Application Installation and Setup

This section covers basic install steps needed before configuring record displays via Display Configurations or validating records.

Contents

Install the Phone Validation application

  1. Enter the application installation link into your browser. If you need access to this application send an email to contact@tigerfacesystems.com for assistance.
  2. When prompted log into your Salesforce instance.
  3. Select Install for Admins Only
  4. Click Install

Admin Permission Set Assignment

The Phone Validation Admin Permissions is needed in order to configure the product. To assign the permission set:

  1. Go to Permission Sets in setup (you can search for it in the quick find box)
  2. Select the Phone Validation Admin Permissions permission set
  3. Click Manage Assignments
  4. Click Add Assignments
  5. Check the administrator users you would like to assign the permission to
  6. Click Assign
  7. Click Done

NOTE: admins are required to have the Customize Application permission in addition to this permission set (System Administrators should have this by default)

Application User Permission Set Assignment

The Phone Validation User Permissions is needed in order for application users to use the product. To assign the permission set:

  1. Go to Permission Sets in setup (you can search for it in the quick find box)
  2. Select the Phone Validation User Permissions permission set
  3. Click Manage Assignments
  4. Click Add Assignments
  5. Check the users you would like to assign the permission to
  6. Click Assign
  7. Click Done

Assign Licenses to Users

Application users require a Phone Validation license in order to use the application. To assign licenses:

  1. Go to Installed Packages in setup (you can search for it in the quick find box)
  2. Click on Manage Licenses for the Phone Validation application
  3. Click Add Users and select the users you want to assign licenses to
  4. Click Add
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