How to Install the Key Account Planning App

— Intro —

You can install the GSP Account Planner from the AppExchange. For convenience, here’s a link directly to the AppExchange listing.

Note: You do not need to provide any payment details upon installation. When you install the GSP Account Planner in an environment for the first time, we offer a 14-day free trial, no-strings-attached.

You can install the GSP Account Planner into Production or, if you prefer, into a Sandbox to complete initial testing without exposing anything to end users. Both options offer a 14-day free trial, as noted above.

— Prerequisites —

You will need a system administrator to complete the steps in this article. If you’re unsure, get in touch.

— Steps to Complete —

1. Open the GSP Account Planner AppExchange listing page.
2. Click the blue “Get It Now” button to begin the installation process.
3. Follow the instructions to complete the installation process.
4. When prompted, select the environment you want to install the package in (Production or Sandbox).
5. When prompted, we highly recommend you select “Install for All Users”.
   1. The manipulation of Opportunities and Opportunity Products is somewhat unpredictable, and it’s sensible to ensure all users have the appropriate access to trigger automation that keeps the targets in sync.
6. Click “Install”.
7. If you see a message that reads “The app is taking a long time to install”, don’t panic – that is very common when installing a package.
8. Click “Done”.
9. Navigate to the setup menu and click “Setup”.
10. Search for “Installed Packages” in the Quick Find bar on the left side of the setup page.
11. Click the “Installed Packages” under Apps > Packaging.
12. Review the list of installed packages and confirm that you successfully installed the “GSP Account Planner” package.
    1. If you don’t see the “GSP Account Planner” package, continue to wait. Refresh the page occasionally until the package appears.
    2. Additionally, an email will be sent to the email address associated with your Salesforce user when the package installation has completed.

— Important —

Installing a later version of the GSP Account Planner when it already exists will upgrade it to the latest version without impacting any data. If you have any issues during the installation process, please get in touch.

— Outcomes —

After you have installed the GSP Account Planner package, you will be able to view the “GSP Account Planner” app in the App Launcher within Salesforce (9-dot matrix in the top-left corner of the screen).

— Troubleshooting —

Q: Can I try the GSP Account Planner for free?
A: Yes! We provide a 14-day free trial of the GSP Account Planner, no-strings-attached. If you need any help during your trial period, please don’t hesitate to get in touch.

Q: The GSP Account Planner isn’t displaying in the “Installed Packages” list. What do I do?
A: The package may take some time to install. First, check whether you have received an email confirming the installation. If you haven’t, it’s almost certain that the installation hasn’t finished processing yet. If you have, it’s possible that the installation failed. In this case, the email will provide further details regarding the nature of the failure. For further support, get in touch here.

Q: I have access to the “GSP Account Planner” app, but I have issues accessing objects. How do I fix this?
A: Confirm that you selected the “Install for All Users” option during the installation process. Additionally, please navigate to “Setup”> “Permission Sets” and ensure that the appropriate users have been added to the “GSP Account Planner (Full Access)” permission set.

— Request Further Support —

If you’re still having some trouble, we’re more than happy to help. Let us know what you’re struggling with using the form below, and we’ll be in touch as soon as possible.