Salesforce:Installation

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If everything went well, you should now see the familiar Salesforce Login dialogue. Fill in the Username and Password field according to the destination you chose earlier.
 
If everything went well, you should now see the familiar Salesforce Login dialogue. Fill in the Username and Password field according to the destination you chose earlier.
  
*Note: If you are installing onto a sandbox that is related to the username in the previous step, you must append the name of the sandbox to the end of your username. For instance, if my sandbox is named <code>MelissaTest<code> then my username would be <code>melissadata(partner main)@isvedition.org.MelissaTest</code>.
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*Note: If you are installing onto a sandbox that is related to the username in the previous step, you must append the name of the sandbox to the end of your username. For instance, if my sandbox is named <code>MelissaTest</code> then my username would be <code>melissadata(partner main)@isvedition.org.MelissaTest</code>.
  
 
[[File:Salesforce_Install_04_Login.png|frame|none|Login to Destination Account]]
 
[[File:Salesforce_Install_04_Login.png|frame|none|Login to Destination Account]]

Latest revision as of 15:58, 4 December 2019

← Clean Suite for CRM:Salesforce

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Introduction
Getting Started
Installation
Setup
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[edit] Package Installation

In order to install Clean Suite for Salesforce, you must first visit our page on the Appexchange here and then click Get It Now.

Package Installation


[edit] Choosing Installation Destination

Wait for the Where do you want to install this package window to appear. Once you have decided where you want to install Clean Suite for Salesforce, click the button that best relates to your decision. In this instance, we are choosing Install in a Sandbox.

Installation Destination


[edit] Confirm Installation Details

Next you will be greeted by the Confirm Install Details window. Please confirm all details are correct, and confirm that you agree with the terms and conditions by checking the box as shown in the screenshot below. Click Confirm and Install when you are ready to continue.

Confirm Installation


[edit] Log In to Destination Account

If everything went well, you should now see the familiar Salesforce Login dialogue. Fill in the Username and Password field according to the destination you chose earlier.

  • Note: If you are installing onto a sandbox that is related to the username in the previous step, you must append the name of the sandbox to the end of your username. For instance, if my sandbox is named MelissaTest then my username would be melissadata(partner main)@isvedition.org.MelissaTest.
Login to Destination Account


[edit] Select Component Access

Next please select the Users who will have access to Clean Suite for Salesforce and click Install. For this example, we are choosing the default option Install for All Users. This can be changed at a later time.

Select Component Access


[edit] Approve Third-Party Access

Because our Component makes use of webservices outside of Salesforce’s network, we must grant the instance permission to make calls. Click Yes, grant access to these third-party web sites and click Continue.

Approve Third-Party Access


[edit] Wait for Installation to Complete

Congratulations, we are almost done! Wait for the installation process to complete. Depending on the size of your Salesforce Organization, this may take anywhere from a few minutes to over an hour. Please be patient, Salesforce will email you when this step is complete.

Wait for Installation to Complete


Once you receive an email from Salesforce telling you that your installation is complete, you can move on to the next step.

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