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

I. 🎬 Login & Install

II. 👷‍♂️ Apply Licenses & Permission Sets

In order to setup all licenses and permissions sets, you can use one of the two following options:

1. Simple Setup via the Avochato Setup Tab

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.

Type in 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

2. Manual Setup via the Salesforce Setup UI