Installing Orca

  1. Install Orca into your Salesforce instance by visiting our listing on the AppExchange.

  2. Click Get It Now and follow the on-screen prompts to install Orca.

  3. Log in to the AppExchange.
    ***You must provide System Administrator credentials to install an application from the AppExchange.

  4. Specify where you want to install Orca:

    1. Click Install in production to install in your production instance.

    2. Click Install in sandbox to install in a sandbox.

      1. We recommend installing in your sandbox org prior to launching in production.

  5. Confirm who you want to have access to Orca.

    1. Install for Admins Only

    2. Install for All Users (Recommended)

      1. You can adjust users' permissions during the customization stage of implementation.

    3. Install for Specific Profiles

  6. Read and accept the terms and conditions.

    1. Select the I have read and agree to the terms and conditions box.

    2. Click Confirm and Install!

      1. You should receive an email confirming your installation from Salesforce.

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