Estimated setup time: 15 minutes
Welcome to Avochato for Salesforce! Follow the instructions below to get started!
In order to properly configure Avochato for Salesforce, make sure a user with the System Administrator profile carries out the following instructions
In order to setup all licenses and permissions sets, you can use one of the two following options:
Use the Avochato Setup tab within Salesforce to do all the setup items in this section! The setup page also shows you the current status of your licenses, permissions, and connected apps.
Avochato Setup within the App Launcher (3 by 3 dots icon in the left side of the Salesforce header) to access the setup page and follow the steps on screen.
NOTE: The Avochato Setup tab only works for Salesforce Lightning. Salesforce Classic users can still use the manual steps specified in Section II.2 below.
Click into the follow page below for step by step guidance through the Avochato Setup tab
Avochato Setup Tab