How to Install GoMeddo Floorplan

You can install GoMeddo Floorplan by copying the url next to the latest release from this page: Install the latest version. This will bring you to your Salesforce environment and, once authenticated, you are able to install the package in your environment.

Replacing the url with from https://login.salesforce.com to https://test.salesforce.com allows you to install the package on your sandbox environment.

Please make sure that My Domain is enabled in your environment.

 


Step 1 - Install the package

After you’ve authenticated yourself, you get the option to install the package in your environment. Because GoMeddo Floorplan is currently not listed on the Salesforce AppExchange you need to acknowledge that you are installing this package by actively checking the checkbox. Then, select “Install for Admins Only” and continue with the installation.

Step 2 - Assign GoMeddo Floorplan licenses to users

In production environments, you need to assign a GoMeddo Floorplan license to your users. You can do this in the Installed Packages section of your Salesforce setup. Click the Manage Licenses link next to the GoMeddo Floorplan package. And press Add user on the following page to assign it to users in your system.

Step 3 - Assign the GoMeddo Floorplan Permission Set

GoMeddo Floorplan comes with two permission sets. You need to assign either a GoMeddo Floorplan user or GoMeddo Floorplan Admin permission set to your users.

The differences between these permissions sets are explained on this page: Packaged Permission sets