OKRify Installation Guide
Onboarding Guide
- Prerequisite before installing
- Installation
- Load Defaults
- 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
- Sobject/KPI Objects
- OKRify Settings
- Setup Email Notification
- Creating Calendar Event and Updating Meeting
Additional Setup Instructions
Install OKRify application from AppExchange. Click Get It Now in the AppExchange link to install the OKRify application from the Salesforce AppExchange. You will be asked to login into your Salesforce Org for installing the application, login with a system administrator user id.
After logging in, select the Install for Administrator option, and click install. Installation may take a few minutes, an email will be sent after the installation is completed in your Salesforce Org.