Installing RFPIO in Salesforce (Classic)

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This document covers the steps involved in installing RFPIO package in Salesforce Classic version.

Permission: Users must have the privilege System Administrator in Salesforce.

To install RFPIO package in Salesforce, you can follow the steps below: 

  1. Login with the URL: https://login.salesforce.com.
  2. Click Content from the top right corner and select AppExchange.

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You will be navigated to the Salesforce appexchange page as shown below:

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  1. In the Search AppExchange search box, enter RFPIO. The suggestions will be displayed.

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  1. Select “RFPIO” in App Exchange. The Apps page will be displayed with the search results.

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  1. Select RFPIO from LISTING
  2. Click Get It Now.

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A pop-up window will be displayed seeking the location where the package has to be installed:

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  1. Click Install in Production. The Confirm Installation Details pop-up will be displayed.
  2. Select the checkbox associated with I have read and agree to the terms and conditions.

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  1. Click Confirm and Install.
  2. You will be further prompted to login. Login with your valid credentials.

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  1. The Install RFPIO page will be displayed. Select Install for All Users and click Install.

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Note: You can make the app available to all users, some users, or only for the admins.

  • Install for Admins Only: After installation, if you have Enterprise, Performance, Unlimited, or Developer Edition, you can set the appropriate user and object permissions on custom profiles as needed.
  • Install for Specific Profiles: Enables you to choose the usage access for all custom profiles in your organization. You can set each profile to have full access or no access for the new package and all its components.
  • Install for All Users: Sets permissions to allow all internal custom profiles to have full access for the app.
  

 

The RFP package will be installed into Salesforce and a message will be displayed as shown:

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  1. Click Done to complete the installation process. The installed package will be displayed as shown below:

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To refer other Salesforce (Classic) documentation, click here.

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