Package installation link:
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All Tiers
Install the Send2CRM Essentials Salesforce package:
Send2CRM Connector on AppExchange
We recommend installing the package for admin users only. The necessary permissions for other users can then be easily applied using the included permission set.
Advanced, Advanced Plus, Enterprise
After installation of the Essentials package above, install the Send2CRM Analytics package:
Again this should be installed for admin users only. The included permission sets should be assigned after installation.
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This documentation includes all functionality available in both packages. If you’ve only licensed the Essentials, items related to visitor analytics and personalization will not be available. |