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Installing the Celoxis App for Salesforce is a one-time activity that needs to be done by the admin or developer of Salesforce.

  1. Go to the AppExchange and search for Celoxis App.
  2. Click on the Get it Now button.
  3. You will be prompted to login to the AppExchange.
  4. On the Package Installation Details page, click on Continue.
  5. Step 1. Approve Package API Access, you do not have to make any changes; just click on Next.


  6. 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.
  7. Step 3. Install Package, click on Install. 


  8. There is no progress bar when the app is being installed. You will see the below screen when the installation is complete.


  9. 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.

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