emfluence Installation

Iolite will perform all of the initial installation into Salseforce.

Before the installation can begin you should complete the first 3 in Emfluence steps to prepare:

# Step Action Image
1 Obtain emfluence credentials A Client Id and Client Secret will be issued to you once you have an account with emfluence
2 Users set up in emfluenceYour emfluence contact will need User names and an email address to set up the user
3 At least one Group should exist in emfluence This should be the “All” Group that contains all Contacts
4 Install the app Log in to your Production or Sandbox Salesforce org with the latest version of the emfluence package install link
5 Select User baseYou may select to install for Admin Only, All Users, or for selected Profiles. - Click Install
6 Approve Third-Party Access Click “Yes” and then click “Continue”
7 Complete Package InstallYou will get a completion confirmation, or be instructed to expect an email then the install is complete