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Package installation
You can install the Fiit package in your Salesforce production and sandbox instances with the following links:
- Production : https://login.salesforce.com/packaging/installPackage.apexp?p0=04t680000000eKh
- Sandbox : https://login.salesforce.com/packaging/installPackage.apexp?p0=04t680000000eKh
How to install the Fiit package ?
All you need is the following:
- the Salesforce Lightning edition
- a Salesforce Admin account
1. Install the package in Salesforce
To install the Fiit package, use the link provided above. It will open the package installation page, where you can choose whom you want to install the integration for.
You need to tick the box "I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program." Then, click "Install". The last confirmation window will open.
Tick the box "Yes, grant access to these third-party websites" and press "Continue". You will then get notified in Salesforce and by email once the package is installed.
- the Salesforce Lightning edition
- a Salesforce Admin account
1. Install the package in Salesforce
To install the Fiit package, use the link provided above. It will open the package installation page, where you can choose whom you want to install the integration for.
You need to tick the box "I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program." Then, click "Install". The last confirmation window will open.
Tick the box "Yes, grant access to these third-party websites" and press "Continue". You will then get notified in Salesforce and by email once the package is installed.
2. Adding the Fiit Room creation button to your Account and Opportunity layouts
In Salesforce, you will land on a page with your Installed Packages. After installing the package, you can add the Fiit buttons to your Salesforce Account and/or Opportunity pages. This widget will let you create rooms and see rooms from your Opportunity/Account.
To add the Fiit button to a Salesforce Object start by opening one of your Salesforce Accounts. If you use a specific Account for your default Account layout, open this Account to add the Harvestr widget to all Account pages. In the top right corner, click on the settings icon and on "Edit Page."
3. Adding the Fiit Room List on your layout
Go on the Account Object in the object manager, and open the desired lightning record page. The drag a component single related list
4. Fiit Setting page
Once the package is installed, go in the app launcher and search for fiit
The first thing to do will be to connect Salesforce to be accessible for your customers. For that you just have to click on connect your Salesforce org, and its done :
If it still does not work after trying all these steps, please contact our support team at maxime@fiit.co, and we'll be happy to help you out. If you have requests or ideas about how we could improve our package to fit your workflow better, send us a message as well.
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