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Install the Moody's Maxsight for Salesforce package

Abstract

Learn how to install the Moody's Maxsight managed package from AppExchange and verify installation in Salesforce.

Learn how to install the Moody's Maxsight managed package from AppExchange and verify installation in Salesforce.

Prerequisites

You must have Salesforce Administrator access.

To install the package:

  1. Get the package.

  2. Select Get it now.

  3. Log in, if required, and follow the on-screen instructions in Salesforce until the Downloads page opens.

  4. Make sure Install for Admins Only is selected.

  5. Select Install. A confirmation email is sent when the install is complete.

  6. Select Done from the Installation Complete! page. Salesforce automatically navigates to the Installed Packages page.

    Alternatively, navigate to Setup > Installed Packages.

  7. Make sure that you see the package in your list of Installed Packages.

Additional information