Installing or Upgrading the Alyce for Salesforce Integration

Installation Prerequisites

• Provide your Alyce team with the name and email address of your integration user as well as your Salesforce Org ID. If installing in a sandbox, please share both sandbox and production details.

• Confirm you have access to Organization Settings within dashboard.alyce.com (dashboard-sandbox.alyce.com for sandbox installations). You will not be able to configure the integration without access to this area. Please get in touch with your CSM if you do not have access.

  

Technical Requirements For Installation

1. Salesforce Professional, Enterprise, or Unlimited Versions supported
2. Access to the Salesforce Web Services API
3. Installation user needs to be an Administrator profile

Post Installation Requirements

Installation & Upgrade Guidelines

Latest Version: 2.8

App Exchange:

Navigate to the Salesforce App Exchange and search for Alyce for Salesforce in the search box.

Select the Alyce app and "Get it now."

Note: there will be a cost of $1 shown. This charge is paid by Alyce and you will not be billed.

Confirm the installation, and Install to Production. You will be redirected to the Salesforce login screen.

1. Select who to install Alyce for.
   • Alyce recommends installing for All Users.  Only your Salesforce users with separate Alyce credentials will be able to use the tool.
   • If "Install for Admin Only" is selected, you must select "Custom Setup" in "Step 1: Security Settings" of the Alyce Administrative Page later in the configuration.
2. Click Confirm and Install.   
   

Approve Third-Party Access

1. Check app.alyce.com, sandbox.alyce.com, and api.rollbar.com.
2. Check "Yes, grant access to these third-party websites."
3. Click Continue.

This process can take several minutes if you have a large user group (Average 1-15 minutes). You will receive an email notification once the installation is complete, or you can leave the installation screen up and do other things while it installs.   

Installation Completion

To ensure proper installation, navigate to your Installed Packages by typing "installed packages" into the Quick Find bar. "Alyce" should be listed under "Package Name."   

Click on "Alyce". 

Click "View" under "Post Install Instructions" on the next screen to navigate to the Alyce Administrative Page.   

Post Installation Requirements

After completing the above steps, please go ahead and go to Configuring the Alyce for Salesforce Integration to complete the connection.

If the above link doesn't work:

1. Switch from Lightning to Classic
2. Attempt with the link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3u000003ap6r Choose a user group to install Alyce into Salesforce.