Installing the V4S Mobile application in your Salesforce org



Before you install the V4S Mobile application in your Salesforce org, make sure that you have installed the "Volunteer For Salesforce" (VFS) to version 3.105 or above. You can install the V4S Mobile application in your Salesforce org only if you have the upgraded app of VFS installed in your Salesforce org


You MAY have an older version of Volunteers for Salesforce installed in the Salesforce org and if you see an error message from the V4S Mobile installation asking that you should be on V4S Version 3.105 or above. In that case, you should first install VFS version 3.105 or above and then Install V4S Mobile from the Salesforce App Exchange.

  • Click here to install/upgrade VFS to version 3.105 or above.
  • Once the  VFS app is installed/upgraded to the latest version,
  • Click the setup button in Salesforce
  • Search for "Installed Packages" in the quick find box and click it
  • You see a list of installed packages in your Salesforce org on this screen
  • Click the "Visit App Exchange" button on the installed packages screen 
  • Click on Login button of the Salesforce App Exchange screen
  • Login to the Salesforce org to install the V4S Mobile application (to the same Salesforce ID in which you want to install the V4S Mobile application)
  • Search for "V4S Mobile" in the search bar of Salesforce App Exchange
  • Double click the V4S Mobile app in the list
  • Click the Get it Now button
  • Check the Salesforce org details which are on this screen
  • Make changes if required and click the checkbox to accept the terms and conditions and click the Install button
  • Select "Install for Admins only, Install for All users or Install for specific profiles" as per your  org requirement

 

  1. Install for Admins only: by installing the V4S Mobile app for Admin only will allow accessing the V4S mobile objects only for the users who have salesforce admin rights
  2. Install for all users: By installing the V4S Mobile app for all users, will allow the Salesforce users to view the V4S Mobile objects in their Salesforce org
  3. Install for specific profiles: will allow you to select particular types of Salesforce profiles who can access the V4S Mobile objects
  • Click the install button
  • Once the installation is completed, the Salesforce admin (who installed the app) is alerted by an email for the app installation
  • Now the V4S Mobile app is installed successfully


Note:

  • Sometimes you might see a message on the app exchange screen as "The app cannot be installed as the app is taking more time to install". Please ignore this message and go to Salesforce login and refresh the installed packages screen and check if the app is installed or not.
  • You see the message as the app cannot be installed only if the data connection is slow, but the app will be installed. Please refresh the Salesforce screens to see the app installed in your org.