From Bright Pattern Documentation
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== How to Install the Managed App == | == How to Install the Managed App == | ||
| − | # | + | # From within Lightning view, go to the Salesforce AppExchange and download the BrightPattern Contact Center Integration app.<br /><br /> |
| + | ## To do so, make sure you are in Lightning view, and click the '''AppLauncher''' [[File:SFDC-App-Launcher-Icon.PNG|26px]] icon.<br /><br /> | ||
| + | ## From the App Launcher menu, click '''View All'''.<br /><br /> | ||
| + | ## In the App Launcher dialog that pops open, click '''Visit AppExchange'''.<br /><br /> | ||
| + | ## In the '''Search AppExchange''' bar, type "Bright Pattern" to search for the BrightPattern Contact Center Integration app.<br /><br /> | ||
| + | ## From the search results, click '''BrightPattern Contact Center Integration'''.<br /><br /> | ||
| + | ## Click '''Get It Now''' to download the app.<br /><br /> | ||
# 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 [https://developer.salesforce.com/signup create and register] one.)<br /><br /> | # 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 [https://developer.salesforce.com/signup create and register] one.)<br /><br /> | ||
# Choose where you will install the managed app (i.e., in your organization or sandbox).<br /><br /> | # Choose where you will install the managed app (i.e., in your organization or sandbox).<br /><br /> | ||
Revision as of 18:55, 11 March 2020
• 日本語
<translate>= Install a Managed Package in Salesforce Lightning= 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. You can do that at salesforce.com.
How to Install the Managed App
- From within Lightning view, go to the Salesforce AppExchange and download the BrightPattern Contact Center Integration app.
- To do so, make sure you are in Lightning view, and click the AppLauncher
icon. - From the App Launcher menu, click View All.
- In the App Launcher dialog that pops open, click Visit AppExchange.
- In the Search AppExchange bar, type "Bright Pattern" to search for the BrightPattern Contact Center Integration app.
- From the search results, click BrightPattern Contact Center Integration.
- Click Get It Now to download the app.
- To do so, make sure you are in Lightning view, and click the AppLauncher
- 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.)
- Choose where you will install the managed app (i.e., in your organization or sandbox).
- Agree to the terms, confirm, and install.
- You should receive an email from Salesforce Support confirming successful installation.
</translate>