Basic Setup - Step 1 - Configure the Salesforce usage of SharinPix

  • Go to Salesforce Setup and type Connected in the Quick Find Box

    • Then click Manage Connected Apps

  • From the list, click Edit next to the Albums Connected App.

  • Change the value of Permitted Users from All users may self-authorize to Admin approved users are pre-authorized

  • Click on Save when done

Alert ?

Just click on OK. You're about to give permission to the profiles that will be using this.

Manage Profiles

  • Go back to Manage Connected Apps, then click on Albums.

  • Next, scroll down to Profiles and click on Manage Profiles.

Grant SharinPix Access to Profiles.

We will grant yourself access for now, therefore:

  • Select System Administration

  • Click Save when done

Assign SharinPix Licenses to Salesforce Users

circle-exclamation

To assign SharinPix licenses to Salesforce users, follow the steps below:

  • From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages

  • Click on Manage Licenses next to the package ImageManagementBySharinPix

  • Add or remove the licenses corresponding to specific users

circle-check
circle-info

Now you just have to Register Your Salesforce Organization to SharinPix before you can set up SharinPix on Classic / Lightning / Salesforce mobile App

Last updated

Was this helpful?