Salesforce Set-Up Instructions
New to Appointiv? Follow these steps to ensure you're ready to install the app into your Salesforce org.
Salesforce set-up instructions
- Video - Installing the App from the AppExchange
- Install Step 1: ** Important - You change a Salesforce setting before you even download Appointiv from the AppExchange
- 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
- In case you got an error: This app can't be installed. "Missing Organization Feature: ManyWho"