To install LeadAngel from the Salesforce AppExchange, follow these steps:
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Login to Salesforce:
- Ensure that you are logged in with a user profile that has the necessary permissions to install apps.
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Access Salesforce AppExchange:
- Go to AppExchange and log in with your Salesforce credentials if prompted.
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Search for LeadAngel:
- In the AppExchange search bar, type "LeadAngel" and select the LeadAngel Lead Distribution app from the search results.
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Click "Get It Now":
- On the LeadAngel app page, click the Get It Now button to begin the installation process.
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Choose Where to Install:
- You’ll be prompted to choose between installing the app in a Production or Sandbox environment. Select the appropriate environment based on your needs.
The links to sandbox and production Salesforce App are also provided in the LeadAngel app upon initial login, and are also available at Administration -> Integration ->CRM Activation> Salesforce Activation.
- Copy the Activation key for SFDC app activation.
- In Salesforce account, Go to the App Launcher and search LeadAngel.
- Go to the LeadAngel setting page, click on Activate LeadAngel Connection.
- Paste the Activation key and click on Activate LeadAngel.
- To re-activate, select Refresh LeadAngel Connection, and re-enter/paste the Activation Key and click on Activate LeadAngel
Activation keys are refreshed every 24 hours, however, if the Salesforce App is successfully activated, there is no need to update the activation key in Salesforce. Activation keys are needed only when the app is freshly installed, or upgraded, or user credentials need to be refreshed. No activation key is required if the app is installed from Salesforce App Exchange.