You’ll need someone with Salesforce admin skills to manage the setup process. However, if you are familiar with the basics of assignment and workflow rules, queues, and views, you’ll find the setup process fairly straightforward.
No. Simply click “Get it now” in the AppExchange listing and follow the instructions. If you get stuck, you can access our easy-to-follow help guides and videos, or give us a shout.
This varies widely by company and depends on the complexity of the process you follow. Some businesses’ systems are up and running within hours, while others take months to consider how they might roll out the installation alongside other process changes.
Typically, mid-sized organizations with 50 to 100 reps take three to four weeks to reach an initial live configuration. They then continue to tweak their setup as the business grows and changes.
