Installing Appointiv into your Salesforce org
Things you need to do in Salesforce before, during and after you install Appointiv into your org. This is the place to go for Salesforce Admin users.
- 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
- Register Me button is greyed out and I can't click it