Basic Setup Steps - Start with SharinPix in 3 Steps
SharinPix is available on the Saleforce AppExchange and can be installed in both Production and Sandbox environments. This guide walks you through the way to get started in just a few steps, from installing the package to completing the initial configuration needed to connect SharinPix to your Salesforce org.
In this documentation, you will find:
The basic setup steps to get SharinPix running quickly
The extended setup for additional configuration and advanced options
Install SharinPix from the App Exchange in Production
Navigate to our AppExchange page by clicking here.
Log in with your production credentials
Click the button Get it Now
Choose which user can access SharinPix
Click the button Install
Install SharinPix from the App Exchange in a Sandbox
Navigate to our AppExchange page by clicking here.
Click the button Try it
For the trial type, select Try in your Sandbox
Fill in the Contact Info Section and click on Continue to Installation
Click on Log In & Install
Log in to your Sandbox
Choose which user can access SharinPix
Click the button Install
Unable to log in to Sandbox
If you're unable to log in to the Sandbox to install SharinPix, please refer to this article, which explains the steps you should follow.
Basic Setup Steps
You are a few steps away from your first usage of SharinPix.
Those steps are:
Set up SharinPix for Classic / Lightning / Salesforce Mobile App
Extended Setup
Once you've finished the Basic setup, you can access the Global Settings to expand the features your users can work with: