AdvologixPM

Install the Package from Advologix BestPractices

Updated on

Advologix BestPractices templates application allows you to create templates of tasks and events for use in your Matters. You can use them to create repeatable sets of activities for court procedures, project plans, internal processes and many other uses.

Go to the Advologix BestPractices installation link

Select Installation Location

Select the system to install to

Unless you have set up a true Force.com Sandbox in your system for testing this application and you understand the concept of environments within Force.com, please select In My Production Salesforce.

Login

Log in using your Force.com system credentials

Accept Terms & Conditions

Accept the terms and conditions then click Install

Reenter Your Password

Reenter Your Password

Confirm Package Installation Details

Click Continue on Package Details

Confirm Security Permissions

Confirm Security Permissions

Grant Access

Grant Access to users to be able to access the application

Ignore Apex Errors...

Check to "Ignore Apex Errors...." and click Next

Deploy Now

Click Deploy Now to complete the installation

Deploy

Click Deploy on the Deploy Package screen
Previous Article Delete Demo Data
Next Article Add BestPractices Button to Matter Layout