helps revenue teams sell smarter inside Salesforce.
- [Release notes](https://docs.shiftupai.com/product/release-notes.md): Monthly product updates and new features in ShiftUp.
- [AI Model Policy](https://docs.shiftupai.com/security/ai-model-policy.md): Model usage, training boundaries, and external source handling.
- [Data Handling and Storage](https://docs.shiftupai.com/security/data-handling.md): Data location, runtime processing, and storage boundaries.
- [Integration Access and Permissions](https://docs.shiftupai.com/security/integration-access.md): How ShiftUp authenticates and what access controls apply.
- [Security Overview](https://docs.shiftupai.com/security/overview.md): High-level security posture for ShiftUp in Salesforce environments.
- [Advanced Setup](https://docs.shiftupai.com/setup/advanced-setup.md): Branding, Operational controls, background jobs, and license checks.
- [Context Providers](https://docs.shiftupai.com/setup/context-providers.md)
- [Customize Standard Object Layouts](https://docs.shiftupai.com/setup/customize-standard-layouts.md)
- [Disabling ShiftUp](https://docs.shiftupai.com/setup/disabling-shift-up.md)
- [Enable chat for existing customers](https://docs.shiftupai.com/setup/enable-chat.md): Add trusted URLs to your Salesforce org so ShiftUp Chat can connect to AI services. This step is only required for existing customers — new installations include these URLs automatically.
- [Package Installation](https://docs.shiftupai.com/setup/installation.md): Install the ShiftUp managed package in Salesforce.
- [ShiftUp Integration Setup](https://docs.shiftupai.com/setup/post-installation.md): One-time setup actions required after package installation. ShiftUp provides a streamlined setup experience that will guide you through the following steps:
- [Prerequisites](https://docs.shiftupai.com/setup/prerequisites.md): Required settings and access checks before installing ShiftUp.
- [Reports and Dashboards](https://docs.shiftupai.com/setup/reports-and-dashboards.md)
- [Seller Profile Setup](https://docs.shiftupai.com/setup/seller-setup.md)
- [ShiftUp User Setup](https://docs.shiftupai.com/setup/shift-up-users-setup.md)
- [Uninstalling ShiftUp](https://docs.shiftupai.com/setup/uninstalling-shift-up.md)

## OpenAPI Specs

- [openapi](https://docs.shiftupai.com/api-reference/openapi.json)