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==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.
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|alt=Salesforce Install 01 - Package Installation - Melissa Wiki|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|alt=Salesforce Install 02 - Installation Destination - Melissa Wiki|Installation Destination]]


===Approve Third-Party Access===
Listware for Salesforce needs access to certain web sites. This page asks for your permission to allow Listware 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|alt=Salesforce Install 03 - Confirm Installation - Melissa Wiki|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 Listware to function, it needs access to selected objects in the API.


[[File:Salesforce_Install_04_Login.png|frame|none|alt=Salesforce Install 04 - Login - Melissa Wiki|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|alt=Salesforce Install 05 - Component Access - Melissa Wiki|Select Component Access]]


===Choose Security Level===
You may choose the sercurity level for who will have access to Listware 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|alt=Salesforce Install 06 - Approve 3rd Party Access - Melissa Wiki|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|alt=Salesforce Install 07 - Installation Complete - Melissa Wiki|Wait for Installation to Complete]]
5. Select '''Install''' to install the Listware 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]]

Latest revision as of 01:20, 13 March 2021

← Clean Suite for CRM:Salesforce

Salesforce Navigation
Introduction
Getting Started
Installation
Getting Started with Lightning Components
Credits
Lightning Components
Lightning Quick Actions
Lightning Lookups
Lightning Global Express Entry
Clean Suite Advanced Mappings
Clean Suite Batch Processing
Result Code Status Indicator
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Custom Code
APEX Triggers
Custom Clean Suite Batch Processing
Express Entry Lightning Action Override
Result Codes
Salesforce Result Codes



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.

Salesforce Install 01 - Package Installation - Melissa Wiki
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.

Salesforce Install 02 - Installation Destination - Melissa Wiki
Installation Destination


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.

Salesforce Install 03 - Confirm Installation - Melissa Wiki
Confirm Installation


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.
Salesforce Install 04 - Login - Melissa Wiki
Login to Destination Account


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.

Salesforce Install 05 - Component Access - Melissa Wiki
Select Component Access


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.

Salesforce Install 06 - Approve 3rd Party Access - Melissa Wiki
Approve Third-Party Access


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.

Salesforce Install 07 - Installation Complete - Melissa Wiki
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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