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  1. Appointiv
  2. Installing Appointiv into Salesforce

Installing Appointiv into Salesforce

If you're new to Appointiv, these steps will guide you through the installation process to ensure that you're fully prepared to install the app into your Salesforce organization.

Installing Appointiv into your Salesforce org

  • Video - Installing the App from the AppExchange
  • Install Step 1: ** Important - You change a Salesforce setting before you even download Appointiv from the AppExchange
  • In case you got an error: This app can't be installed. "Missing Organization Feature: ManyWho"
  • Install Step 2: Enable Salesforce Users to access the Appointiv App
  • Install Step 3: Permission sets - assign Users as Admins, Service Providers or both
  • Install Step 4: Click the "Register Me" Button
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