From Bright Pattern Documentation
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| − | <translate>= Installing a Managed Package=
| + | #REDIRECT [[5.3:Sfdc-integration-guide/Prerequisites]] |
| − | 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.
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| − | Before you begin installing anything, make sure you have registered and created a Salesforce developer account. You can do that at salesforce.com.
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| − | == How to Install the Managed App ==
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| − | # Go to the [https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5D1pEAF Salesforce AppExchange] and get the [https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5D1pEAF BrightPattern Contact Center Integration app].<br /><br />[[File:SFDC-App-Exchange-50.PNG|800px|thumbnail|center|Salesforce App Exchange]]<br /><br />
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| − | # At the bottom of the page, click '''Get It Now'''.<br /><br /> | |
| − | # 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 [http://www.salesforce.com create and register] one.)<br /><br />[[File:SFDC-AppExchange-Login-50.PNG|450px|thumbnail|center|You will be prompted to log in to your Salesforce developer account]]<br /><br />
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| − | # 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'''.[[File:SFDC-AppExchange-Install-50.PNG|450px|thumbnail|center|Choose where to install it]]
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| − | <center>[[sfdc-integration-guide/Prerequisites|< Previous]] | [[sfdc-integration-guide/ConfiguringCallCenterParameters|Next >]]</center>
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| − | </translate>
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Revision as of 18:15, 5 August 2019
