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Installation Guide

  • Package Installation
  • Post installation

Admin Guide

  • Access
  • Geographical Object
  • Infowindow and labels
  • Filters
  • Analytics
  • Custom actions
  • Dashboards configuration
  • Related lists
  • Statistics
  • Mobile app configuration
  • Options

User Guide - New Lightning version

  • Presentation
  • Interface
  • Objects
  • Visite Planning
  • Related List
  • Area of Interest
  • Working layers
  • Data explore
  • Record creation

  • Getting Started
  • Create a map
  • Interface presentation
  • Filters and Actions
  • Visit planning
  • Analytics
  • Dashboards
  • Selection
  • Address Lookup
  • Basemaps
  • Actions
  • Related lists
  • Mobile app

Frequently Asked Questions

  • FAQs
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Package Installation


In this article

  • Start Installation
  • Sign In
  • Installation method
  • Agree to Terms and conditions
  • Security Settings
  • Approve Third-Party Access
  • Installation Package in progress
  • Check Installed Packages

Start Installation

warning Important : For an upgrade from any version prior to 1.103, you need to set the Sharing model to “Private” on the object “Visual DataSet” in your “Organization Wide Default”

Go to the Galigeo AppExchange listing page.

To start the package installation, click “Get It Now” on the right.

Galigeo for Salesforce Installation

Sign In

Sign in using your Salesforce credentials or log in as a guest.

Galigeo for Salesforce Installation

If you are not logged in yet to your production organization, you will be forward to the Salesforce login page.

Choosing a Guest account (available for 30 days) is the better way to discover quickly our Galigeo App: a demo is already installed … and you can go directly to the Check Installed Packages paragraph below.

Installation method

After be logged with your Salesforce credentials, choose if you want to install the application in your Production organization or in a Sandbox system:

Galigeo for Salesforce Installation

Agree to Terms and conditions

It is showing the details about the version of Galigeo App being installed and the account it will be installed on.

Confirm by checking the box “I have read and agree to the terms and conditions”, and then click “Confirm and Install!”.

The package version might change due to its update.

Galigeo for Salesforce Installation

Security Settings

Select who will access to the application:

Galigeo for Salesforce Installation

Approve Third-Party Access

This package need to access a Third-Party Web Service when a geocoding batch is scheduled.

  1. Select the checkbox “Yes, grant access to these third-party web sites”
  2. Then click “Continue”

Galigeo for Salesforce Installation

Installation Package in progress

Finally, the package is installing:

Galigeo for Salesforce Installation

It may take a few minutes to install the package on your organization, the following will be displayed:

Galigeo for Salesforce Installation

Check Installed Packages

Once you received the confirmation email, in order to check if the package is installed, go to: Setup / App Setup / Installed Packages

Galigeo for Salesforce Installation

Click on the “Manage License” link:

Galigeo for Salesforce Installation

to add user:

Galigeo for Salesforce Installation

notice Now, as an Administrator of your org., the Galigeo App is visible in the App list (top right)

Galigeo for Salesforce Installation

The “Galigeo Admin” and “Galigeo” tabs are available to configure yours maps (see the “Administration Guide”). If you installed the App with a Guest account, this two tabs are already initialized.

The next chapter is only here if you want to put this app available for the users of your organization.

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