Installing the Console Managed Package

This document describes the steps to install and configure the Apps Managed Package.

Installation

Follow these steps to install the package:

1. Enter the package installation link obtained from your Pitcher representative. This should redirect you to the login page of Salesforce.com. For Sandbox organizations, swap http://login.salesforce.com with http://test.salesforce.com in the URL.

2. Select Install for Admins Only, Install for All Users, or Install for Specific Profiles, depending on the need.
   

   

3. To verify the package components before installation/upgrade, click on the “View Components” link.

   

4. Check the acknowledgement and click Install to proceed.

5. Once installation is completed, the following screen appears:
   

   

6. Check the installed packages on the Setup > Apps > Packaging > Installed Packages page to confirm the successful installation.
   

   

7. To verify the package components after a successful installation/upgrade, follow the steps shown below - 

    

   

Post Installation Steps

After the Pitcher Apps Managed Package gets installed in the org, you need to perform the following steps:

Step 1 - Assign Permission Sets

• Assign the permission set PITCHER-Console Rep to the Pitcher users in the field.

• Assign the permission set PITCHER-Console Operations to the users handling Admin operations.