Opportunity Manager®: Knowledge & Support
Opportunity Manager®: Knowledge & Support
Breadcrumbs

App Installation & License Key Setup

Install Opportunity Manager in Salesforce

Video demo of the steps detailed below

  1. Check your inbox for a welcome email from Force Management. This email will include a link to install the http://Salesforce.com package and your organization-specific license key. Click the link to begin installing.

💡 Note: The application will install into the SFDC environment you are logged into (Production vs. Sandbox). Please be sure to log into the correct environment prior to installation

  1. We recommend choosing “Install for All Users” to avoid having to configure additional permissions.

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💡Note: If you cannot install for all users, follow the instructions at the bottom of the Manage Access for Salesforce Users page to create the additional permission set

  1. Click on “Install” to start the installation. The installation process usually takes 3-5 minutes.

Configure the Opportunity Manager License

  1. Once the package is installed, open the FM Opportunity Manager app from the app launcher.

  2. Navigate to the Opportunity Manager Configuration tab. By default, this should be the leftmost tab on the navigation bar.

  3. Under the Admin tab, click “Edit”.

  4. Enter the following information:

    • Primary Application Administrator: This should be the user in your organization who will be managing the application.

    • Single Sign-On URL: Skip this step for now. *This only applies if your organization utilizes the Command Center’s SSO capability.

    • Primary Force Management Contact Name: Enter “Opp Manager Admin”

    • Primary Force Management Contact Email: “OMAdmin@forcemanagement.com”

    • License Key: Copy and paste the license key provided to you from Force Management in this field.

  5. Click Save.

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