To request SalesTrip installation link:
- Install SalesTrip into your Salesforce instance by visiting our listing on the AppExchange
- Click Get It Now and fill in the request form to request SalesTrip installation link
Once we provide you with the installation link:
- Login to your SalesTrip environment
- Use the managed package URL provided by us
- Follow the on-screen prompts to install SalesTrip managed package
- As a best practice, we recommend installing the managed package for Admins Only
- Click Install
- Usually, Salesforce will provide a message saying that the application is being installed and that it will send you an email once the installation is completed. Once you’ve received the email you can begin configuring the application for user access
Please read through our configuration best practices before customising the SalesTrip application.
Need more information? Please refer to Salesforce documentation.