You can install the FieldExpert or ShiftExpert in a new Trial environment or in an existing Salesforce org where you have administrative permissions.


 

  1. Installing in a new trial environment
    1. Go to the App page in the Appexchange:
      1. FieldExpert – https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q5EZEAY
      2. ShiftExpert – https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q5EZEAY
    2. Click on the ‘Get it Now’ green button.
    3. Select ‘I don’t have a login’.
    4. Select ‘Install in a new free trial’.
    5. Fill up the form – make sure the username you enter is unique (Not one of your existing usernames for Salesforce).
    6. Tick the ‘Terms and conditions’ checkbox and click on ‘Sign me up’.
    7. An email will be sent to the email address you have provided in the form from step e. Click on the link and follow the instructions to create a password.
    8. Enjoy your new free Expert trial environment packed with Sample data!

  2. Installing on an existing Salesforce org
    1. Log in to your org.
    2. In the following steps you will be creating new profiles to the different user types that will be using the app – Expert Admin, Expert Planner/Dispatcher and an Expert Employee.
    3. Create 3 new profiles. Click ‘New Profile’.
    4. Select existing profile – ‘Standard User’
    5. Enter profile name –
      1. If you are installing FieldExpert use the following names: ‘FieldExpert Admin’ \ ‘FieldExpert Planner’ \ ‘FieldExpert Employee’.
      2. If you are installing ShiftExpert use the following names: ‘ShiftExpert Admin’ \ ‘ShiftExpert Planner’ \ ‘ShiftExpert Employee’.
    6. Click ‘Save’.
    7. Browse to the install page:
      1. For FieldExpert go to http://expert.clicksoftware.com/fieldexpert/install-fieldexpert/
      2. For Shift Expert go to http://expert.clicksoftware.com/shiftexpert/install-shiftexpert/
    8. Select your environment type in the drop/down button: Sandbox or Production.
    9. Click ‘Install ClickBase’.
    10. Select ‘Install for Specific Profiles’
    11.  Match each of the three new profiles to the right access level.
      FieldExpert Admin –> FieldExpert Admin
      FieldExpert Employee –> FieldExpert Employee
      FieldExpert Planner –> FieldExpert Planner
      (Follow the same logic for ShiftExpert, Just replace ‘FieldExpert’ with ‘ShiftExpert’)
    12. Click ‘Install’.
    13. After receiving the email confirmation that the package was installed successfully, browse again to http://expert.clicksoftware.com/fieldexpert/install-fieldexpert/
    14. Click ‘Install FieldExpert’.
    15. Select ‘Install for Specific Profiles’
    16. Match each of the three new profiles to the right access level.
      FieldExpert Admin –> FieldExpert Admin
      FieldExpert Employee –> FieldExpert Employee
      FieldExpert Planner –> FieldExpert Planner
      (Follow the same logic for ShiftExpert, Just replace ‘FieldExpert’ with ‘ShiftExpert’)
    17. Click ‘Install’.
    18. Check ‘Yes, grant access to…’ and click ‘Continue’.
    19. Enjoy!