How to Install the Key Account Planning App

You install the app directly from the AppExchange. Here’s the link to the GSP Account Planning AppExchange Listing.

When you have navigated to the page, click the Get It Now Button.

Please note:

If you are installing the app for the first time, there’s no need to enter your card or other payment details as you receive a 14 Day Free Trial

Then follow the instructions to install the app. We recommend that you assign the app to All Users.

Once you click Install, you might get a message saying the app takes time to install. That’s often the case with AppExchange applications, and it’s pretty standard.

You can check whether the install process is complete by going to Setup, then searching for Installed Packages. You should see the Account Planner included in the list. If it’s not there, wait a few minutes and check again.