Documentation / Installation Guide

Installation Guide

Step-by-step instructions to install CalView in your Salesforce org.

System Requirements

Before installing CalView, ensure your Salesforce org meets these requirements:

• Salesforce Edition: Enterprise, Unlimited, or Developer Edition
• Lightning Experience: Must be enabled
• API Access: Required for package installation
• User Permissions: System Administrator profile or equivalent

Step 1: Download the Package

Download the CalView managed package from your purchase confirmation email or from the license delivery page.

Step 2: Install the Package

1. Log in to your Salesforce org as a System Administrator
2. Navigate to Setup → Apps → Packaging → Installed Packages
3. Click Install a Package
4. Enter the package installation URL from your download
5. Click Continue
6. Select Install for All Users (recommended) or choose specific profiles
7. Click Install
8. Wait for the installation to complete (may take a few minutes)

Step 3: Assign Permission Sets

CalView includes two permission sets:

• CalView_Admin: For administrators who need to create and configure calendars
• CalView_User: For end users who only need to view calendars

To assign permission sets:

1. Go to Setup → Users → Permission Sets
2. Click on CalView_Admin or CalView_User
3. Click Manage Assignments
4. Click Add Assignment
5. Select the users and click Next, then Assign

Step 4: Activate Your License

After installation, you need to activate your license:

1. Open the CalView Admin app from the App Launcher
2. Click on License Settings in the navigation
3. Enter your license key (from your purchase confirmation)
4. Click Activate License
5. You should see a success message confirming activation

Step 5: Verify Installation

To verify CalView is installed correctly:

1. Open the App Launcher and search for "CalView"
2. Click on CalView Admin
3. You should see the CalView home page with options to create calendars

Next Steps

Now that CalView is installed, you're ready to create your first calendar:

• Configuration Guide - Learn how to create and configure calendars
• Admin Reference - Detailed settings and permissions information
• User Guide - Help end users get started

Troubleshooting

Installation fails with "insufficient access rights"

Ensure you're logged in as a System Administrator and your org has API access enabled.

License activation fails

Verify that your license key is entered correctly and matches your Salesforce Org ID. Contact support if issues persist.

CalView app doesn't appear in App Launcher

Ensure you have the CalView_Admin permission set assigned to your user.