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Installation and Upgrades
Learn how to install or upgrade Insurance in your org. Your tasks include pre-requisite steps, package installation, Installation Assistant steps, and post-install or post-upgrade tasks.
For a complete list of Insurance packages available, see Insurance Package Information.
Installation and Upgrade Instructions
- Complete Prerequisite Tasks for Insurance.
- If you're installing for the first time, see Install Insurance. Otherwise see Upgrade Insurance.
- Prerequisite Tasks for Insurance
Insurance uses some Salesforce features that aren't enabled by default in a typical org. To ensure Insurance works correctly with Salesforce, complete certain tasks and verify certain settings before you install or upgrade Insurance packages. - Install Insurance
Install Insurance for the first time. - Upgrade Insurance
If you already use Insurance and you're ready to upgrade to a recent release, you're in the right place. Learn how to prepare and complete your upgrade so you can start using all the great features now available.
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