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Installing the Loopio Go/No-Go App in Salesforce

Updated

Prerequisites

You must set up the Loopio Salesforce integration version 1.12 to use the Loopio Go/No-Go app.

 

Learn more: For information on how to set up or upgrade the Loopio Salesforce integration, start here:

Installing the Loopio Go/No-Go App in Salesforce

 

Permissions Required: Salesforce Administrator permission is required to install the Loopio Go/No-Go app in Salesforce.

To install the Loopio Go/No-Go app:

  1. Contact the Customer Success Team for a link to download the Loopio Go/No-Go app
     

    Tip: Not sure who to reach out to? Start by contacting our Support Team.

  2. Log in to Salesforce
     

    Note: At this step, log in to AppExchange using your Production Salesforce credentials. You will choose whether to install to a Production or Sandbox Org in the next step.

  3. Select Install for Admins Only and then click Install
  4. Wait until you see the installation complete message
  5. Click Done

After Installing the App

Once the Loopio Go/No-Go app is installed in your  Salesforce instance, there are a number of steps required to deploy it to your team:

  1. Setting Up the Project Approval Criteria in the Loopio Go/No-Go App for Salesforce
  2. Configuring an Approval Process for the Loopio Go/No-Go App for Salesforce
  3. Configuring Loopio Go/No-Go Settings
  4. Giving Users Access to the Loopio Go/No-Go App

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