opportunity manager installation guide - a salesforce app you can't miss

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OPPORTUNITY MANAGER A BRAND NEW SALESFORCE APP THAT YOU CANNOT MISS APP INSTALLATION GUIDE ®2014. Algoworks Technologies PVT LTD. Strictly Confidential INSTALLATION GUIDE VERSION 1.3

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Steps to Install -Connect to internet -Open a browser of your choice on your machine -Browse to “www.salesforce.com” -Click on the LOGIN button mentioned on top-right -Enter your username and -password to login -You will land on your home-page. -Next, you shall proceed to install the package -You will see the package installation details -Click on Continue button -Click on the Next button -Now you will see the security level, set default to admin only -You can change the security level to all users or custom -Click on the Next button -Click on Install button -From SALES on the top right corner, select the Opportunity Manager app. -Click on the Opportunity Manager Tab from the top bar -Enjoy the App

TRANSCRIPT

Page 1: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

OPPORTUNITY MANAGER

A BRAND NEW SALESFORCE APP THAT YOU CANNOT MISS

APP INSTALLATION GUIDE

®2014. Algoworks Technologies PVT LTD. Strictly Confidential

INSTALLATION GUIDE

VERSION 1.3

Page 2: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

• Connect to internet

• Open a browser of your choice on your machine.

• Browse to “www.salesforce.com”

• Click on the LOGIN button mentioned on top-right

2

Page 3: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

1. Clicking on LOGIN automatically re-directs to http://login.salesforce.com

2. Enter your username and password to login

3. You will land on your home-page.

4. Next, you shall proceed to install the package.

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Page 4: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

4

Browsing to the link for installation of plug-in

Direct Link:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000LBzP

Appexchange Links

Apps by Algoworks.

Appexchange Link

Opp Manager. Appexchange

Link

Click on GET IT NOW

button

Page 5: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

• You will see the package installation details.

• Click on Continue button

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Page 6: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

• It will show you the important component that will be used in the package FYI. Click on the Next button

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Page 7: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

• Now you will see the security level, set default to admin only.

• You can change the security level to all users or custom.

• Click on the Next button

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Page 8: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

• This is the final Installation confirmation screen.

• Click on Install button

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Page 9: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

• Now you will see this screen .

• From SALES on the top right corner, select the Opportunity Manager app as shown in the image .

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Page 10: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

• Click on the Opportunity Manager Tab from the top bar...

...

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Page 11: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Enjoy the App!

11Algoworks Internal Document 1111

Page 12: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Don’t waste no time getting it!

For any queries regarding installation,

please send a mail to [email protected].

LIMITED TIME OFFER!

OPPORTUNITY MANAGER APP

AN ALGOWORKS PRODUCT

www.algoworks.com/crm