Demo from your own org

Owned by Jérôme Vincendon (Unlicensed)
Last updated: Dec 11, 2024 by Tim Schuitemaker
3 min read

Install a demo data package that will let you demo common GoMeddo scenarios from your own SDO, Sandbox, Production or Developer org. Or any org really

Need to demo right away with no prep time? Have a look at our preconfigured demo org.

5.1 Install GoMeddo in your Salesforce org

Spin up a Salesforce org (SDO, Sandbox, Developer or any other relevant environment) and Install the latest version of GoMeddo.

5.2 Assign Licences and permissions

GoMeddo License

You can skip this step if you're on a Sandbox

  1. Go to Setup and search for Installed Packages

  2. In the Installed Packages section, click on Manage Licenses next to GoMeddo

  3. In the Licensed Users section, click Add Users

  4. Add the users you want to use GoMeddo

 

GoMeddo Admin Permission Set

  1. Go to Setup and search for Users

  2. Click on the user you want to assign the permission set to

  3. Scroll down to the Permission Set Assignments section

  4. Click Edit Assignments

  5. Select the GoMeddo Admin permission set and click on the Add arrow

5.3 Install GoMeddo Demo Kit package

Screenshot 2024-07-24 at 16.55.37.png
Make sure to select Compile only the Apex in the package

Use this URL to install the package into an SDO, Production or Developer org

  1. After installation, go to AppLauncher and check that you have access to the GoMeddo Demo Kit app

    1. If you don’t, assign the GoMeddo Demo Kit permission set to your user

  2. From the app, click Deploy under the relevant use case

  3. We currently provide the following use cases, click through for more details and a demo script:

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5.4 Support your story

Have a look at our general, education and healthcare slide decks to support your story.

5.5 Good to go!

You should now be good to go We understand that you may still have some questions though, so feel free to reach out to us! We’d be happy to work with you towards a successful demo.

Also have a look at the Resources for slide decks, logos, and more!

5.6 Need additional configuration or extensions?

If you need additional configuration or distinct functionality not covered in the demo-kit package, check the collapsed sections below to get more information. Or just reach out to presales@gomeddo.com for a helping hand

 

GoMeddo extensions

Have a look at our extensions demo guide.

 

Edit the Resource structure

Set up the Resource Types & Resources hierarchy

 

Define calendar titles and hovers

Customise the Reservation fields shown on the calendar and hovers

 

Remove Double Booking permission from System Administrator profile

  • Go to Setup > Profiles

  • Go to the System Administrator profile

  • Under the Custom Permissions section, remove B25.Allow Double Booking

 

GoMeddo Documentation

Have a look at our extensive knowledge base for a real technical deep-dive into GoMeddo.