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Installing the Celoxis App for Salesforce , you can create project in Celoxis per Opportunity in Salesforce. This is a one-time activity that needs to be done by the admin or developer of Salesforce.
- 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.
- For Step 2. Choose security level, select option Grant access to all users and click on Next. This option is only visible for Enterprise and higher editions.
- On Step 3. Install Package, click on Install.
- There is no progress bar when the app is being installed. You will see the below screen when the installation is complete.
- You will also see the Celoxis App listed under the Installed Packages:
Congratulations! You have successfully installed the Celoxis Salesforce App. Lets move on to configuring this app for the Sales team to use.