Installing from the AppExchange website
1. Start by going to Fingertip App on AppExchange.
2. Click the green "Get It Now" button.
Selecting an installation option
Now you can choose to either login with your Salesforce credentials (you have to be admin in the organization) or continue as a guest. Select option A to install as a guest.
A. If you don’t have a Salesforce org or login yet, select Continue as Guest and follow the instructions to install as a standalone trial. You will need to create a Salesforce user account.
B. Select Log in if you want to install Fingertip to your current Salesforce organization or if you happen to have the Salesforce credentials already.
Once you have logged in you can select where to install the package. If you are using a Sandbox org for testing you should install there first. The process is the same, so for demonstration purposes we will continue with option A, Install in Production.
A. Select Install in Production to install in an existing Salesforce org.
B. You can select Install in Sandbox if you want to test the Fingertip app in a copy environment before deploying it to production. Read more about installing Fingertip in Sandboxes here.
C. Select Install in Trial, if you want to take a standalone trial.
Here you need to fill a form to enter your user details.
1. Enter your details. The email will be used to send you the Welcome message with the credentials so be sure to use a valid email. The Username should be in form of an email, for example firstname.lastname@example.org.
2. After you are done, press Start Free Trial.
You will receive your login credentials shortly in the email address you provided.
Check your email. You will receive a welcome message from our founder Jaakko Pellosniemi and later the credentials from email@example.com.
You will receive a email like shown below from firstname.lastname@example.org. It contains your Username to the organization and a link for logging in.
After you click the link you will need to set your password.
First off you need to set yourself a password. Follow the instructions on the page and press Change Password.
That’s it! Welcome to Fingertip!