From Bright Pattern Documentation
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| − | + | = 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. | 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. | ||
| − | == 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 /> | # 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 /> | ## To do so, make sure you are in Lightning view, and click the '''AppLauncher''' [[File:SFDC-App-Launcher-Icon.PNG|26px]] icon.<br /><br /> | ||
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# Agree to the terms, confirm, and install.<br /><br /> | # Agree to the terms, confirm, and install.<br /><br /> | ||
# 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 /> | ||
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Latest revision as of 04:14, 29 May 2024
• 日本語
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.
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.
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