Salesforce:Installation - Revision history

Admin at 01:20, 13 March 2021

2021-03-13T01:20:14Z

Admin at 23:58, 4 December 2019

2019-12-04T23:58:33Z

← Older revision		Revision as of 23:58, 4 December 2019
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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>.		*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]]

Admin at 22:17, 27 November 2019

2019-11-27T22:17:27Z

← Older revision		Revision as of 22:17, 27 November 2019
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	{{CustomTOC}}		{{CustomTOC}}
	==Package Installation==		==Package Installation==
	~~Once you choose~~ to install Clean Suite for Salesforce, you ~~will be directed to~~ the ~~Package Installation Details page~~. ~~This page displays the package name, publisher,~~ and ~~description~~.		In order to install Clean Suite for Salesforce, you must first visit our page on the Appexchange [https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000pvskEAA here] and then click '''Get It Now'''.

			[[File:Salesforce_Install_01_PackageInstallation.png\|frame\|none\|Package Installation]]

	~~1. Click the '''Continue''' Button~~

	~~[[File:ListwareSalesforce_GS_01_PackageInstallation~~.~~png\|frame\|none\|Begin Package Installation]]~~		==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'''.

			[[File:Salesforce_Install_02_InstallationDestination.png\|frame\|none\|Installation Destination]]

	~~===Approve Third-Party Access===~~
	~~Clean Suite for Salesforce needs access to certain web sites. This page asks for your permission to allow Clean Suite access.~~

			==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.

	~~2. Be sure to check "Yes, grant access to these third-party web sites" and click '''Continue'''~~.		[[File:Salesforce_Install_03_ConfirmInstallation.png\|frame\|none\|Confirm Installation]]

	~~[[File:ListwareSalesforce_GS_02_ApproveAccess.png\|frame\|none\|Approve Third-Party Access]]~~

			==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.

	~~===Approve Package API Access===~~		*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>.
	~~For Clean Suite~~ to ~~function~~, ~~it needs access~~ to ~~selected objects in~~ the ~~API~~.

			[[File:Salesforce_Install_04_Login.png\|frame\|none\|Login to Destination Account]]

	~~3.Click '''Next''' to approve access and continue.~~

	~~[[File:ListwareSalesforce_GS_03_Permissions~~.~~png\|frame\|none\|Approve Package API Access]]~~		==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.

			[[File:Salesforce_Install_05_ComponentAccess.png\|frame\|none\|Select Component Access]]

	~~===Choose Security Level===~~
	~~You may choose the sercurity level for who will have access to Clean Suite for Salesforce here.~~

			==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'''.

	~~4. Select a Security level and click '''Next'''~~.		[[File:Salesforce_Install_06_Approve3rdPartyAccess.png\|frame\|none\|Approve Third-Party Access]]

	~~[[File:ListwareSalesforce_GS_04_Security.png\|frame\|none\|Choose Security Level]]~~

			==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.

	~~===Install the Package===~~		[[File:Salesforce_Install_07_InstallationComplete.png\|frame\|none\|Wait for Installation to Complete]]
	5. ~~Select '''Install'''~~ to ~~install the Clean Suite for Salesforce package.~~

	~~[[File:ListwareSalesforce_GS_05_Install.PNG\|frame\|none\|Install the Package]]~~

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

	~~===Wait for Installation===~~		*[[Salesforce:Setup\|Setup]]
	~~Depending on Salesforce, the installation process may take awhile. Salesforce will email you once installation is complete.~~

	[[~~File~~:~~ListwareSalesforce_GS_06_Processing.png\|frame\|none~~\|~~Wait for Installation~~]]


	[[Category:Clean Suite for CRM:Salesforce]]		[[Category:Clean Suite for CRM:Salesforce]]

Admin at 18:05, 12 April 2019

2019-04-12T18:05:05Z

← Older revision		Revision as of 18:05, 12 April 2019
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	{{CustomTOC}}		{{CustomTOC}}
	==Package Installation==		==Package Installation==
	Once you choose to install ~~Listware~~ for Salesforce, you will be directed to the Package Installation Details page. This page displays the package name, publisher, and description.		Once you choose to install Clean Suite for Salesforce, you will be directed to the Package Installation Details page. This page displays the package name, publisher, and description.


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	===Approve Third-Party Access===		===Approve Third-Party Access===
	~~Listware~~ for Salesforce needs access to certain web sites. This page asks for your permission to allow ~~Listware~~ access.		Clean Suite for Salesforce needs access to certain web sites. This page asks for your permission to allow Clean Suite access.


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	===Approve Package API Access===		===Approve Package API Access===
	For ~~Listware~~ to function, it needs access to selected objects in the API.		For Clean Suite to function, it needs access to selected objects in the API.


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	===Choose Security Level===		===Choose Security Level===
	You may choose the sercurity level for who will have access to ~~Listware~~ for Salesforce here.		You may choose the sercurity level for who will have access to Clean Suite for Salesforce here.


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	===Install the Package===		===Install the Package===
	5. Select '''Install''' to install the ~~Listware~~ for Salesforce package.		5. Select '''Install''' to install the Clean Suite for Salesforce package.

	[[File:ListwareSalesforce_GS_05_Install.PNG\|frame\|none\|Install the Package]]		[[File:ListwareSalesforce_GS_05_Install.PNG\|frame\|none\|Install the Package]]

Admin: Admin moved page Listware for Salesforce:Installation to Salesforce:Installation

2018-09-28T18:06:54Z

Admin moved page Listware for Salesforce:Installation to Salesforce:Installation

← Older revision	Revision as of 18:06, 28 September 2018
(No difference)

Admin at 15:10, 27 September 2018

2018-09-27T15:10:27Z

← Older revision		Revision as of 15:10, 27 September 2018
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	[[Category:~~Listware~~ for Salesforce]]		[[Category:Clean Suite for CRM:Salesforce]]

Admin at 21:26, 13 March 2015

2015-03-13T21:26:36Z

← Older revision		Revision as of 21:26, 13 March 2015
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	====Wait for Installation====		===Wait for Installation===
	Depending on Salesforce, the installation process may take awhile. Salesforce will email you once installation is complete.		Depending on Salesforce, the installation process may take awhile. Salesforce will email you once installation is complete.

Admin: Created page with "{{ListwareForSalesforceNav |IntroductionCollapse= }} {{CustomTOC}} ==Package Installation== Once you choose to install Listware for Salesforce, you will be directed to the Pa..."

2015-03-11T23:11:57Z

Created page with "{{ListwareForSalesforceNav |IntroductionCollapse= }} {{CustomTOC}} ==Package Installation== Once you choose to install Listware for Salesforce, you will be directed to the Pa..."

New page

{{ListwareForSalesforceNav
|IntroductionCollapse=
}}

{{CustomTOC}}
==Package Installation==
Once you choose to install Listware for Salesforce, you will be directed to the Package Installation Details page. This page displays the package name, publisher, and description.

1. Click the '''Continue''' Button

[[File:ListwareSalesforce_GS_01_PackageInstallation.png|frame|none|Begin Package Installation]]

===Approve Third-Party Access===
Listware for Salesforce needs access to certain web sites. This page asks for your permission to allow Listware access.

2. Be sure to check "Yes, grant access to these third-party web sites" and click '''Continue'''.

[[File:ListwareSalesforce_GS_02_ApproveAccess.png|frame|none|Approve Third-Party Access]]

===Approve Package API Access===
For Listware to function, it needs access to selected objects in the API.

3.Click '''Next''' to approve access and continue.

[[File:ListwareSalesforce_GS_03_Permissions.png|frame|none|Approve Package API Access]]

===Choose Security Level===
You may choose the sercurity level for who will have access to Listware for Salesforce here.

4. Select a Security level and click '''Next'''.

[[File:ListwareSalesforce_GS_04_Security.png|frame|none|Choose Security Level]]

===Install the Package===
5. Select '''Install''' to install the Listware for Salesforce package.

[[File:ListwareSalesforce_GS_05_Install.PNG|frame|none|Install the Package]]

====Wait for Installation====
Depending on Salesforce, the installation process may take awhile. Salesforce will email you once installation is complete.

[[File:ListwareSalesforce_GS_06_Processing.png|frame|none|Wait for Installation]]

[[Category:Listware for Salesforce]]

← Older revision		Revision as of 01:20, 13 March 2021
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	In order to install Clean Suite for Salesforce, you must first visit our page on the Appexchange [https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000pvskEAA here] and then click '''Get It Now'''.		In order to install Clean Suite for Salesforce, you must first visit our page on the Appexchange [https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000pvskEAA here] and then click '''Get It Now'''.

	[[File:Salesforce_Install_01_PackageInstallation.png\|frame\|none\|Package Installation]]		[[File:Salesforce_Install_01_PackageInstallation.png\|frame\|none\|alt=Salesforce Install 01 - Package Installation - Melissa Wiki\|Package Installation]]


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	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'''.		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'''.

	[[File:Salesforce_Install_02_InstallationDestination.png\|frame\|none\|Installation Destination]]		[[File:Salesforce_Install_02_InstallationDestination.png\|frame\|none\|alt=Salesforce Install 02 - Installation Destination - Melissa Wiki\|Installation Destination]]


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	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.		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.

	[[File:Salesforce_Install_03_ConfirmInstallation.png\|frame\|none\|Confirm Installation]]		[[File:Salesforce_Install_03_ConfirmInstallation.png\|frame\|none\|alt=Salesforce Install 03 - Confirm Installation - Melissa Wiki\|Confirm Installation]]


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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>.		*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\|alt=Salesforce Install 04 - Login - Melissa Wiki\|Login to Destination Account]]


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	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.		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.

	[[File:Salesforce_Install_05_ComponentAccess.png\|frame\|none\|Select Component Access]]		[[File:Salesforce_Install_05_ComponentAccess.png\|frame\|none\|alt=Salesforce Install 05 - Component Access - Melissa Wiki\|Select Component Access]]


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	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'''.		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'''.

	[[File:Salesforce_Install_06_Approve3rdPartyAccess.png\|frame\|none\|Approve Third-Party Access]]		[[File:Salesforce_Install_06_Approve3rdPartyAccess.png\|frame\|none\|alt=Salesforce Install 06 - Approve 3rd Party Access - Melissa Wiki\|Approve Third-Party Access]]


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	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.		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.

	[[File:Salesforce_Install_07_InstallationComplete.png\|frame\|none\|Wait for Installation to Complete]]		[[File:Salesforce_Install_07_InstallationComplete.png\|frame\|none\|alt=Salesforce Install 07 - Installation Complete - Melissa Wiki\|Wait for Installation to Complete]]