Note: A manual step is required if the org does not have a domain name set.
Visit our listing on the App Exchange.
The app is available for a 15 day free trail.
Press the ‘Get It Now’ button.
Log into AppExchange
Select if you wish to install into a Production or Sandbox org:
Log into the org you need to install into.
Confirm Installation details with checkbox and hit ‘Confirm and Install’ button.
Select ‘Install for Admins Only’
The App can be launched from the App Launcher (icon or text link)
Additional Step if Domain Name Not Used
There is no need to make any setting changes if the org has a Domain name defined. If you have a Domain set you will have a url like domainname.my.salesforce.com – To confirm, see setup/ domain management/ my domain.
If your org does not have a Domain name defined then you need to add a Remote Site Setting to allow the org to talk to itself to access the Salesforce tooling API.
To set a Remote Site Setting – Setup / Security Controls / Remote Site Settings
Enter the URL of the org into the Remote Site URL.
