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
- Core package (CDP)
- License package (Lattice Predictive Campaigns)
The instructions below cover the installation of both packages.
Prerequisites
To complete the steps in this guide, you need:
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"My Domain" feature turned on in your Salesforce instance. Please see Salesforce documentation for more information.
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The user installing the package should have “Download AppExchange Packages” privilege.
Installation Process
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Determine environment for installation
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For Sandbox install, go to https://test.salesforce.com
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For Production install, go to https://login.salesforce.com
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Log in as the System Administrator.
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Click on the link to begin the install
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You will see a screen like the one below.
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Depending on your preferences, choose the types of users who will have access to the application. You can change this later.
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Click Install
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Lattice Buyer Insights will request access to the Lattice API. Check the box and click Continue.
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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.
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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.
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Now, Install the license package. The process for installing the license package is identical to installing the main Lattice Buyer Insights package.
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For Sandbox Install, go to https://test.salesforce.com/packaging/installPackage.apexp?p0=04t36000000tX2I
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For Production Install, go to https://login.salesforce.com/packaging/installPackage.apexp?p0=04t36000000tX2I
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Congratulations! You’ve installed Lattice Buyer Insights!
Next, please complete access enablement and configuration steps.
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