Admin L2

ADMIN Lesson TWO

SmartFox Prime Package Installation

To make the SmartFox Prime Package ready to use, perform the instructions in the sections below.

Follow the below-mentioned steps to install the package on the Org:

Visit https://appexchange.salesforce.com/.
Enter your credentials and log in to the Org where you wish to install the package.
Search for the SmartFox Prime app and click More > Get It Now. The app installation page appears.
On the installation page, select - Install for all Users and select the acknowledgment checkbox.

Figure 1

5. Select Install for All Users and check the box for Acknowledgement.
6. Click on the Install button.

Please Note: Install for all users will not give SmartFox Prime system access to all users. User-level permission needs to be provided by the Salesforce™ Admin mentioned in the next step.

7. Once installation is finished, a success message will be shown. Click on Done.

You will then be navigated to the Installed Packages screen where the package “SmartFox” will be shown as installed.

smartfox prime configuration

To make the SmartFox AppExchange product ready to use, perform the instructions in the sections below.

Please Note: Before proceeding further, make sure the SmartFox Prime App is installed on your Org from the AppExchange.

Permissions to SmartFox Prime
Permissions to SmartFox Prime are granted to the Admin only, to provide an Auto-Sync to be performed to any user Admin needs to assign the permission to other users:

Open Permission Sets from the Setup->Users->Permission Sets

-or-
You can also search for Permission Sets from Quick Find under Setup

Figure 2

2. Click on Permission Sets. A page containing all the permission lists will be displayed. Click the Permission named “SmartFox Admin Permission” to provide Admin permissions to a user.

Figure 3

3. In the “SmartFox Admin Permission” window, click on Manage Assignments, select Add Assignment on the next page and select the user/s from whom permissions are required to be set, and click Assign.

Figure 4

4. Admin permissions should be assigned only to admin users only who will be able to view the SmartFox Prime Admin App.

Please Note: Access to the SmartFox Prime Admin App to be controlled by the admin of the org in which SmartFox Prime is installed.

5. Click on Permissions. A page containing all the permission lists will be displayed. Click the Permission named “SmartFox Permission” to provide Sales Executive permissions to a user.

Figure 5

6. Assign the “SmartFox Permissions” to a user with the profile that has access to read/write Opportunities.

Assign SmartFox Prime License to Users

Go to Setup in Salesforce.
In the “Quick Find” type a search for “Installed Packages”.
Find the package called “SmartFox Prime - Business Forecast Management Software”.
Click the “Manage Licenses” link beside the Package Name field.

Figure 6

5. Here you will be able to assign each user a license based on the Trial or Purchased number.

Please note: Trial Users only receive 20 Licenses for the 90-day free trial period. After 90 days have expired, the Company will be able to purchase the number of licenses desired from Salesforce’s AppExchange SmartFox Prime listing by clicking the “Get It Now” button.