Installing Checklist

To begin installing Checklist, you must be logged into a System Administrator account.

Installation Test

It is recommended to test this first in a Developer (DE) Org before your Production Org.

1. Access the AppExchange
2. URL: https://appexchange.salesforce.com/
3. Or within Apps inside your DE Org
   1. Click on the “Apps” dropdown
   2. Click View All
   3. Click on “Visit AppExchange”

If accessing the AppExchange from within your DE Org, you will be prompted to complete the download/purchase from the AppExchange website

1. After locating the IOLITE Checklist
2. Click “Get It Now”

If you are not logged in, you will be prompted to login with your Trailblazer.me account. Your DE/Prod Org must be linked to your Trailblazer.me account to download this app.

  Trial Account

This will install a trial version of Checklist for your utilization on the selected org.

Please continue to the Next section on Launching Checklist.