--- title: "Installation" slug: "premiers-pas-avec-frisbii-installer-frisbii" updated: 2025-09-30T14:46:51Z published: 2026-01-07T10:04:05Z canonical: "help.frisbii.com/premiers-pas-avec-frisbii-installer-frisbii" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Installation 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. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/Linda .png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A38Z&se=2026-10-27T23%3A52%3A38Z&sr=c&sp=r&sig=UEmim0QblZ5WKZ0ptUrWmBhzGk687gun3clHKDQSdro%3D) 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)](https://trailhead.salesforce.com/en/content/learn/modules/appexchange_basics/appexchange_basics_install), 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** ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-SPCNWPWO.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A38Z&se=2026-10-27T23%3A52%3A38Z&sr=c&sp=r&sig=UEmim0QblZ5WKZ0ptUrWmBhzGk687gun3clHKDQSdro%3D) A window will open. 5. Type **Frisbii** in the search bar. 6. Then click directly on the given result. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-83212SFN.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A38Z&se=2026-10-27T23%3A52%3A38Z&sr=c&sp=r&sig=UEmim0QblZ5WKZ0ptUrWmBhzGk687gun3clHKDQSdro%3D) 7. Click on **Get It Now**. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-3VPL7UL1.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A38Z&se=2026-10-27T23%3A52%3A38Z&sr=c&sp=r&sig=UEmim0QblZ5WKZ0ptUrWmBhzGk687gun3clHKDQSdro%3D) 8. In the new window that opens, click on the **Log In** button. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-CO9BT7P4.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A38Z&se=2026-10-27T23%3A52%3A38Z&sr=c&sp=r&sig=UEmim0QblZ5WKZ0ptUrWmBhzGk687gun3clHKDQSdro%3D) 9. Log in to your Salesforce account ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-01C0JUGM.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A38Z&se=2026-10-27T23%3A52%3A38Z&sr=c&sp=r&sig=UEmim0QblZ5WKZ0ptUrWmBhzGk687gun3clHKDQSdro%3D) 10. After connecting via Salesforce, authorize access for appexchange_api by clicking on the Authorize button. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-6PL9EBFQ.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A38Z&se=2026-10-27T23%3A52%3A38Z&sr=c&sp=r&sig=UEmim0QblZ5WKZ0ptUrWmBhzGk687gun3clHKDQSdro%3D) 11. Choose **Install in Sandbox** to test before installing in production. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-IHKAX536.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A38Z&se=2026-10-27T23%3A52%3A38Z&sr=c&sp=r&sig=UEmim0QblZ5WKZ0ptUrWmBhzGk687gun3clHKDQSdro%3D) 12. In the new window, the installation wizard asks you to confirm the installation. Complete your profile if necessary by clicking on **Edit Profile**. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-QQLWF875.png?sv=2026-02-06&spr=https&st=2026-10-27T22%3A52%3A38Z&se=2026-10-27T23%3A52%3A38Z&sr=c&sp=r&sig=UEmim0QblZ5WKZ0ptUrWmBhzGk687gun3clHKDQSdro%3D) 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](/articles/en_US/Knowledge/la-gestion-des-utilisateurs-a-partir-de-la-version-Spring-20) 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](/articles/en_US/Knowledge/give-access-to-Sofacto-users) and follow the procedures to assign the licences. ## For more information - Frisbii Knowledge base : - [Frisbii Product Data Sheet COM-0012](/articles/en_US/Knowledge/Data-Sheet) - Trailhead : - [Installing AppExchange packages (also as a superhero)](https://trailhead.salesforce.com/en/content/learn/modules/appexchange_basics/appexchange_basics_install) - [Control Access to Objects](https://trailhead.salesforce.com/en/content/learn/modules/data_security/data_security_objects) ##