Follow these instructions to perform a clean install and configure GoMeddo after installing the package
1
...
.
...
You will find the latest installation link here: Install the latest version
| Note |
|---|
Important! Make sure to always install “For Admins Only” and that Folders and Enhanced Sharing is enabled for Lightning Email Templates |
If you receive an error that the install is failing because of either ‘(Booker25EmailTemplates) To create email template folders, enable Folders and Enhanced Sharing.’ or `(GoMeddoOrangeBlackFav) You do not have the level of access necessary’, please follow these steps.
2. Assign Licenses
Assign GoMeddo licenses and Permission Sets to any user in your org that will work with the GoMeddo calendar:
Assign Licenses & Permission Sets
3. Remove Double Booking permission from System Administrator profile
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
4. Set permissions
Enable real-time calendar updates
Make sure relevant users see updates on the calendar in real-time:
Enable real-time calendar updates
(Optional) Add Reservation Contact permissions
If you intend to link multiple Contacts to Reservations, follow this article:
Add Reservation Contact permissions
5. Start configuring GoMeddo
Add Resources to your org
Define a Resource Type and Resource hierarchy for your org:
Set up the Resource Types & Resources hierarchy
Set up the reservation titles and hovers
Define what information should be shown on the Reservation blocks and the Reservation hovers:
Customise the Reservation fields shown on the calendar and hovers
6. 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:
Create a full copy sandbox.
Create a partial sandbox and migrate all your GoMeddo config data from production to the new sandbox.
Create a partial sandbox and reset the GoMeddo config data
The last option is fairly low effort and can be enough if you only want to test certain functionality. How to reset GoMeddo's configuration is described here:
Reset configuration data (Sandbox Refresh)
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
| hidden | true |
|---|
...
Assign permission set
Assign the GoMeddo Events Permission set to the admin & API User
2. Authenticate
Use your API user to authenticate and set-up a connection with the event registration website.
Go to GoMeddo Configuration to authenticate your user
Press authenticate
Claim a slug for your account (this will be part of the URL used where your event visitors can register to the event)
Let’s say your want your slug to be:
events.gomeddo.com/hollanduniversity/openday
You choose slug: “hollanduniversity”, important to know if this slug will apply to all your events.