Geopointe

Geopointe Installation

Installing Geopointe is simple and works like any other application that can be installed from the Salesforce AppExchange.  This tutorial will walk you through the steps necessary for installation. After completing the install, read the post-installation steps for application set-up.

Introduction

Pull up Geopointe’s AppExchange Listing; this where you begin the install.  To start, click Get It Now on the far right.

Sign In

If prompted, sign in using your Salesforce credentials (the same login you use on a regular basis). You may already be logged in. If so, continue to the next step.
 Login

Install Location

Tell Salesforce whether you are installing to a Production or Sandbox system. Unless you have a sandbox account and plan to test that way, generally you'll be choosing Production.

Terms, Conditions, and Installation Confirmation

This page confirms the installation version of Geopointe and the account it's being installed into.  You are given the opportunity to read the Geopointe terms of service before you continue; please take a moment to read them.  Confirm the information, check the box to agree to the terms, and then click Confirm and Install.

You will be asked for your credentials again.  Input them and continue (if you are installing into a sandbox, this is where you would use your sandbox credentials).

Package Details & Access Levels

Now you get to review the package details and choose the application access level. Take note! It is up you to decide which profiles will be given access to Geopointe.  You can start with just admins, give all users full access, or choose access for specific profiles.

If you select to Install for specific profiles, you can select which profiles have Geopointe Base Permissions, Geopointe Admin Permissions, and which profiles should not be given Geopointe permissions.

If you're not sure how you want to distribute permission yet, don't worry. Geopointe is a licensed application and nothing is visible to a user until they are given a license. Profile setup is covered again in the Post-Install Steps.  Click Install when finished.
 

Third-Party Access

Geopointe communicates with several external web services; those permissions are packaged in the application.  You must confirm the settings to continue with the installation. For further information on how Geopointe communicates with these external sites, refer to our Data Security Practices.




Completion
You'll be taken to the processing screen while Geopointe installs.



You will likely see this page. Don't worry, it's normal. Geopointe is a big app.



After a few minutes, you'll receive an email stating that the process is complete and Geopointe is ready to use.
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Next Steps

You're ready to get going! After a successful install, continue on to the post-installation steps and set up Geopointe to suit your organization.