Install the Call Planner Package

1. Open the Call Planner package installation URL in your browser. This is provided by your Altify engagement manager.
2. Log into Salesforce.com with your administration username and password.
3. The Install window opens. Select Install for Admins Only.

IMPORTANT: Do not select either of the other options. This could corrupt user profiles. (These settings are not needed because access to Call Planner is controlled through licensing and permission set allocation.)

4. Click Install.



5. After a short interval, a screen appears confirming that the package has been installed. Click Done. When the installation is complete, you will receive a confirmation email from support@salesforce.com.