Category
Zenroute Setup
ZenRoute Installation from AppExchange
This guide provides step-by-step instructions for installing the ZenRoute app from Salesforce AppExchange into your Salesforce instance. The ZenRoute app helps automate lead routing, account matching, and other essential CRM processes within Salesforce.
Prerequisites
A Salesforce account with System Administrator or AppExchange Installer permissions.
Access to Salesforce AppExchange.
Step 1: Log in to Salesforce
Go to the Salesforce Login Page and enter your credentials.
Ensure you have the necessary permissions to install apps.
Step 2: Access Salesforce AppExchange
Open your browser and go to Salesforce AppExchange.
Sign in with your Salesforce credentials.
Use the search bar to search for "ZenRoute".
Step 3: Select the ZenRoute App
From the search results, click on ZenRoute.
Review the app details, features, and user reviews to ensure it meets your requirements.
Step 4: Install the App
Click the Get It Now button.
Choose the Salesforce environment where you want to install ZenRoute (Production or Sandbox).
Click Confirm and Install.
Step 5: Choose Installation Option
You will be prompted to choose the installation option:
Install for Admins Only: If you are installing for yourself or your admin team.
Install for All Users: If you want to install the app for all users in your Salesforce org.
Install for Specific Profiles: If you want to install the app only for selected user profiles.
Select the option that best fits your needs and click Install.
Step 6: Grant Permissions
During installation, you may be asked to grant certain permissions.
Make sure you allow all necessary permissions for the app to function properly.
Click Continue when prompted.
Step 7: Review and Confirm Installation
After reviewing the permissions, click Continue.
Salesforce will begin installing the app. This may take a few minutes.
Step 8: Complete Installation
Once the installation is complete, you will see a confirmation message.
Click Done to finish the process.
Congratulations! ZenRoute is now installed and ready to use in your Salesforce environment. Configure routing rules, automate lead assignments and optimize your CRM workflows efficiently.