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emfluence_installation_guide [2017/08/31 12:03] procore |
emfluence_installation_guide [2017/09/01 05:55] (current) procore |
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| === emfluence Installation === | === emfluence Installation === | ||
| - | Iolite will perform all of the initial installation into your Salseforce org. | + | Iolite will perform all of the initial installation into Salseforce. |
| - | == Advanced Install Guide == | + | Before the installation can begin you should complete the first 3 in Emfluence steps to prepare: |
| - | + | ||
| - | Before the installation can begin you should complete the following steps to prepare: | + | |
| ^ **#** ^ **Step** ^ **Action** ^ **Image** ^ | ^ **#** ^ **Step** ^ **Action** ^ **Image** ^ | ||
| - | | 1 | Obtain a set of emfluence credentials |A Client Id and Client Secret will be issued to you once you have an account with emfluence|{{:complete.jpeg?50|}} | | + | | 1 | Obtain emfluence credentials |A Client Id and Client Secret will be issued to you once you have an account with emfluence|{{:complete.jpeg?50|}} | |
| - | | 2 | Users should be set up in emfluence|Your emfluence contact will need User names and an email address to set up the user|{{:complete.jpeg?50|}}| | + | | 2 | Users set up in emfluence|Your emfluence contact will need User names and an email address to set up the user|{{:complete.jpeg?50|}}| |
| | 3 | At least one Group should exist in emfluence | This should be the "All" Group that contains all Contacts |{{:complete.jpeg?50|}}| | | 3 | At least one Group should exist in emfluence | This should be the "All" Group that contains all Contacts |{{:complete.jpeg?50|}}| | ||
| - | | 4 |Install the app| Log in to your Production or Sandbox Salesforce org with the latest version of the emfluence package install link || | + | | 4 |Install the app| Log in to your Production or Sandbox Salesforce org with the latest version of the emfluence package install link |{{:login.png?200|}}| |
| + | | 5 |Select User base|You may select to install for Admin Only, All Users, or for selected Profiles. - Click Install|{{:install.png?200|}}| | ||
| + | | 6 |Approve Third-Party Access| Click "Yes" and then click "Continue" |{{:tpa.jpg?200|}}| | ||
| + | | 7 |Complete Package Install|You will get a completion confirmation, or be instructed to expect an email then the install is complete|{{:install_complete.jpg?200|}}| | ||
