Installing the Managed Package

Installing the Motion Package

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Prior to Installing

Make sure to set up your Salesforce Instance by following the guide Setting Up Your Salesforce Instance.

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Get the Installation URL from Your Business Partner before proceeding with the steps below.

  1. Append the Package installation path to your Salesforce URL after “.com/”.

  2. Press ENTER and you are brought to the Package installation page.

  • On the Installation screen, select Install for All Users and check the Acknowledge box to confirm installation of the Package.
  • Click Install

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Receiving Errors?

You may need to enable certain aspects in Salesforce prior to installing packages. Click to finish setting up your Salesforce instance to prevent these errors.

  1. You will be prompted to Approve Third-Party Access with our Amazon AWS services. This is used for clean domain functionality. Click the checkbox to accept and click Continue to initiate the installation.
  1. You will likely see the below screen. This is normal, you can click Done and continue working. You will receive an email notification upon completion.

Congratulations! You have successfully installed the fullcast.io Managed Package and are on your way to becoming a GrowthOps expert.

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After Installation

Set up your Connected App, Custom Metadata Types, Matching Rules, and Custom Tabs by following the guide here.