Preparation

Step 1. Enable My Domain.

Step 2. Make sure your org is Lighting Ready.

Step 3. Enable Lighting Experience in the org where you are installing the OrgTools application:

Step 4. Switch to Lightning Experience. To switch to Lightning Experience from Salesforce Classic, click on your name in the Salesforce Classic header, then click Switch to Lightning Experience.

Installation

Step 1. If you have been provided a URL to install OrgTools, paste the URL into your browser. Alternatively, you can search for OrgTools in the Salesforce AppExchange.

Step 2. Click the “Get It Now” button.

Step 3. If you haven’t already logged into AppExchange, click “Log In” and login to your Salesforce Production environment (don’t worry, the application will not be installed in the org you are currently logging into). If you don’t already have a Salesforce org, click “Continue as Guest” to create a free Salesforce org.

Step 4. After logging in, select what type of environment you want to install the application into (Production or Sandbox).

Step 5. Review and confirm the installation details and click “Confirm and Install”.

Step 6. Log into the salesforce org that you want the application installed into.

Step 7. Choose whether you want the application installed for Admins Only, All Users or users in specific profiles. Additionally, you can review the components included in the installation package.

Step 8. Click Install and accept the remote site settings to connect to sfApex’s Salesforce Heroku servers.

Step 9. The installation process may take a few minutes. You will receive an email once the installation process has completed.

Step 10. After installation is completed, OrgTools can be accessed through the Salesforce App Launcher.

See Salesforce Documentation for more detail on installing apps.

Registration

When launching the application for the first time, you will be prompted to login. If you already have a sfApex User Account, you can use those credentials to get connected.

Registering A New Organization (Company)

If you do not already have an sfApex account and did not receive an invitation email, click the Sign-up link to register your company and create a new account.

Note: If you are planning to have multiple users at your organization use the OrgTools application, only one person should register the organization/company and then invite the other users to the organization (see How to Invite Users).

Account Information

Step 1. Enter your company email address. This will be your username when logging into system.

Step 2. Enter a password to use when logging into your sfApex account. The following are the minimum password requirements:

• Must be at least 8 characters in length.
• Must pass at least 4 of the following criteria:
  • at least 1 uppercase character (A-Z)
  • at least 1 lowercase character (a-z)
  • at least 1 digit (0-9)
  • at least 1 special character (punctuation) — do not forget to treat space as special characters too

Contact Information

Step 3. Select your user account type:

• Professional - Use this option if you are planning to use the application with your company’s Salesforce environment.
• Personal - Use this option if you are using the application as an individual and do not intend to invite other people to share your application data.

Step 4. Enter your contact information and optionally your company name if using the Professional option.

Email Verification

An email verification code will be sent to the email address specified in the Email field in the Account information step. If you do not see the email in your Inbox, please check your spam/junk folder and optionally add the “sfapex.com” domain to your Safe Senders list.

If you still do not see the verification email, please click the “Resend Verification Code” to attempt to resend the verification email.

Payment Information

Step 5. Enter your billing information.

Credit Card

• Name - Enter the name exactly as it appears on your credit card. The cardholder name associated with the credit card.
• Credit/Debit Card Number - Enter your credit card number.
• Expiration Date - Expiration date of your credit card.
• CVV2/CVC2 - For Visa, Mastercard and Discover please use the three-digit CVV2 number printed on the signature panel on the back of the credit card immediately following the card account number. For American Express, this will be a 4 digit number printed on the front of the card.
• Billing Address - Use either your Contact Information address or enter a different billing address. Billing address should match the billing address on file with credit card processing agency.

The following types of credit cards are accepted:

• American Express
• Carte Blanche
• China UnionPay
• Discover
• Elo
• JCB
• Laser
• Maestro
• MasterCard
• Solo
• Switch
• Visa

Promotion

Select this option if you have a promotion code. Enter promotion code and click Complete Registration. If this is a valid promotion code the app will complete your organization registration and redirect you to your profile information. All promotion codes will have an expiration date and set amount to allow users the freedom to test or perform a proof of concept of this app.

User Invitation

If you are a new user and are not registering the organization, click User Invitation instead and enter your company email address and the temporary password you have received via email. The application will then prompt you to enter basic information such as first name, last name, and contact number. Once this is complete, click on register and the application will redirect you to your user information page.

Note: User invitation will expire one day from day it was originally sent.