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Perspectium Support can provide you with either an Unmanaged Package or Managed Package for Salesforce. The Unmanaged Package allows for customization of the package code, while the Managed Package disallows code customizations. 

Procedure

To install your Perspectium Package for Salesforce, follow these steps:

UI Steps
UI Step

Request a link for either the Unmanaged Package or Managed Package for Salesforce by contacting Perspectium Support.

UI Step

If installing your Package to a sandbox (testing) instance, first log out of your Salesforce production organization. Then, replace login in the provided link with test before navigating to the URL. Otherwise, if installing your Package to a non-sandbox instance, simply click the provided link.

UI Step

Log into Salesforce and then choose to install the Package for admins only, all users, or specific profiles. If choosing to install the Package for specific profiles, choose the profiles you want to grant access for by selecting Full Access from the appropriate dropdowns. Finally, click the Install button.

UI Step

Once the installer is finished running, click Done on the Installation Complete! page to finish installation of the Package.


Next steps

Configure Salesforce remote site settings



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Contact Perspectium Support

US: 1 888 620 8880

UK: 44 208 068 5953

support@perspectium.com