Package Installation

Now that you have completed your pre-installation checklist and installed the Patch, you can either obtain the package link from the App Exchange, or we can manage the installation process on your behalf. Once the GUMU™ package has been installed successfully within Salesforce, you will find two new applications that can be accessed via the App Launcher. These applications include GUMU™ Settings, which is focused on configuration, and GUMU™ Integration, designed to improve the user experience. To begin the installation of the package, please follow the steps in our guide below.

Ready for the Package Installation? Once you have your pre-installation checklist complete and Patch installed, follow our step by step guide.

1. Enter your username and password for the Salesforce organization in which you want to install the package, and then click Log In.

2. To allow users to create a Quote and email a PDF of the quote to customers, we need to enable the Quotes from the Quotes setting, in the Quick Find box, search for Quote, and then click on the Enable Quotes checkbox.

1. A new page will appear to select the page layout

1. After logging in, navigate to the URL and paste the GUMU™ package URL provided by the Greytrix team, and hit Enter on your keyboard.

1. You will be navigated to the Install GUMU™ Installation screen, click on the Install for All Users and click Install.

1. After a few minutes, the package will get installed in your Salesforce org, navigate to Setup > Quick Find > search for Installed Packages (you will see the recently installed packages here).

1. In the same way, install the Quote to Order Flow package so that Orders can be generated from Quotes.

Additional Packages to be installed:

• Last Sync Update Flow

• Log Deletion Flow

1. Upon Package installation, 2 GUMU™ applications will appear in the App Launcher of Salesforce