Slaesforce FAQ

how to install a salesforce package

by Karina Heaney Published 2 years ago Updated 2 years ago
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  • In a browser, enter the installation URL.
  • Enter your username and password for the Salesforce org in which you want to install the package, and then click Login.
  • If the package is protected by an installation key, enter the installation key.
  • For a default installation, click Install. A message describes the progress. You receive a confirmation message when the installation is complete.

Custom Installation
  1. Determine your package access settings. Click View Components. You'll see an overlay with a list of components in the package. ...
  2. Click Install. You'll see a message that describes the progress and a confirmation message after the installation is complete.

How do I install a Salesforce package in a browser?

In a browser, enter the installation URL. Enter your username and password for the Salesforce org in which you want to install the package, and then click Login. If the package is protected by an installation key, enter the installation key. For a default installation, click Install.

Why is the Salesforce Help ID different after I install the package?

For example, if a custom link in the package refers to a document, the Salesforce Help ID for the document is different after you install it. Salesforce automatically alters the installed custom link to refer to the new ID in your organization.

Can I change certain Salesforce components after I install a solution?

If you already selected a solution and received an installation link, click the link and skip to the Enter the requested information step. If the solution is in a managed package, you can’t change certain Salesforce components after you install them.

How do I install AppExchange in Salesforce?

Installing an AppExchange solution in your Salesforce org is straightforward. You install the solution as an unmanaged or managed package, and then you configure it for your environment and users. To find a solution to install AppExchange, follow these steps.

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How do I install a Salesforce package with ID?

To install the package:In a browser, enter the installation URL.Enter your username and password for the Salesforce org in which you want to install the package, and then click Login.If the package is protected by an installation key, enter the installation key.For a default installation, click Install.

How do I install Salesforce lightning packages?

0:563:42How to Install a Package from AppExchange in Your Org - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick get it now from the application information page click log in and enter your username andMoreClick get it now from the application information page click log in and enter your username and password for the Salesforce. Organization in which you want to install the package.

How do I install managed packages?

Install a Managed PackageFrom Setup, enter Mobile Publisher in the Quick Find box, then select Mobile Publisher.Click Continue next to the listing for the iOS app.Click Install Package. ... Copy the URL by clicking Copy link.Log into an org that you want to test in.Paste the URL into your browser's address bar.More items...

How do I open a package in Salesforce?

To access the package detail page, from Setup, enter Installed Packages in the Quick Find box, select Installed Packages, and then click the name of the package that you want to view. From this page, you can: Click Uninstall to remove the package and all its components from your Salesforce organization.

What is a Salesforce package?

A package is a container for something as small as an individual component or as large as a set of related apps. After creating a package, you can distribute it to other Salesforce users and organizations, including those outside your company. Packages come in two forms—unmanaged and managed: Unmanaged packages.

What is Salesforce managed package?

Managed packages are typically used by Salesforce partners to distribute and sell applications to customers. These packages must be created from a Developer Edition organization. Using the AppExchange and the License Management Application (LMA), developers can sell and manage user-based licenses to the app.

How do I create a Salesforce package?

Create and Upload an Unmanaged PackageCreate the package: From Setup, enter Packages in the Quick Find box, then select Packages. Click New. Fill in the details of the package. ... Add the necessary components for your app. Click Add Components. From the drop-down list, choose the type of component. ... Click Upload.

How do I find my package installer?

0:182:13Android Package Installer Not Working - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe're going to go to apps. And we're going to find the package installer app now it won't show up byMoreWe're going to go to apps. And we're going to find the package installer app now it won't show up by default. So in the top. Right we hit the three circles. And then we hit show system apps.

How do I find my Salesforce package ID?

Show activity on this post.Open list of installed packages: setup -> Build -> Installed Packages.Click on your requested package.get the id from the URL:

How do I use Salesforce packages?

In a browser, go to the installation URL provided by the package developer, or, if you're installing a package from AppExchange, click Get It Now from the application information page. Enter your username and password for the Salesforce organization in which you want to install the package, and then click Log In.

How do I install Exchange package in Sandbox?

Log in with your production credentials.Search the app of your choice and click Get It Now.Select Install in Sandbox, mark the checkbox for the terms and condition then click Confirm and Install. You will now be prompted to log in with your sandbox credentials where the app will be installed.

Where do I find managed packages in Salesforce?

You can install packages into your Salesforce organization, and then configure and manage them. To view the packages you've installed, from Setup, enter Installed in the Quick Find box, and then select Installed Packages.

What happens if there are no packages in the package list?

If there are no items in the Package Items list, the package contains only minor changes not recorded in the Package Items list.

Can you edit permissions in a managed package?

In managed packages, you can't edit permission sets that are included in the package, but subsequent upgrades happen automatically. If you clone a permission set that comes with a managed package or create your own, you can make changes to the permission set, but subsequent upgrades don't affect it.

Does Salesforce check for dependencies?

Salesforce also checks and verifies any dependencies . An installer’s organization must meet all dependency requirements listed on the Show Dependencies page or else the installation fails. For example, the installer's organization must have divisions enabled to install a package that references divisions.

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