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  • simplychat
    • Release Note
      • Ver 2.12.0.1
      • Ver 2.11.0.3
      • Ver 2.10.0.1
      • Ver 2.9.0.1
      • Ver 2.8.0.3
      • Ver 2.7.0.1
      • Ver 2.6.0.1
      • Ver 2.0.4.1
    • Installation and basic setup guide
      • How to install SimplyChat package
      • Messenger Setting
        • KakaoTalk
          • Invite Manager
          • Switch to Biz Apps and Connect to Business Channels
          • Application Settings - Login
          • Application Settings – Add/Block KakaoTalk Channels
          • Request for Kakao Sync
      • Salesforce Setting
        • Custom Settings
        • Business Hours
        • Permission Set
        • SimplyChat Login
        • Picklist Value Sets
        • Create Messanger and Channel Record
        • Create AutoResponse
          • Create a record with an import
          • File Form in CSV Format
        • Create Content Link Record
        • Quick Text
        • Omni-Channel
          • Routing Configurations
          • Queues
          • Service Channels
          • Presence Statuses and Presence Configurations
          • Flows
        • Create Service Console App
        • Add to Chat Screen Component Records page
    • Salesforce setup guides
      • Setting Up Auto-Response
        • Auto-Response Setup Guide
        • Setting up auto-response in Salesforce
          • Scenario Example
          • Greeting Configuration
          • Closing message
          • Setting up "Start New Consultation" / "Continue Consultation" configurations
          • Messages for outside of business hours and lunchtime periods
          • Setting up auto-response for outside of business hours
          • Authentication
          • Link redirection upon button click
          • Connecting to a consultant when the button is clicked
            • Displaying the queue status
          • Setting up for "First" or "Previous"
          • Setting Up More Than 5 Buttons
        • Using Excel to Set Up Auto-Responses
      • Automatic shutdown feature
        • Automatic Shutdown Target Setting
        • Automatic shutdown time setting
        • Automatic Shutdown Auto-Response Setting
        • Register automatic shutdown time
        • Limitation of automatic shutdown function
        • Check if automatic shutdown is enabled
      • Set up multiple channels
      • Continue consultation without holidays
      • Set the closed chat settings for each session
      • Check the last response time of the agent.
      • Fetch public holidays
    • Troubleshooting
      • SimplyChat Login
        • "Access Denied" appears.
        • Violation of PRIMARY KEY constraint 'PK_Organization'. Cannot insert duplicate key in object ..
        • Clicking the "Click here to Connect" button does not elicit any response.
      • Auto-Response Settings
        • The link isn't appearing on KakaoTalk
        • The buttons at the next depth level are not responding when clicked.
        • It doesn't revert to the initial auto-response even if you type anything
      • Omni Channel
        • How do you restart a completed consultation?
        • What are the criteria for entering Omni-channel?
        • I completed the Omni-channel setup, but the status only shows as offline.
        • I came to enable Service Presence Status Access, but there's nothing here.
        • There are incoming consultation requests while online, but they are not being routed.
        • I've completed the setup with Status-based configuration, but consultation requests are not routing.
  • simplymessage
    • Installation
    • Implementation
    • Troubleshooting
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On this page
  • Pre-installation checkpoints
  • Preparing to Install a Package
  • How to install a package
  • Installation completion reminder mail

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  1. simplychat
  2. Installation and basic setup guide

How to install SimplyChat package

Follow step by step SimplyChat installation guide

PreviousInstallation and basic setup guideNextMessenger Setting

Last updated 9 months ago

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Pre-installation checkpoints

  • Your Salesforce platform must meet the following requirements.

    • Enterprise Edition or Unlimited Edition

    • Include Service Cloud

    • Enabling the Omni-Channel Feature

      • Check out how to activate the Omni-Channel function .

  • You can use SimplyChat only when you cancel your previous KakaoTalk counseling service.

Preparing to Install a Package

  • Contact Windmill Soft for the following information for package installation.

    • package ID

    • installation key

How to install a package

  • In the address bar, type the 'lighting/page/home' part to the package installation address in the format below and move it.

    • packaging/installPackage.apexp?p0=[package ID]

  • Enter Installation key > [Install for All Users] > Click Select a check box > [Install]

    • Check box: Whether to agree to install an application that has not been approved for deployment by Salesforce AppExchange.

    • If the check box is not checked, you cannot proceed with the package installation installation.

  • Click Select check box > Continue to install the package.

    • Check box: Grant CSP Trusted Site, Website access to your Salesforce platform.

    • If the check box is not checked, you cannot proceed with the package installation installation.

  • You can verify that the package installation is complete in the following ways.

    • Installation completion reminder mail

Installation completion reminder mail

  • If you do not agree with the installation and authorization, you cannot proceed with the package installation.

  • Package installation may take a long time.

    • When you click on [Done], you can see that the package is completely installed on the moving screen.

Windmill Soft's installation agency service makes it more convenient to install and set up Simply Chat.

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> [Setup] > Quick Find > [Installed Packages]

here
Installation completion reminder mail
Installed Packages