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    Post Install Instructions

    Congratulations! Now that you have successfully installed the Inspire Planner App on to your Salesforce organization, you are almost ready to start creating your...

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    Admin Guide - Assign or Remove Inspire Planner Licenses from Users

    A user will need an Inspire Planner License to be able to see and use all the features that come with the Inspire Planner App. This help article will walk you...

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    Purchasing or Modifying Inspire Planner Licenses

    Thank you for choosing Inspire Planner! Purchasing additional Inspire Planner licenses or exploring Success Plan options is quick and straightforward...

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    Admin Guide - Assigning Inspire Planner Permission Set

    Last Modified On: November 13, 2024 A permission set is a collection of settings and permissions that give users access to various tools and functions...

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    Uninstalling Inspire Planner

    We are sad to see you go but should you need to uninstall Inspire Planner, this help article will show you how. Before you can uninstall Inspire Planner...

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    Enable Inspire Planner User Setting for Inspire Planner Users

    After installing Inspire Planner and assigning Inspire Planner licenses to your users, you would also need to enable the Inspire Planner User field on each user...

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    Understanding the Need for an Inspire Planner License in Salesforce

    To fully leverage the features and functionalities that Inspire Planner offers, users must be equipped with an Inspire Planner license. In this article, we...

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