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  2. Install and Configure the AgilePoint NX App for Salesforce

    Installation and configuration

  • Install and Configure the AgilePoint NX App for Salesforce

    Installation and configuration

    • Add the AgilePoint NX App for Salesforce from Salesforce AppExchange
    • Configure the AgilePoint Custom Settings for the AgilePoint NX App for Salesforce
    • Configure the AgilePoint Remote Site Settings for the AgilePoint NX App for Salesforce
    • Associate an AgilePoint Process in Salesforce (Classic, Salesforce)
    • Set up AgilePoint Process History in Salesforce
    • Change the AgilePoint NX App for Salesforce Configuration from Trial to Production

Install and Configure the AgilePoint NX App for Salesforce

To install and configure the AgilePoint NX App for Salesforce, do the procedures in this section.

  • Add the AgilePoint NX App for Salesforce from Salesforce AppExchange
  • Configure the AgilePoint Custom Settings for the AgilePoint NX App for Salesforce
  • Configure the AgilePoint Remote Site Settings for the AgilePoint NX App for Salesforce
  • Associate an AgilePoint Process in Salesforce (Classic, Salesforce)
  • Set up AgilePoint Process History in Salesforce
  • Change the AgilePoint NX App for Salesforce Configuration from Trial to Production
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AgilePoint NX Product Documentation

Documentation Updated: March 22, 2024


This Page Applies To: AgilePoint NX v9.0


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