From Bright Pattern Documentation
Jump to: navigation, search
• 5.2 • 5.3 • 5.8

Installing a Managed Package

To get started on configuring Salesforce integration, you must install a managed package. Installation can be performed by developers in either a sandbox or production environment with proper permissions.

Before you begin installing anything, make sure you have registered and created a Salesforce developer account. You can do that at salesforce.com.


How to Install the Managed App

  1. Go to the Salesforce AppExchange and get the BrightPattern Contact Center Integration app.

    Salesforce App Exchange


  2. At the bottom of the page, click Get It Now.

  3. In the dialog that pops up, log in with your Salesforce credentials for your Salesforce developer account. (If you do not already have a developer account, now is the time to create and register one.)

    You will be prompted to log in to your Salesforce developer account


  4. Select either Install in Production or Install in Sandbox. Then in the Confirm Installation Details dialog, agree to the terms and click Confirm and Install.
    Choose where to install it




< Previous | Next >
< Previous | Next >