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PIMS Installation Guide



The installation of PIMS is simple and works like any other Appexchange product. You can install PIMS into your org (environment) which is also known as a "subscribing org" in a matter of clicks.

Prerequisites



 Important

    i)   The Multi-Currency feature for your organization should have already been enabled by Salesforce.com. If your subscribing org does not have Multi-Currency enabled, please log a case with Salesforce.com and request the activation of this feature.

    ii)   Create 2 user profiles in your organization under Setup | Manage Users | Profiles

    Clone the "Standard User" profile delivered by Salesforce.com to create the profiles:
    PIMS Administrator
    PIMS Standard User



Begin Installation



The installation is started from the AppExchange listing. At the listing, click the Get It Now button to get the process started.

Enter your Salesforce.com credentials as this will identify the subscribing org into which you are downloading PIMS.


Screenshot 1:

Click Continue

 Package Installation Details




Screenshot 2:

Click Next

 Approve Package API Access




Screenshot 3:

Click on the Select security settings radio button
Assign the 2 profiles being imported as part of the PIMS managed package (select from the picklist), to the 2 profiles you had created during the Prequisite step
Click Next

 Choose Security Level




Screenshot 4:

Click Install

 Install Package




Screenshot 5:

Click Deploy Now

 Install Complete




Screenshot 6:

Review the Package Components
Click Deploy

 Deploy Package




Screenshot 7:

Review the all the PIMS package components
Installation is complete

 Installation Package Details




Screenshot 8:

Select the Partner Incentives application from the list of installed applications

 Partner Incentives




Screenshot 9:

The managed package has now been successfully installed.
There are no users assigned to the 2 PIMS user profiles, therefore at this stage only those users with the System Administrator profile will be able to view the PIMS application.
Please continue to the Post Installation Steps to perform the necessary configuration steps of the PIMS application.

 View Partner Incentives (aka PIMS) App




 Tip

    In the event you run into any issues during the installation of the PIMS managed package or during the post installation steps, please contact our support at:

    support@greyeyelashsystems.com