Install RelationshipVista Package

Install RelationshipVista package in your Salesforce Org from AppExchange at: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000FZcqBUAT

Click Get It Now to Get Started.

When you click ‘Get It Now’, you will be asked to login with your Salesforce Administrator credentials into an org where you would like to install RelationshipVista.

Once logged in, you can choose where you want to install RelationshipVista whether a Sandbox or Production org.

Check true to accept terms & conditions then click on Confirm and Install.

Note: When installing RelationshipVista, we recommend that you select “Install for Admins Only”. Later you can give access to other users by updating their profiles and assigning permission sets.

Configure User Access

To use RelationshipVista, users need to be granted permissions to an apex class and a custom object. You can do this either by assigning them a permission set or updating their profile

Assigning Permission Set

Assign the packaged permission set “RV Standard User” to the user

Updating Profile

Update the custom profile assigned to users by making the following changes

Apex Class Access

• RVController
  
  

Object Access

• RV Configuration – Read, Create, Edit, Delete, View All
  

Fields Access

• RV Configuration
  • Read/Write on Auto Expand Levels, Configuration, Max Visible Record Count, Pinned, Sharing Setting and Show

Get Started?

To know how to configure RelationshipVista, refer to our User Guide.