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emfluence Installation
Iolite will perform all of the initial installation into your Salseforce org.
Advanced Install Guide
Before the installation can begin you should complete the following steps to prepare:
# | 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 | |
2 | Users should be set up in emfluence | Your emfluence contact will need User names and email addreses to set up the users. | |
3 | At least one Group should exist in emfluence | This should be the “All” Group that contains all Contacts | |
4 | Determine which type Salesforce org you will log in to | Log in to your Production or Sandbox Salesforce org with the latest version of the emfluence package install link |