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• 5.19 • 5.3 • 5.8

Installing a Managed Package in Salesforce Classic

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

Before you begin installing anything, make sure you have registered and created a Salesforce developer account.

How to Install the Managed App

  1. Go to the Salesforce AppExchange and download the BrightPattern Contact Center Integration app. Please follow the instructions given in section Install a Managed Package in Salesforce Lightning.

  2. When prompted, log in with either your AppExchange account or your Salesforce credentials for your developer account. (If you do not already have a developer account, now is the time to create and register one.)

  3. Choose where you will install the managed app (i.e., in your organization or sandbox).

  4. Agree to the terms, confirm, and install.

  5. You should receive an email from Salesforce Support confirming successful installation.

  6. When you are done, switch back to Classic view.
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