Installing Opti-Time for Salesforce in a Sandbox environment

Basic principles

Opti-Time for Salesforce can be installed in a test Salesforce environment (Sandbox) for the purpose of trailling the various functionalities featured in the application. .

Utilisation

To install Opti-Time for Salesforce in a Sandbox environment, proceed as follows:

  1. First go to the AppExchange website, search for the Opti-Time for Salesforce application and select the package you wish to install (Geo, Tour or Optim)
  2. After the package is chosen, click on Get It Now

  1. To download the App, choose Log in to the AppExchange

Note: as indicated in the AppExchange interface, you need to supply the identity information related to your production environment even if you want to subsequently install in a sandbox.

  1. Once you have supplied your identity details, select Install in sandbox

  1. Read the Salesforce terms and conditions by clicking on the link provided
  2. Check the I have read and agree to the terms and conditions checkbox to accept the Salesforce terms and conditions. Then, click on Confirm and install

  1. Enter your identifiers for Sandbox (Sandbox login + sandbox password)
  2. Specify the types of user to whom the installation will be accessible (here, Install for Admins Only for access restricted to administrators)
  3. Once identified, run the installation for the package by clicking on Install

  1. Authorise your remote sites by checking Yes, grant access to these third-party web sites in order to authorise the correct operation of Opti-Time for Salesforce to display maps and points of interest, geocode addresses, perform route calculations etc, and then click on Continue

  1. A message displays to confirm that installation was successful

  1. When you click on Done, you will be redirected to the Salesforce administration page for the Sandbox environment. On the page showing installed packages, the Opti-Time for Salesforce package is now listed. 


More Opti-Time Help...

Consult Opti-Time for Salesforce Help to find out about Opti-Time for Salesforce administration and how to:


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