Quotes and Invoices

Installing Resource Hero Quotes and Invoices

From the Resource Hero Quotes & Invoices listing on the Salesforce AppExchange, click the Get It Now button

 

When presented with the following options, select Log in to the AppExchange then follow the prompts to login.

 

After logging in you will be asked whether you would like to install in Production or Sandbox:

 

After making your selection, read and agree to the terms and conditions, then click Confirm and Install!

Once you are presented with the installation screen, you are required to select which of your users should be granted access to Resource Hero Quotes and Invoices fields, object and screens.

Most customers should select the middle option, Install for All Users, which will ensure that all users have the proper permissions should they be assigned a license in the next step.

Contact us for more details if you have more complex security requirements or questions.

Once you make your selection, click the Install button.

 

Once the installation is complete, click the Done button to return to your Salesforce org.  You may see a message stating that the installation is taking a long time to complete.  In these cases, you will receive an email once the installations finishes.

 

Resource Hero Quotes & Invoices is now installed.

Have more questions?

Contact Us