System Requirements & Install Guide

Squivr is compatible with both Salesforce Lightning and Salesforce Classic.

Required Edition

• Salesforce Enterprise Edition or higher

Salesforce Experience Support

• Lightning Experience
  Fully supported with native deployment of Squivr Lightning Components such as Org Chart and Timeline.

• Salesforce Classic
  Supported through Lightning Out. Contact [e-mail] for additional assistance with Classic deployments.

• My Domain Required
  My Domain must be enabled in your Salesforce Org to use Squivr’s custom Lightning Components.

---

Package Contents

The Squivr managed package includes:

• A Squivr Lightning App for quick-start access

• Squivr Lightning Components:

  • ArcSight, ArcGroups, ArcSuite, Action Plans, Playbooks, Whitespace Analysis, AP Suite: Designed for Account Lightning Pages Compatible with any Standard or Custom Object that supports Salesforce Activities

---

Installation Instructions

Follow these steps to install Squivr in your target Salesforce Org:

1. Log out of any Salesforce org that is not the one you wish to install Squivr into.

2. Access the Squivr AppExchange listing:

   • Visit https://squivr.com and navigate to the AppExchange listing, or

   • Search for “Squivr” directly on Salesforce AppExchange

     • Click “Get It Now” to begin the installation process in Production OR

     • Click "Try It" to begin the installation process in a Sandbox

3. Log in with Admin credentials for the Salesforce Org where you want to install the package.

4. Choose the Org Type:

   • Select either Sandbox or Production depending on where you are installing.

5. Agree to the Terms and Install:

   • Check the box to agree to Salesforce’s Terms and Conditions.

   • Click “Confirm and Install”.

6. Install for Admins Only:

   • Choose Install for Admins Only when prompted.

   • Non-admins will be granted access via a Squivr Permission Set after installation.

7. Click “Install” to complete the process.

8. You’ll receive a confirmation email from Salesforce once installation is complete.

9. After installation, assign the Squivr Permission Set to users who need access.

---

Important Notes

• My Domain Setup is Required
  Squivr's components rely on My Domain. If it is not already enabled, follow this Salesforce guide:
  Set Up My Domain in Salesforce

• Classic Support via Lightning Out
  While Lightning Experience is recommended, Squivr can be configured for Salesforce Classic with additional setup. [e-mail] if you need additional assistance