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egiraudy edited this page Apr 30, 2012 · 3 revisions

Installing the ERC package

User Permissions Needed: “Download AppExchange Packages” , “Knowledge User”

To install the ERC package:

  • Go to the following URL on the AppExchange, and click Get It Now:
  • Enter your username and password, read the user terms, select the checkbox, and click Continue.

Note: If you are installing into a sandbox, replace the “login.salesforce.com” portion of the installation link with “test.salesforce.com”. Note that this package is removed from your sandbox organization whenever you create a new sandbox copy.

  • Review the package items and click Continue.
  • Review the API access that package components have been granted to ensure they are acceptable.
  • Choose the Grant access to admins only security option, and click Next.
  • When prompted that the package is ready to be installed, make sure the Ignore Apex test failures checkbox is not selected, and click Install.
  • When you receive a message that the components contained in the package have been successfully installed, you are ready to deploy the package.
  • Click Deploy Now followed by Deploy.

To deploy your package at a later time, click Deploy Later. When you are ready to deploy the package, click Your Name > Setup > View Installed Packages, select ERC App, and click Deploy.

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