OPPORTUNITY MANAGER

A BRAND NEW SALESFORCE APP THAT YOU CANNOT MISS

APP INSTALLATION GUIDE

®2014. Algoworks Technologies PVT LTD. Strictly Confidential

INSTALLATION GUIDE

VERSION 1.3

Steps to Install

• Connect to internet

• Open a browser of your choice on your machine.

• Browse to “www.salesforce.com”

• Click on the LOGIN button mentioned on top-right

2

Steps to Install

1. Clicking on LOGIN automatically re-directs to http://login.salesforce.com

2. Enter your username and password to login

3. You will land on your home-page.

4. Next, you shall proceed to install the package.

3

Steps to Install

4

Browsing to the link for installation of plug-in

Direct Link:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000LBzP

Appexchange Links

Apps by Algoworks.

Appexchange Link

Opp Manager. Appexchange

Link

Click on GET IT NOW

button

Steps to Install

• You will see the package installation details.

• Click on Continue button

5

Steps to Install

• It will show you the important component that will be used in the package FYI. Click on the Next button

6

Steps to Install

• Now you will see the security level, set default to admin only.

• You can change the security level to all users or custom.

• Click on the Next button

7

Steps to Install

• This is the final Installation confirmation screen.

• Click on Install button

8

Steps to Install

• Now you will see this screen .

• From SALES on the top right corner, select the Opportunity Manager app as shown in the image .

9

Steps to Install

• Click on the Opportunity Manager Tab from the top bar...

...

10

Enjoy the App!

11Algoworks Internal Document 1111

Don’t waste no time getting it!

For any queries regarding installation,

please send a mail to oppmanager@algoworks.com.

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OPPORTUNITY MANAGER APP

AN ALGOWORKS PRODUCT

www.algoworks.com/crm