Surprised by the success of subscriptions, José asks Linda to find a technical solution to handle this new situation. They need a tool to manage subscriptions and manage billing at the same time. Since they prefer - of course - to stay in the Salesforce ecosystem, Linda starts her search in AppExchange.
After having followed a demo with the sales team of Frisbii with José, both are convinced to have found the application that corresponds to their needs. Linda is looking forward to proceed with the installation.
Installing from AppExchange
Before we begin, Linda remembers this Trailhead article: Installing AppExchange packages (also as a superhero), which explains the differences between managed and unmanaged packages and how to install a package in your organization.
Steps
1. Go to Setup > Home.
2. Type AppExchange in the search bar.
3. Click on AppExchange Marketplace
4. Click on Go To AppExchange
A window will open.
5. Type Frisbii in the search bar.
6. Then click directly on the given result.
7. Click on Get It Now.
8. In the new window that opens, click on the Log In button.
9. Log in to your Salesforce account
10. After connecting via Salesforce, authorize access for appexchange_api by clicking on the Authorize button.
11. Choose Install in Sandbox to test before installing in production.
12. In the new window, the installation wizard asks you to confirm the installation. Complete your profile if necessary by clicking on Edit Profile.
Alternatively, check the I have read and agreed to the terms and conditions box and then click on the Confirm and Install button.
Here we are! Frisbii App is installed.
Assigning Frisbii licences
Please consult this article Administration - User management - licence assignment and follow the procedures to assign the licences.
Attributing Frisbii permission sets to the users
Please consult this article Administration - User management - Give permission sets to Frisbii users and follow the procedures to assign the licences.
For more information
Frisbii Knowledge base :
Trailhead :