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:

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

Basic Setup Steps

You are a few steps away from your first usage of SharinPix.

Those steps are:

  1. 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: