Installation Guide

Installation & Setup Guide

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Installation Guide


1. Go to the AppExchange

Install Screen Shot
2. Search for our app – “CLOUDSYNC

Install Screen 2

3. Open the app and Click on the “Get It Now” button

Install Screen 3

  1. Login to your Salesforce instance and Click on Contact me button.
  2. You will receive an immediate confirmation email with the Link to install CLOUDSYNC.
  3. You can now CLOUDSYNC install on your SFDC production environment, or any types of sandboxes.
  4. You will receive an email confirmation after the installation is successful.
  5. You are now ready to use CLOUDSYNC.

Configuring DEST-ORG Connection:

  1. Pick your Source and Destination SFDC instances.
  2. You will need to create an DEST-ORG Connection in the Source SFDC instance to connect to in the Destination SFDC instance.
  3. Enter All the Credentials. Please enter the destination org details.
  4. Click on Save
  5. To check whether the Success or Failure of the connection, open the DEST-ORG Connection and click on Test Connection.
  6. You will get a Success message when the connection is made.

Create a DEST-ORG Connection in the Source SFDC Instance:

1. In the Source SFDC instance, Navigate to CloudSync Admin and click on the CloudSync DEST-ORG Connection tab.

Install Screen 4

2. Click on New Connection Button.

Install Screen 5

1. Fill in all the fields.

a. Enter a new ORG Name.
b. Select the appropriate ORG Type.
c. Enter a valid DEST Username from the Destination SFDC instance.
d. Enter the DEST Password.
e. Enter the DEST Security Token.
f. Enter Daily API Usage Limit % Ex: (80%)
g. Enter the DEST ORG ID

Install Screen 6

3. Click On Save

Install Screen 7

4. Click on Test Connection

Install Screen 8

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