User Manual: Basic

We will begin the installation process by logging into Salesforce.com, where the app is already downloaded and configured for functionality.

Search “Sync Made Easy” on AppExchange

1. Visit Salesforce AppExchange and enter Sync Made Easy in the search bar.
2. From the search results, select the Sync Made Easy app and click Get It Now to start the installation.

• Alternatively, you may also log in to your Salesforce org, go to Home, open AppExchange from the sidebar, and click Get It Now.

Installing the App

Step 1: In the AppExchange search bar, type Sync Made Easy and select the app.

Step 2: Click Get It Now to proceed.

Step 3: On the next screen, click Login to sign in to Salesforce AppExchange.

Step 4: After logging in successfully, you will be prompted to choose where to install the package. We recommend selecting Install in Production.

Step 5: You will now be redirected to a confirmation web page to confirm installation details. Accept the terms and conditions by checking the box, then Click Confirm and Install to continue. 

Step 6: You will be redirected to the Salesforce login page. Enter your Salesforce credentials for the org where you want to install the package and click Login.

Step 7: Here, “Install for All Users” is chosen by default as we recommend. So, click on ‘Install’ to complete the installation process.

Step 8: Once the process begins, you will see the message Installing and granting access on your screen.

Step 9: The Installation process will take a few minutes. However, You will receive a notification once the installation is over. Then click Done to finish.

Step 10: After the package is installed, you will be able to view the package at the Installed Packages in Salesforce, where Sync Made Easy will be listed.