Step 2: [Send Data] [Buyer Insights] Install the managed package

Context

This guide outlines the installation process for the Lattice Buyer Insights. It is primarily intended for Salesforce administrators.

Note, this application has two AppExchange packages

1. Core package (CDP)
2. License package (Lattice Predictive Campaigns)

The instructions below cover the installation of both packages.

Prerequisites

To complete the steps in this guide, you need:

• "My Domain" feature turned on in your Salesforce instance. Please see Salesforce documentation for more information.

• The user installing the package should have  “Download AppExchange Packages” privilege.

Installation Process

1. Determine environment for installation

   • For Sandbox install, go to https://test.salesforce.com 

   • For Production install, go to https://login.salesforce.com 

2. Log in as the System Administrator.

3.  Click  on the link to begin the install

   • For Sandbox Install, go to this page and select the latest sandbox package

   • For Production Install, go to this page and select the latest production package

4. You will see a screen like the one below.

5. Depending on your preferences, choose the types of users who will have access to the application. You can change this later.

6. Click Install 

7. Lattice Buyer Insights will request access to the Lattice API. Check the box and click Continue.

8. While the application is installing, you will see a screen like this:
   
   

NOTE: The message on the screen may differ depending upon the users you selected to have permissions in step #3.

9. If the installation is going to take a while, you might see this message:

Don’t worry! You can click Done to go back to Setup. You’ll receive an email when the installation is complete.

10.  Now, Install the license package. The process for installing the license package is identical to installing the main Lattice Buyer Insights package.

    • For Sandbox Install, go to https://test.salesforce.com/packaging/installPackage.apexp?p0=04t36000000tX2I

    • For Production Install, go to  https://login.salesforce.com/packaging/installPackage.apexp?p0=04t36000000tX2I

11. Congratulations! You’ve installed Lattice Buyer Insights!

Next, please complete access enablement and configuration steps.