Getting Started
Installing the FieldAx Package
Last Updated: 07/10/2025Step 1: Access the Installation URL Use the following package installation URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIU000000yer1 Copy and paste this URL into your browser You’ll be redirected to the Salesforce login page if not already logged in Step 2: Login to Salesforce Enter your Salesforce credentials Ensure you’re logging into the correct organization where you want to install...
Pre-Installation Requirements
Last Updated: 07/10/2025Overview FieldAx is a cloud-based Field Service Management (FSM) platform built on Salesforce’s secure Force.com infrastructure. This guide will walk you through the installation process for the FieldAx managed package in your Salesforce organization. Prerequisites Before installing FieldAx, ensure your Salesforce organization meets these requirements: Salesforce Edition: Enterprise Edition organization (Trial version is acceptable) User...