All Tiers
Install the Send2CRM Essentials Salesforce package:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDo0000000zimIAA
We recommend installing the package for admin users only. The necessary permissions can be easily applied using the included permission set.
Professional, Advanced, Enterprise
After installation of the Essentials package above, install the Send2CRM Analytics package:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDo0000000zirIAA
Again this should be installed for admin users only. The included permission sets should be assigned after installation.
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.
Next Steps