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Installation

Try Before You Buy​

We recommend trying our application before making any purchase decisions. You can install the Eagleview for Salesforce app in either your Salesforce production or sandbox environment:

  • Production Installation – Activates a fully-featured 10-day free trial.
  • Sandbox Installation – Provides an indefinite trial, intended exclusively for testing purposes.

Salesforce follows a standard installation process for all applications. Follow the steps below to install the Eagleview Integration app in your Salesforce environment.

Installation Steps​

1. Log in to Salesforce

  • Ensure you have administrator permissions before proceeding with the installation.

2. Access the AppExchange Listing

  • Navigate to the Eagleview for Salesforce app listing on Salesforce AppExchange.
    • To install in Production, click Get It Now button.
    • To install in a Sandbox, click Try It button.

3. Confirm Installation

  • Agree to the terms and conditions.
  • Click “Confirm and Install”.
  • If prompted, log in with your Salesforce administrator credentials.

4. Set User Access (Recommended)

  • Select “Install for Admins Only” to prevent unnecessary permission assignments.
  • After installation, manually assign the required permissions to specific users.
⚠ Note:

If you select “Install for All Users”, the app will be visible to all, even if they lack full permissions. Some features may still be accessible.

5. Complete the Installation

  • Once the installation is finished, click “Done”.