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

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OPPORTUNITY MANAGER A BRAND NEW ALESFORCE APP THAT YOU JUST CANNOT MISS! APP INSTALLATION GUIDE ®2014. Algoworks Technologies PVT LTD. Strictly Confidential INSTALLATION GUIDE VERSION 1.6

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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 MANAGERA BRAND NEW ALESFORCE APP THAT YOU JUST

CANNOT MISS!

APP INSTALLATION GUIDE

®2014. Algoworks Technologies PVT LTD. Strictly Confidential

INSTALLATION GUIDE

VERSION 1.6

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

Steps to Install – method 1• 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

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

Steps to Install - method 1

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 – method 2

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Install in sandbox

• Clicking on LOGIN automatically re-directs to http://test.salesforce.com for sandbox.

• Directly go to https://test.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000LBzP for sandbox.

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

Steps to Install

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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 LinkOpp Manager. Appexchange

Link

Click on GET IT NOW

button

Install in Sandbox

http://test.salesforce.com

Page 6: 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 7: 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 8: 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 9: 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 10: 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 11: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Steps to Install

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

...to experience something you have never experienced before...

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

Enjoy AWOM!

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Page 13: Opportunity Manager Installation Guide - A Salesforce App You Can't Miss

Thank You.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 PRODUCT

www.algoworks.com/salesforce