Step 1: Get the Install Package
- From Salesforce, go to the Full Circle Matchmaker AppExchange listing.
- Click Get it Now button.
3. Login with your Salesforce credentials.
4. Select your preferred Org for installation.
5. Select | Install for Admins Only (use permission sets to grant access to specific users, once Matchmaker configuration is complete).
The installation process will begin.
If the installation takes a long time, click Done and an email will alert you when the installation is complete.
Step 2: Confirm the Package was Installed
1. From Salesforce, Click Setup.
2. From Quick Find Search Packages | Click Installed Packages.
3. Confirm the application was installed.
Do you need assistance or have questions? Contact our Customer Success team by logging a case in the Full Circle Customer Success Community.