Installing Youreka

Youreka Compatibility

Youreka is supported in Production and Sandbox orgs with Unlimited, Enterprise, Developer and Demo editions.

Youreka is not supported in Professional or Essentials editions of Salesforce.

As a best practice, always install Youreka into a sandbox or developer edition first to test functionality. As you are planning your Youreka implementation, it's important to know that all licenses that are purchased from Youreka are made available in all sandbox environments your company has where Youreka has been installed.

For implementation partners and Salesforce employees, consider installing Youreka into a Simple Demo Org (SDO), Industry Demo Org (IDO), or Partner Demo Org to test/demo Youreka functionality.

Installing Youreka

Use the following instructions to install Youreka into your Salesforce Environment:

1. While logged into the AppExchange, navigate to the Youreka AppExchange listing: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000E6jHqEAJ
2. To install in production,
   1. Click Get It Now
      
   2. Choose the production org into which you wish to install Youreka and click Install in Production.
      
   3. On the Confirmation Installation Details screen, fill out all of the fields and select that you agree to the terms and conditions. Click Confirm and Install.
3. To install in a sandbox
   1. click Try It Free
      
   2. Select Try in your sandbox, then share your contact info and select Continue to Installation.
      
4. Next log into the Salesforce environment where you are trying to install--either production or sandbox.
5. On the install screen, you are given three options. Based on who will be using Youreka, choose to
   • Install for Admins Only if you want to give access to Youreka functionality via a Permission Set.
   • Install for All Users if all your users should have access to Youreka.
   • If you are not sure which option to choose, please consult with your Salesforce Administrator to ensure you are installing for the correct profiles.

6. Select Install or Upgrade.

Youreka will be installed into your Salesforce Environment. You will usually receive a notification that says it is taking a long time to install or upgrade. Simply click “Done”, and wait to receive a confirmation email that the managed package has been successful installed.