OKRify Installation Guide
Onboarding Guide
- Installation
- Assign License
- Permission Set Assignment
- Enable Topics
- Setup Teams and Team Members
- Setup Periods
- General Settings
- Hub Default Settings
- Risk Colour Settings
- Default Settings
- Custom Fields Settings
- Sobject/KPI Objects Settings
- OKRify Settings
- Setup Email Notification
- Creating Calendar Event and Updating Meeting
Additional Setup Instructions
To install the OKRify application from AppExchange, visit the following link: OKRify on AppExchange.
On the AppExchange page, click 'Get It Now' to begin the installation.
You will be prompted to log in to your Salesforce Org. Use a System Administrator account for installation.
After logging in, select the 'Install for Administrators Only' option and click 'Install.'
The installation may take a few minutes, and you will receive an email notification once it is completed in your Salesforce Org.