Install the Salesforce Managed Package

The Rillet managed package must be installed in Salesforce to enable the 2-way sync between Rillet and Salesforce. You can install the package in both Sandbox and Production environments.

To Install the Managed Package:

1. Copy the installation link for your environment:

2. Sandbox: /packaging/installPackage.apexp?p0=04tDn000000zRbTIAU

3. Production: /packaging/installPackage.apexp?p0=04tDn000000zRbsIAE

4. Add the link to the base URL of your Salesforce org. Example: https://your-org.lightning.force.com/packaging/installPackage.apexp?p0=04tDn000000zRbsIAE

5. Select Install for All Users.

6. Click Install.

7. Once the installation is complete, check your email for confirmation.

   

See Also

For more information on the Salesforce Managed Package integration in Rillet, review these articles:

• Salesforce Managed Package Integration Overview

• Set Up Account Layout

• Enable Multi-Currency in Salesforce

• Create the Order Custom Field (Optional)