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  1. Appointiv
  2. Salesforce Set-Up Instructions
  3. Salesforce set-up instructions

Salesforce set-up instructions

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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
  • 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"
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