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Installing Viewpath PM in Salesforce

Cheryl Wetherington -

To install Viewpath PM for Salesforce inside your Salesforce environment, you must be a Salesforce Administrator. Select "Get It Now" from the Salesforce AppExchange listing.


Select the option to "Install for All Users". If you select one of the other options, your Salesforce permissions could keep resources from seeing their project or task information. Permissions in Viewpath are controlled project-by-project within the Viewpath app. 



Grant third-party access to Viewpath.



Click the Activate Installation green button AND the Authorize API green button. Both must be successfully activated to use Viewpath PM in Salesforce.



That's it - you're ready to go! If you have already created Viewpath projects in the Viewpath app, use the Connect to Existing feature. If you are creating new projects, you can do that from template both in Salesforce or in the Viewpath app. Check out our Overview video for high level of features and functionality of Viewpath PM for Salesforce.
 
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