Instructions for downloading SFDC customized package into an SFDC instance.

  •        Click the link "Please click here to download customized SFDC package" on the "SFDC Details" tab of the installer.

 

Microsoft Opportunity scoring for SalesForceData

 

 

  •        You will be taken to the login page of SalesSorce.com. Login with your SalesForce username and password. Once logged in, the package will be installed into your SalesForce instance. 

 

Login to SalesForce.com

Fig 2

 

  •        Click “Install for All Users”.

 

Install for all users 

 

 On the “Approve Thrird-Party Access” screen ensure all SSL options are selected. Select “Yes grant access” checkbox and continue.

Third party access

 

  •        The installation of the app will continue.

 

Installation Complete

Fig 3

 

  • Installed Packages" page will be shown with the package name listed.

Installed packages

Fig 4

 

 

  •        Now enter SFDC user name and password on the "SFDC Details" tab of the installer. Then click Next to create the model.

Enter SFDC username and password

 

Fig 5

 

Please make the following Settings changes in the SFDC instance.

1. White list IP addresses:

a) Search Profiles in the Quick find box. Click Profiles under Manage Users

 

Whitelist IP address

Fig 6

b) Next click "System Administrator" 

 

System administrator

 

c) Go to Login IP Ranges. Click New.

 

IP Ranges

 

d) Set IP Start Address as 0.0.0.0 and IP End Address as 255.255.255.255

 

Give the IP range

 

2. If you get the following error "TLS 1.0 has been disabled in this organization. Please use TLS 1.1 or higher when connecting to Salesforce using https" while connecting to SFDC, then perform the following steps:

 a) Click Setup

 

Setup

 

  

b) In the Quick Find bar, type in “Critical Updates” and search for it. Click Critical Updates 

 

Critical updates

 

c) Find "Require TLS 1.1 or higher for HTTPS connections​" under the “Update Name” column. Click Deactivate.

 

Update Name

Fig 12

Last edited Aug 31, 2016 at 11:48 PM by prashdesh, version 4