To use ContactWorld for Salesforce (CW4SF), you must install the software onto the host Salesforce Org.
If you are installing CW4SF for the first time, you must perform the following tasks:
- Check the prerequisites for installing CW4SF. For a list of prerequisites, see Prerequisites for installing ContactWorld for Salesforce.
- Install the latest version of CW4SF. For information about installing the latest version of CW4SF, see Installing the latest version of ContactWorld for Salesforce.
- Configure basic CW4SF settings. Follow the steps described in Configuring ContactWorld for Salesforce.
- Configure advanced features as required. For information about configuring advanced features, see Configuring advanced features.
If you are upgrading an existing installation of CW4SF, you must perform the following tasks:
- Upgrade the existing installation of CW4SF. For information about upgrading CW4SF, see Upgrading to the latest version of ContactWorld for Salesforce.
- Check your basic CW4SF settings. Follow the steps described in Configuring ContactWorld for Salesforce.
- Configure advanced features as required. For information about configuring advanced features, see Configuring advanced features.
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