AlumnIQ Admin Documentation
  • README
  • Common Features
    • Identity
    • Xid
    • Google Analytics Tracking
  • Content Management
    • Editing Pages
  • Profiles and Directory
    • Public Resources
      • Account Creation
      • Updating a Profile
      • Using the Directory
    • Administrative Resources
      • Profile Customization
      • Maintenance
      • Capturing Changes
      • Directory Permissions and Inclusion
  • Events Module
    • Event Setup
      • Event Skinning
    • Activity Setup
    • Fees
    • Webinars
    • Products
    • Fair Market Value (FMV)
    • Location Management
    • Access Control
    • Remote Check In [V5]
    • Wingman
    • Customer Service
    • Printing Name Tags
    • Express Registration
    • Reporting
    • Including Warehouse Data
    • Post-Event Survey
    • Post-Event Tasks
      • Matching
  • Image Library
    • Recent Uploads
    • Edit Image
    • Search Images
    • Uploads
  • Email and Lists
    • List Management
    • Delivery Workflow
    • Unsubscribes
    • Exclusions
    • Automated Messages
    • Bounce Handling
    • Spam Complaints
    • Resubscribes
  • Membership
    • Customer Service
  • Volunteer
    • Data Feeds
  • Online Giving
    • Giving Form
    • Global Configuration
    • Donor Cover
    • Setup Paths & Pitches
    • Sending targeted emails
    • Ask Arrays
    • Customer Service & Reporting
    • Tax Receipts
    • Suspended Pledges
    • Payment Processing
    • Give Now
    • Refunds
  • Crowdfunding
    • Introduction
    • Media Recommendations
    • Scheduled Page Updates
    • Challenges
  • Salesforce
    • Installation
    • Integration
    • Security
  • Security
    • Salesforce
    • Shared User Accounts
    • API Keys
    • S3 Keys
  • Data Sync
    • API Basics
    • Sending us your data
    • Getting data out of AlumnIQ (API)
    • API: Financial Data
    • Object Model/ER Diagrams
    • Salesforce
  • Integration Recipes
    • Everyday Events
    • Warehouse Loads
    • Salesforce
  • Compliance
  • Customer Guides
    • Auburn Specific Instructions
    • WWU Specific Instructions
  • Signature Events Service
    • Onboarding and Setup Timeline
    • Integration
    • Payments and Gateways
    • Warehouse Structure and Projection
    • Graphic Specs
    • Giving
    • Where to update what
    • Planning to Attend
    • Bio Update
    • General Configuration
    • Who's Coming List(s)
    • Package Controls
    • Access Controls
    • Strings
    • Health+Safety/Vaccination Attestation
    • Table/Seat Assignment
    • Getting events from contributors across campus
    • Virtual Events and Webinars
    • Staff Assistant
    • Common Scenarios
    • General Registration Management
    • Text and Email Messaging
    • The Pass
    • Watches
    • Housing
    • Post-Event Survey
    • Name Tags and Printing
    • Options for Check In
    • Batch Printing
    • Offloading Clicker Data
    • Event Attendance with Gatekeeper
    • iqKey for fast Gatekeeper access
    • Email Senders
    • Newsletter Archive
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On this page
  • Prerequisites
  • Installation Steps
  • Post-Installation Configuration
  • Support
  1. Salesforce

Installation

This functionality will be available for customer use in July 2025

Follow these steps to install the AlumnIQ Sync Package into your Salesforce environment:

Prerequisites

  1. Ensure you have Salesforce Administrator access.

  2. Verify that your Salesforce instance supports package installations.

Installation Steps

  1. Access the Package Installation Link Open a support ticket in your AlumnIQ instance to obtain the installation link for the AlumnIQ Sync Package.

  2. Log in to Salesforce Open the installation link in your browser. You will be prompted to log in to your Salesforce account. You will be provided an installation key.

  3. Choose the Installation Scope Select the appropriate installation option:

    • Install for Admins Only: Recommended for installing as user permissions will be granted with permission sets.

  4. Acknowledge Third-Party Access If prompted, check the box to grant third-party access required by the package.

  5. Start the Installation Click the Install button. The installation process may take a few minutes.

  6. Verify Installation After installation, navigate to Setup > Installed Packages to confirm that the AlumnIQ Sync Package is listed.

Post-Installation Configuration

  1. Assign Permissions Assign the "AlumnIQ User" permission set group to the appropriate users or profiles have the necessary permissions to use the package. Assign the "AlumnIQ Admin" permisson set group to the select users/profiles that will need to have full access to modify the records.

  2. Test the Application Users with the assigned permission sets/groups will now have the AlumnIQ App available in the App launcher.

Support

If you encounter any issues during installation, contact the AlumnIQ support team for assistance.

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Last updated 7 days ago