Installing the Package

  • Click the link provided from your welcome email. If installing from a Sandbox, you’ll need to replace “login.salesforce.com” with “test.salesforce.com”.

NOTE:

  • We recommend setting the permissions by selecting “Install for Admins Only” on install.
  • The package includes permission sets for Admins and End Users that can be assigned after installation and setup is complete.
    • The Admin permission set allows access to the Setup Tab and other functionality not intended for End Users.