{"id":1170,"date":"2025-07-10T12:08:17","date_gmt":"2025-07-10T12:08:17","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1170"},"modified":"2025-07-10T12:08:18","modified_gmt":"2025-07-10T12:08:18","password":"","slug":"installing-the-fieldax-package","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=installing-the-fieldax-package","title":{"rendered":"Installing the FieldAx Package"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Step 1: Access the Installation URL<\/strong><\/h3>\n\n\n\n<p>Use the following package installation URL:<\/p>\n\n\n\n<p><a href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04tIU000000yer1\">https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04tIU000000yer1<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Copy and paste this URL into your browser<\/li><li>You&#8217;ll be redirected to the Salesforce login page if not already logged in<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Login to Salesforce<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>Enter your Salesforce credentials<\/li><li>Ensure you&#8217;re logging into the correct organization where you want to install FieldAx<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Installation Options<\/strong><\/h3>\n\n\n\n<p>Once logged in, you&#8217;ll see the package installation screen with several options:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Install for Admins Only vs. Install for All Users<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Install for Admins Only<\/strong>: Choose this for initial testing and configuration<\/li><li><strong>Install for All Users<\/strong>: Recommended for production deployment<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Security Settings<\/strong><\/h4>\n\n\n\n<p>Review and approve the security settings:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>API Access permissions<\/li><li>Object and Field permissions<\/li><li>Apex Class access<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Complete Installation<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li>Click <strong>Install<\/strong> to begin the installation process<\/li><li>The installation typically takes 5-10 minutes<\/li><li>You&#8217;ll receive an email notification when installation is complete<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Post-Installation Verification<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Verify Package Installation<\/strong><\/h3>\n\n\n\n<p>After installation, verify that FieldAx was installed successfully:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to <strong>Setup<\/strong> \u2192 <strong>Installed Packages<\/strong><\/li><li>Look for &#8220;FieldAx&#8221; in the package list<\/li><li>Verify the version number and installation date<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Check FieldAx Apps<\/strong><\/h3>\n\n\n\n<p>Confirm that FieldAx applications are available:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click the App Launcher (9-dot grid icon)<\/li><li>Search for &#8220;FieldAx&#8221;<\/li><li>You should see two apps:<ul><li><strong>FieldAx<\/strong> (for end users)<\/li><li><strong>FieldAx Admin<\/strong> (for administrators)<\/li><\/ul><\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Initial Access<\/strong><\/h3>\n\n\n\n<p>To access FieldAx for the first time:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click on the <strong>FieldAx Admin<\/strong> app from the App Launcher<\/li><li>You&#8217;ll see the main FieldAx dashboard<\/li><li>A welcome message or setup wizard may appear for first-time users<\/li><\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Troubleshooting Installation Issues<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Common Installation Errors<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>&#8220;Package Not Found&#8221; Error<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Verify you&#8217;re using the correct installation URL<\/li><li>Ensure you&#8217;re logged into the right Salesforce organization<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Permission Errors<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Confirm you have System Administrator permissions<\/li><li>Check that your organization type supports managed packages<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Installation Timeout<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Large organizations may experience longer installation times<\/li><li>Wait for the email confirmation before attempting to access FieldAx<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Getting Help<\/strong><\/h3>\n\n\n\n<p>If you encounter issues during installation:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Check the installation email for specific error messages<\/li><li>Review Salesforce Setup Audit Trail for installation details<\/li><li>Contact FieldAx support with:<ul><li>Your organization ID<\/li><li>Screenshot of any error messages<\/li><li>Installation email details<\/li><\/ul><\/li><\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Next Steps<\/strong><\/h2>\n\n\n\n<p>After successful installation, proceed to the <strong>Basic Configuration<\/strong> section to:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Configure domain settings<\/li><li>Set up application preferences<\/li><li>Customize layouts and user interface<\/li><li>Begin creating your organizational data<\/li><\/ul>\n\n\n\n<p>The installation process establishes the foundation for your FieldAx implementation. Proper configuration in the following sections will ensure optimal performance and user adoption.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Step 1: Access the Installation URL Use the following package installation URL: https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04tIU000000yer1 Copy and paste this URL into your browser You&#8217;ll be redirected to the Salesforce login page if not already logged in Step 2: Login to Salesforce Enter your Salesforce credentials Ensure you&#8217;re logging into the correct organization where you want to install&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[8],"doc_tag":[],"class_list":["post-1170","docs","type-docs","status-publish","hentry","doc_category-getting-started"],"year_month":"2026-05","word_count":379,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Getting Started","term_url":"https:\/\/document.fieldax.com\/?doc_category=getting-started"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1170","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1170"}],"version-history":[{"count":5,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1170\/revisions"}],"predecessor-version":[{"id":1350,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1170\/revisions\/1350"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1170"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1170"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}