Follow these instructions to perform a clean install and configure
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GoMeddo
1. Install
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GoMeddo.
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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
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GoMeddo licenses and Permission Sets to any user in your org that will work with the
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GoMeddo calendar:
Assign Licenses & Permission Sets
3. Remove Double Booking permission from System Administrator profile
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This step is no longer needed in newer versions of GoMeddo, so if you don’t see this permission on the System Admin profile you can skip this step |
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
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GoMeddo
Add Resources or Dimension records to your org
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This step depends on the objects you want to schedule. Is this a new Salesforce and GoMeddo implementation? Then we suggest using our Resource object. Do you already have an object with data that you want to schedule, then use our Dimensions functionality. An example of this would be if you already have a collection of Assets that you want to schedule. Or perhaps you have an existing custom object that represents Cars in your fleet. |
Resources
Define a Resource Type and Resource hierarchy for your org:
Set up the Resource Types & Resources hierarchy
Dimensions
Learn how to use our Dimensions, and how to configure them
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
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GoMeddo installed on your production org, and you create a partial sandbox,
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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
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GoMeddo configuration, there are several options:
Create a full copy sandbox.
Create a partial sandbox and migrate all your
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GoMeddo config data from production to the new sandbox.
Create a partial sandbox and reset the
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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
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GoMeddo's configuration is described here:
Reset configuration data (Sandbox Refresh)
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