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Assign GoMeddo licenses and Permission Sets to any user in your org that will work with the GoMeddo calendar:
Assign Licenses & Permission Sets
3.
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When installing a package, Salesforce automatically assigns all custom permissions in that package to the System Administrator profile. This is fine for all permissions except the Double Booking permission, as this can give the impression that the conflict checking is not working. Only assign this permission deliberately to users who should always be able to double book.
Go to Setup > Profiles
Go to the System Administrator profile
Under the Custom Permissions section, remove B25.Allow Double Booking
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Set permissions
Enable real-time calendar updates
Make sure relevant users see updates on the calendar in real-time:
Jira Legacy
showSummary | false |
---|---|
server | System JIRA |
serverId | 1bbe2cac-e49e-31df-945c-c9c988bf6adb |
key | GD-3852 |
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Add Reservation Contact permissions
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4. Start configuring GoMeddo
Add Resources or Dimension records to your org
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Customise the Reservation fields shown on the calendar and hovers
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5. Migrating to a Sandbox
If you have GoMeddo installed on your production org, and you create a partial sandbox, GoMeddo will most likely not work properly. This is due to not all configuration records being copied to the sandbox. If you want to maintain your production org's GoMeddo configuration, there are several options:
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