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OPPORTUNITY MANAGER A BRAND NEW SALESFORCE APP THAT YOU CANNOT MISS INSTALLATION GUIDE VERSION 1.3

APP INSTALLATION GUIDE

速2014. Algoworks Technologies PVT LTD. Strictly Confidential


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

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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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Steps to Install Browsing to the link for installation of plug-in

Appexchange Links

Direct Link:

Apps by Algoworks. Appexchange Link https://login.salesforce.com /packaging/installPackage.a pexp?p0=04ti0000000LBzP

Opp Manager. Appexchange Link Click on GET IT NOW button

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Steps to Install • You will see the package installation details. • Click on Continue button

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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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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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Steps to Install • This is the final Installation confirmation screen. • Click on Install button

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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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Steps to Install • Click on the Opportunity Manager Tab from the top bar... ...

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Enjoy the App!

Algoworks Internal Document

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Don’t waste no time getting it! For any queries regarding installation, please send a mail to oppmanager@algoworks.com.

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OPPORTUNITY MANAGER APP AN ALGOWORKS PRODUCT www.algoworks.com/crm

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 but...

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