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Salesforce Installation

Set up Spotlight in Salesforce

Steps to add Spotlight.ai’s Managed Package to Salesforce

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Make sure Install for Admins Only button selected

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Check I acknowledge

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Click Install button

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Check Yes, grant access to these third-party web sites

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Click Continue button

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Click Install and wait for confirmation (either via web page or email) that Managed Package was successfully installed.

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In the Apps menu, search for Spotlight.ai Setup then select it. From this point, the last five steps are done from the Spotlight.ai Setup page.

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