Overview

In this guide, we will walk you through the installation and setup process for MergeUp.

Steps

1. Install the managed package from the Salesforce AppExchange. When installing, choose the option to install for admins only.

2. Once the installation is complete, navigate to "Permission Sets" in Setup and assign the "MergeUp Setup" permission set to your user.

   

Next Steps

• Proceed to the Step 2: Setup Authentication article for the next set of instructions.

• Additional Resources

  • Install a Package (salesforce.com)
  • Assign a Permission Set (salesforce.com)