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How to install SimplyChat package

Follow this step-by-step guide to install SimplyChat.

Pre-installation checkpoints

  • Your Salesforce platform must satisfy the following requirements.

    • Enterprise Edition or Unlimited Edition.

    • Service Cloud is required.

    • Enable the Omni-Channel feature.

      • Check out how to activate Omni-Channel here.

  • To use SimplyChat, you must first cancel your existing KakaoTalk consultation service.

Preparing to install a package

  • Contact Windmillsoft to obtain the following information required for package installation.

    • Package ID

    • Installation key

How to install a package

  • Replace "lightning/page/home" in the URL with the package installation address shown below and navigate to it.

    • packaging/installPackage.apexp?p0=[package ID]

  • Enter the installation key > Select [Install for All Users] > Select the check box > Click [Install]

    • Select the check box to agree to install an application that has not been approved by Salesforce AppExchange.

    • If the check box is not selected, you cannot proceed with the package installation.

  • If the check box is not selected, you cannot proceed with the package installation.

    • Select the check box to grant the CSP Trusted Site access to your Salesforce platform.

    • If you do not grant access to the third-party websites, you cannot proceed with the package installation.

  • You can verify that the package installation has been completed in the following ways.

    • Installation completion email

    • > [Setup] > Quick Find > [Installed Packages]

Installation completion mail
Installed Packages

Installation completion email

  • If you do not agree to the installation and authorization, you cannot proceed with the package installation.

  • Package installation may take a long time.

    • Click [Done] to view the package installation status.

Windmillsoft offers an installation service to help you install and configure SimplyChat more easily.

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