Salesforce set-up instructions
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"