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

Note: This section does not apply to organisations using the SharinPix Trial version and on Sandboxes.

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

Tip:

For more information about how to manage licenses for installed packages, you can refer to the following article:

Managing Licenses for Installed Packages

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