How to set up Spotlight.ai's Managed Package in Salesforce


Steps to add Spotlight.ai’s Managed Package to Salesforce (2.62.1.1)

  1. For production Salesforce organizations, go to https://login.salesforce.com/packaging/installPackage.apexp?p0=04tRo000000c2IXIAY. For sandboxes, https://test.salesforce.com/packaging/installPackage.apexp?p0=04tRo000000c2IXIAY
  2. Leave the Install for Admins Only button selected (default)
  3. Click the Install or Upgrade button
  4. Check Yes, grant access to these third-party web sites
  5. Click Continue button
  6. Click Install and wait for confirmation (either via web page or email) that Managed Package was successfully installed.
  7. In the Apps menu, search for Spotlight.ai Setup then select it. From this point, the last few steps are done from the Spotlight.ai Setup page.
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