Installation Guide

1. Package Installation

Step one – Log in to your org on Salesforce.com.

Step two – install the CloudBudget Express v1.11.

Notice!!! Only the admin or user with admin roots can install the packages on the org.

Install the base package into the org. The package includes sObjects and libraries in static resources.

Note: Sandboxes do not require licenses, but production environments do. You can request additional licenses from CB support.

1. Get the most up-to-date package version using this link: CloudBudget Package.

The CB team will update the package version automatically. To install the CloudBudget package, first copy the portion of the package installing URL after “.com/” as shown in the screenshot.

The CloudBudget support team will provide the link:

2. Paste the package link in the browser address field as shown in the screenshot and press “Enter”.

3. Select “Install for All Users” and click the “Install/Upgrade” button.

4. The installation will take a few minutes.

5. After the installation, you will receive a confirmation email.

6. Ensure the package is installed by checking the installed packages in the org setup.

Step Three: Access CloudBudget Express

1. Go to the nine dots (App Launcher) and search ‘Express‘.
2. Select the installed package CloudBudget Express.