Installation
Before beginning the installation, please ensure the following:
- Review the information provided in Getting Your Credentials and First-Time Login to confirm you have the necessary access details.
- Thoroughly examine the API Authentication section at the end of this document for a complete understanding of the integration process.
If you are provided with a direct installation URL, follow the instructions below:
The installation URL will be missing your company domain. You will need to replace the section that reads <<node>> in the URL. This should be replaced with your organizations registered Salesforce domain.
Your installation URL should resemble the following format: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tUc000000XwDJIA0
Once you have updated the URL with your organization’s domain, enter it into your browser. This will redirect you to the Altrata installation page.
On the installation page, you will be presented with three installation options. Select the option that best fits your organization’s needs. For demonstration purposes, this guide will illustrate how to install the app for All Users and Admins Only.
Select "Install for all users". This will ensure that your Salesforce users will have the ability to utilise the Altrata app
Read and then tick the check box informing you of our distribution policy
Press install button
Approve third party access
Press the continue button which will start the install
If you have selected to install the Altrata app for Admins only, you will still have the ability to allow non-admin users to use the app. To grant access to non-admin users please complete the following steps.
Go to "Set up"
Search permission set and then click on it
Click on Manage Assignments
Click add assignment
Search for the user and add to the permission set
Following a successful installation, let's use the API key that was sent to us via email to authenticate. To do so, follow the details listed below.
For Authentication assistance, please follow these steps mentioned in the Service User Credentials. Click the provided link to navigate to the designated page, then select the Salesforce App tab as highlighted below.
The Altrata Salesforce app is now installed and ready to use!
Installation usually takes between 5 to 10 minutes. However, on occasion it can take longer
Now that the app has been installed, you will need to configure the app. To see the configuration changes to be made, please go to Configuration page.
