From Bright Pattern Documentation
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| − | + | = 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. | 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. | ||
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Before you begin installing anything, make sure you have registered and created a Salesforce developer account. | Before you begin installing anything, make sure you have registered and created a Salesforce developer account. | ||
| − | == How to Install the Managed App == | + | == How to Install the Managed App == |
# Go to the Salesforce AppExchange and download the BrightPattern Contact Center Integration app. Please follow the instructions given in section [[Sfdc-integration-guide/Lightning/InstallingaManagedPackage | Install a Managed Package in Salesforce Lightning]].<br /><br /> | # Go to the Salesforce AppExchange and download the BrightPattern Contact Center Integration app. Please follow the instructions given in section [[Sfdc-integration-guide/Lightning/InstallingaManagedPackage | Install a Managed Package in Salesforce Lightning]].<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 /> | ||
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# You should receive an email from Salesforce Support confirming successful installation.<br /><br /> | # You should receive an email from Salesforce Support confirming successful installation.<br /><br /> | ||
# When you are done, switch back to Classic view. | # When you are done, switch back to Classic view. | ||
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Latest revision as of 04:10, 29 May 2024
• 日本語
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
- 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.
- 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.
- When you are done, switch back to Classic view.
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