Fresh Install of LFS Packages
Prerequisites
You must have any of the following Salesforce Editions org.
Enterprise
Unlimited
Force.com
Developer
You must ensure that Salesforce CRM Content is enabled in your org.
To enable Salesforce CRM Content
Go to Setup > Customize > Salesforce Files > Settings > Salesforce CRM Content and click Edit.
Select the Enable Salesforce CRM Content check box.
Click Save.
Salesforce CRM content is enabled
Now, you can start installing LFS packages.
Installing LFS Packages
Multiple packages must be installed to implement the complete RFx solution. Packages for RFx must be installed in the order indicated in the table in this section. You begin with the Avnio Core package and then install the other required packages that enable the various features to function together.
Important
You must contact your Loopio Support Representative to get the installation links and application password.
Loopio recommends installing and upgrading LFS packages in a Salesforce sandbox before installing them in your production environment. For information on installing and upgrading in a sandbox, please contact Loopio Support Representative before you install any packages to the production instance.
For more information on how to install the package, see the Install a Package section of the Salesforce documentation.
Order | Package Name | Description | Required | Install this package only if you want to use… |
|---|---|---|---|---|
1 | Avnio Core | Includes all Loopio Products' core metadata and components. | Y | |
2 | Avnio Table | For increasing productivity. | Y | |
3 | Avnio RFx | For speeding up the bid process. | Y | |
4 | Avnio Add-on | For out of the box reports and dashboard created by Loopio. | N | Reports and Dashboards |
5 | Avnio Translation | For multi-language support. | N | Avnio Translation |
6 | Avnio Translation Extension | N | Avnio Translation |