Congratulations, you have successfully installed Inspire Planner into your Salesforce organization. You are almost ready to start creating your project plans. There are few simple steps remaining to complete the application setup. If you just installed the trial version of Inspire Planner, then follow the Trial Version instructions listed below. If you have a licensed version of Inspire Planner, follow the Licensed Version set of instructions below.
Trial Version
- Authorize the external project viewer for sharing projects with contacts (Not applicable to Professional Edition customers)
- Navigate to Setup > Installed Packages
- Click Configure link under Inspire Planner, this will launch the Inspire Planner settings page
- Click Enable External Sharing button, this will launch an authorization page
- Click the Allow button
- Close page
- Confirm Steaming API setting is enabled in your Org (Not applicable to Professional Edition customers)
- Navigate to Setup > Customize > User Interface
- From the User Interface configuration page, scroll down to the Setup section and check off Enable Streaming API
- Click Save
- Assign permission set to users
- Navigate to their user record by going to Setup > Manage Users > Permission Sets
- Click on 'Inspire Planner Standard User = v1.12 Permissions' permission set
- Click the Manage Assignments button, then click the Add Assignments button
- Select the users who need access to Inspire Planner via the checkboxes
- Click the Assign button
- Add Inspire Planner related list to your Page Layout. Repeat steps below for all desired objects. Example below is for Accounts.
- Navigate to Setup > Customize > Accounts > Page Layouts
- Select your desired Page Layout and click the Edit link
- From the Page Layout toolbar, click Related Lists
- Locate Projects and drag and drop the related list to your desired position
- From the Projects related list, click the wrench icon
- Select your desired fields to display (we recommend Project Name, Description, Opportunity, Campaign, Case, Created By), then click OK
- Click Save
- Click Yes if prompted
Licensed Version
- Authorize the external project viewer for sharing projects with contacts (Not applicable to Professional Edition customers)
- Navigate to Setup > Installed Packages
- Click Configure link under Inspire Planner, this will launch the Inspire Planner settings page
- Click Enable External Sharing button, this will launch an authorization page
- Click the Allow button
- Close page
- Confirm Steaming API setting is enabled in your Org (Not applicable to Professional Edition customers)
- Navigate to Setup > Customize > User Interface
- From the User Interface configuration page, scroll down to the Setup section and check off Enable Streaming API
- Click Save
- Assign Inspire Planner licenses to your users
- Navigate to Setup > Installed Packages
- Click Manage Licenses link under Inspire Planner, this will launch the license assignment page
- Click the Add Users button
- Select your desired users and click Add
- You will now see your selected users under the Licensed Users list
- Assign permission set to users
- Navigate to their user record by going to Setup > Manage Users > Permission Sets
- Click on 'Inspire Planner Standard User' permission set
- Click the Manage Assignments button, then click the Add Assignments button
- Select the users who need access to Inspire Planner via the checkboxes
- Click the Assign button
- Add Inspire Planner related list to your Page Layout. Repeat steps below for all desired objects. Example below is for Accounts.
- Navigate to Setup > Customize > Accounts > Page Layouts
- Select your desired Page Layout and click the Edit link
- From the Page Layout toolbar, click Related Lists
- Locate Projects and drag and drop the related list to your desired position
- From the Projects related list, click the wrench icon
- Select your desired fields to display (we recommend Project Name, Description, Opportunity, Campaign, Case, Created By), then click OK
- Click Save
- Click Yes if prompted