Monday, April 27, 2015

How to Install Salesforce Agile Accelerator

Salesforce Agile accelerator is here!! Great tool with some unique features like integrating data with Sales Cloud and Service Cloud, bar chart, chatter posts, Epic, Kanban, Reports, Dashboards and many more. We started using this app while it was in the beta mode and we simply love it. This tool has amazing flexibility and ability to accommodate customization… and why not!! It is launched by Salesforce. I would recommend this tool for anyone or everyone who want to manage and get work done. 


Refer my article on Salesforce Agile Accelerator to know more details about this tool. 

Let us learn how to install Salesforce Agile Accelerator from appexchange:

Salesforce Agile accelerator Installation Steps

Step 1: Go to Salesforce app exchange

Step 2: Click on Get it Now






Step 3: App Exchange will prompt you to log in to your Salesforce org

Step 4: Next select your target org - Sandbox or Production
Step 5: Read the terms and conditions and click install


I am installing Salesforce Agile Accelerator in the developer org and so I have selected Production as my org. You can view the components from the “View Components” section which can be found in the bottom section additional details section. 



Step 6: When you install a package, package related components are installed in your org like- tabs, workflow, code, apex trigger, fields, objects, pages, permission sets, tabs, resources etc. and these can be reviewed under view components section. 


The package will provide you with three options to choose your target audience for the installation -admins, all users and for specific profiles. Once the installation is complete Salesforce sends you a confirmation email, you can refer Salesforce Agile Accelerator release notes for more information under version number setcion as shown in the screen shot.


Step 7: Once you click on done,you will be routed to the installed package section of your Salesforce org or you can go to Setup -> Build->Installed Package. 


Step 8: Package has been successfully installed in your org. You will find “Agile Accelerator” App under the App section on the top right corner of your salesforce landing page. 

Click on the agile accelerator app and observe your landing page. You will be thrilled to see so many new tabs, objects, reports and dashboard, epic, Kanban and many more...



Explore each section of Salesforce Agile Accelerator and enjoy your new tool. 




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