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Full Circle Insights

Matchmaker Installation Instructions

Step 1: Get the Install Package

  1. From Salesforce, go to the Full Circle Matchmaker AppExchange listing.
  2. 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.


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