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.
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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.
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Once logged in, you can choose where you want to install RelationshipVista whether a Sandbox or Production org.
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Check true to accept terms & conditions then click on Confirm and Install.
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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.
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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
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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
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Get Started?
To know how to configure RelationshipVista, refer to our User Guide.