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Install the Account Hierarchy Custom Fields and Permissions Prebuilt App Package

Install the Account Hierarchy Custom Fields and Permissions Prebuilt App Package

To get access to custom fields, permission sets, dimension sources, and apex classes and triggers for the Calculate Forecasts for Accounts in a Hierarchy prebuilt app, first install an unmanaged package in Salesforce. The custom fields are added to the Advanced Account Forecast Fact object when you install the package. The permission set can be assigned to admins and account managers who manage forecasts.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To install the package: Download AppExchange Packages
  1. In a browser, enter the installation URL. Choose the installation URL based on where you want to install the package.
    Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWs000000lEQv
    Sandbox: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tWs000000lEQv
  2. Enter your username and password for the Salesforce org where you want to install the package, and then click Log In.
  3. Select Install for All Users, and click Install.
    The package can take a while to install. An email is sent when the installation is completed.
  4. Click Done.
    Check the Installed Packages page in Setup to verify that the Account Hierarchy Custom Fields and Permissions package is installed.
 
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