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Installation guide

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Pierre-Marie Dartus edited this page May 26, 2014 · 9 revisions

Step 1 : Install the managed package

Open your browser and go to the provided salesFetch installation URL. Review the package detail and click on Continue. Install Package

Grant the access to https://salesfetch.herokuapp.com with the checkbox and click on Continue Grant Access to third-party app

Approve the package API access and click on Next. Access API

If your Salesforce Edition is Enterprise or Unlimited, you will see an option to select a security level. We recommend Grant access to all users. Grant to all users

Click Install to begin the installation. Congratulation you have now installed salesFetch in you Salesforce organization. Let customize your Salesforce Pages Layout to attach the context on your Salesforce objects.

Step 2 : Add a Context section on Salesforce Page Layouts

Add a custom footer
Add a custom sidebar

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