Salesforce Package Post-Installation Checklist

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1. User Management

Go to the Alyce Teams tab, to see the Alyce teams your user is associated with, along with all Salesforce users connected to the team. If you are prompted with a sign in box, please use your Alyce credentials to log in. You should be able to see your teams if you are properly connected.

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2. Gift Invitation Tab

You can go to the Alyce Gift Invitation tab, a list view based tab created from the Alyce Gifts object by default. If you are able to see the gift invitation tab (may or may not have information in there depending on if your org has sent gifts yet), you have properly installed the Gift Object. 

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Thats it! If you have any questions on next steps with using Salesforce, please reach out to your CSM.

 

 

 

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