With the Celoxis App for Salesforce, you can create project in Celoxis per Opportunity in Salesforce. The This is a one-time activity that needs to be done by the admin or developer of Salesforce account will first need to install and configure the app which is a one-time-activity..
- Go to the AppExchange and search for Celoxis App OR Click HERE to go to Celoxis App directly.
<<screenshot>> - Click on the Get it Now button as seen in the above screenshot.
- You will be prompted to login to the AppExchange.
<<additional screenshots>> - On the Package Installation Details page, click on Continue.
<<screenshot>> - On Step 1. Approve Package API Access, you do not have to make any changes; just click on Next.
<<screenshot>> - For Step 2. Choose security level, select option Grant access to all users and click on Next.
<<screenshot>> - On Step 3. Install Package, click on Install.
<<screenshot>> - There is no progress bar when the app is being installed. You will see the below screen when the installation is complete.
<<screenshot>> - You will also see the Celoxis App listed under the Installed Packages:
<<screenshot>>