Step 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 FieldAx
Step 3: Installation Options
Once logged in, you’ll see the package installation screen with several options:
Install for Admins Only vs. Install for All Users
- Install for Admins Only: Choose this for initial testing and configuration
- Install for All Users: Recommended for production deployment
Security Settings
Review and approve the security settings:
- API Access permissions
- Object and Field permissions
- Apex Class access
Step 4: Complete Installation
- Click Install to begin the installation process
- The installation typically takes 5-10 minutes
- You’ll receive an email notification when installation is complete
Post-Installation Verification
Verify Package Installation
After installation, verify that FieldAx was installed successfully:
- Navigate to Setup → Installed Packages
- Look for “FieldAx” in the package list
- Verify the version number and installation date
Check FieldAx Apps
Confirm that FieldAx applications are available:
- Click the App Launcher (9-dot grid icon)
- Search for “FieldAx”
- You should see two apps:
- FieldAx (for end users)
- FieldAx Admin (for administrators)
Initial Access
To access FieldAx for the first time:
- Click on the FieldAx Admin app from the App Launcher
- You’ll see the main FieldAx dashboard
- A welcome message or setup wizard may appear for first-time users
Troubleshooting Installation Issues
Common Installation Errors
“Package Not Found” Error
- Verify you’re using the correct installation URL
- Ensure you’re logged into the right Salesforce organization
Permission Errors
- Confirm you have System Administrator permissions
- Check that your organization type supports managed packages
Installation Timeout
- Large organizations may experience longer installation times
- Wait for the email confirmation before attempting to access FieldAx
Getting Help
If you encounter issues during installation:
- Check the installation email for specific error messages
- Review Salesforce Setup Audit Trail for installation details
- Contact FieldAx support with:
- Your organization ID
- Screenshot of any error messages
- Installation email details
Next Steps
After successful installation, proceed to the Basic Configuration section to:
- Configure domain settings
- Set up application preferences
- Customize layouts and user interface
- Begin creating your organizational data
The installation process establishes the foundation for your FieldAx implementation. Proper configuration in the following sections will ensure optimal performance and user adoption.