Sign Up for AgilePoint NX with a Salesforce Account

To sign up for AgilePoint NX with a Salesforce account, do the procedure in this topic.

Good to Know

  • There are 2 ways to sign up for an AgilePoint NX account:
    • Through the AgilePoint web site.
    • Through the AgilePoint NX App for Salesforce or SharePoint.

Submit the Registration

To submit your registration for AgilePoint NX, do one of these procedures.

Register through the AgilePoint NX Web Site

  1. Go to the Contact Us page on the AgilePoint web site.
  2. On the Contact Us page, complete these fields as necessary.

    This screen provides sample values. Please complete the form as necessary with your information.


    Get Started Today screen
  3. Click Submit.

    After your form is successfully submitted, you will get a thank you e-mail. AgilePoint representative contact you, and you can ask for a trial.


    THANK YOU FOR YOUR TRIAL REQUEST Email

Register through the AgilePoint NX App

  1. Do one of these:
  2. Click the AgilePoint NX app.
  3. On the Build Your Own App With AgilePoint NX! screen, click Sign Up.
  4. On the Sign Up screen, complete these fields as necessary.

    This screen provides sample values. Please complete the form as necessary with your information.


    Sign Up screen
  5. Click Submit.

Register with Salesforce

To register an AgilePoint NX account with Salesforce, do the procedure in this topic.

Good to Know

Procedure

  1. In the AgilePoint NX Trial Tenant Invitation e-mail, click LET'S GET STARTED!.

    AgilePoint NX Trial Tenant Invitation e-mail screen
  2. On the Register With screen, click Salesforce > Production or Sandbox.
    • Production - The environment uses to contain the production data.
    • Sandbox - The environment uses to create and test your applications.

    Register With screen
  3. On the Salesforce Login screen, enter your Salesforce user name and password.

    Salesforce Sign In screen
  4. Click Log in to Salesforce.
  5. On the Allow Access screen, click Allow.

    Salesforce Allow Access screen
  6. On the Welcome, let's get to know you screen, complete these fields as necessary.

    This screen provides sample values. Please complete the form as necessary with your information.


    Welcome lets get to know you screen
  7. Click Register.

    When you click Register, this screen shows.


    Provisioning screen
    Within 10 minutes, this screen shows and complete the set up for your AgilePoint NX tenant.

    First Time Portal Set Up screen

    When the set up is complete, you will be autometically signed in to AgilePoint NX Portal, and sends the AgilePoint NX Trial Tenant Confirmation e-mail.


    AgilePoint NX Home screen

Resources to Help You Get Started

To help you get started with AgilePoint NX, we recommend the following resources.