Installing the Indoors Managed Package

This document gives the walkthrough on the installation of the Pitcher Indoors package on CRM and its configuration. For CRM, SalesForce is being used.

Pre-Installation

Install dependent packages

1. Pitcher Zero

Installation

Follow these steps to install/upgrade 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. On the Approve Third-Party Access dialogue that appears, use the checkbox to grant access to required websites and click Continue to begin the installation.
   

   

6. Once installation completes, the following screen appears:

   

7. To confirm the successful installation, check the installed packages, on the Setup > Apps > Packaging > Installed Packages page.
   

   

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

   

    

    

Post-Installation

Step 1 - Configure Settings

Once the package is installed, the user will be presented with the custom settings where Pitcher Zero Settings can be configured for the account.

Step 2 - Add To The Page Layouts

Next, add the component to the page layout

Once added to the page layout, the user can see the Pitcher Content as shown below.