Legacy:Salesforce:Installation

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← Legacy:Clean Suite for CRM:Salesforce

Legacy Salesforce Navigation
Introduction
Getting Started
Installation
Setup
Credits
Components
Express Entry Component
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Batch Processing
Custom Batch Processing
Legacy Result Codes
Salesforce Result Codes



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.


1. Click the Continue Button

Begin Package Installation


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.


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

Approve Third-Party Access


Approve Package API Access

For Clean Suite to function, it needs access to selected objects in the API.


3.Click Next to approve access and continue.

Approve Package API Access


Choose Security Level

You may choose the sercurity level for who will have access to Clean Suite for Salesforce here.


4. Select a Security level and click Next.

Choose Security Level


Install the Package

5. Select Install to install the Clean Suite for Salesforce package.

Install the Package


Wait for Installation

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

Wait for Installation