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Install the Send2CRM Essentials Salesforce package:https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDo000000xmTGIAY

Send2CRM Essentials on AppExchange

We recommend installing the package for admin users only. The necessary permissions can be easily applied using the included permission set.

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After installation of the Essentials package above, optionally install the Send2CRM Analytics package:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDo000000xmsGIAQSend2CRM Professional on AppExchange

Again this should be installed for admin users only. The included permission sets should be assigned after installation.

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