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Welcome to Squivr Support

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 support@squivr.com 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.

 

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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. info@squivr.com if you need additional assistance

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