Installing SaaSify Package

Info: If you already have an existing SaaSify package installed, then you would need to upgrade the package with the new one. For more information on how to upgrade an existing SaaSify package in Salesforce, follow the steps provided in the section: Upgrading SaaSify Package.

To set up the integration you need to download the SaaSify package from Salesforce AppExchange. Please follow the steps given below to download and install the SaaSify package:

1. Open the SaaSify listing in Salesforce AppExchange and click on Get It Now

2. Click on Log in under Log in with Trailblazer.me

3. Log in to Salesforce with your production credentials by selecting Continue with Salesforce option and ensure that the user is a Salesforce Administrator

4. Click on “Install in Production” or your Sandbox Salesforce Organization on the pop-up “Where do you want to install this package?”

5. Review the installation details and check the box next to I have read and agree to the terms and conditions

6. Click on Confirm and Install

7. You will be prompted to log in again to Salesforce using your Salesforce Instance details to complete the installation

   Note: When you select "Install in Sandbox", you are redirected to test.salesforce.com where you can log in with your Sandbox credentials and install the package

8. Select “Install for All Users” and click on Install

9. In the Approve Third-Party Access pop-up, check the box next to Yes, grant access to these third-party websites, and click on Continue to start the installation of the package

10. Click Done after the installation is complete.

11. Once the package is successfully installed, an email is sent to the user

12. You can find the installed package (Package Name: SaaSify) under Setup → Apps → Packaging → Installed Packages.