Getting Started
4min
ELTON, your inventory, loan management and asset tracking solution, is available on the Salesforce AppExchange. This guide will walk you through installing ELTON in either your sandbox or production environments and accessing the app after installation. You can also request a product demo for further installation inquiries.
Before you begin:
Permissions: Remember that users might need additional permissions granted by your Salesforce administrator to access and use ELTON's full functionality.
Target audience: This guide assumes you have basic familiarity with navigating Salesforce but may be new to installing Salesforce applications.
- Visit the ELTON AppExchange listing.
- Install:
- Click Get It Now. You will be asked to log in with your Salesforce or Trailblazer.me account if you are not logged in.
- Choose your installation environment:
- Sandbox environment
- Click Install in Sandbox.
- Review the installation details and confirm you agree to the terms. Click Confirm and Install.
- Log in to your Salesforce Sandbox with your sandbox credentials.
- Production environment
- Click Install in Production.
- Review the installation details, confirm terms, and choose which users should have access. Click the checkbox next to "Install for All Users" for the License Manager to control access.
- Click Install. You'll receive an email confirmation from Salesforce once the installation is completed.
Once installed, open the ELTON app:
- Click the App Launcher and type "ELTON".
- Click the ELTON result under Apps.
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Updated 31 Jul 2024
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