Difference between revisions of "Salesforce:Installation"

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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.
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]]

Revision as of 18:05, 12 April 2019

← 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

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