XfilesPro

Installation steps

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Get XfilesPro – Installation Steps

Step-1

You can now get XfilesPro by searching for XfilesPro in APP Exchange or click here to get to the app in APP Exchange.

Once you get the XfilesPro in the search results, click on the XfilesPro thumbnail icon.

 

Step-1(a)

When you click on the thumbnail, you will get the below screen-

Step-1(b)

Once you get the XfilesPro page open, click on Get It Now from the application information page.

If you are already logged into Salesforce, you will see the below buttons: INSTALL IN PRODUCTION & INSTALL IN SANDBOX.

Step-1(c)

As per your preference, you can either install in production or sandbox.

If you are not logged into Salesforce, you will see the below buttons: Login to the APPExchange & I don’t have a login.

 

Step-1(d)

Since you must have a Salesforce account to download XfilesPro app, it will not allow you to download this file.You need to login to APPExchange to proceed to download XfilesPro.

Once you log in and click on INSTALL IN PRODUCTION/INSTALL IN SANDBOX , it will prompt you if the application should download only to the Admin or to all users. Basis your requirement, you can choose an appropriate option. While it’s installing, it will ask you if you want to install it for all users, a specific profile or for admins only. Please choose an appropriate option.

 

Step-1(e)

Once you choose whom all you want to install the application, please approve the third-party access screen that you will get below –

IMP: If you do encounter an error like the below screen, please ensure that you have enabled your chatter settings.

 

To enable your chatter settings, please follow the below steps

  • To access the Chatter Settings page, enter Chatter in the Quick Find box and select Chatter Settings.
  • To enable Chatter for your entire organization, select Enable in the Chatter Settings section.
  • Once the chatter settings are enabled, please install the application.
  • You should now be able to download and install the application without any issues.

Congratulations you have successfully installed XfilesPro.Once the app is installed, you can view it in App Menu. Once the app is installed, you can view it in APP Menu.

Step-2

If you are on Classic view, you can launch the application from APP Menu.

 

XfilesPro will appear like below on Classic –

 

Step-2(a)

For Lightning View, you need to switch to lightning view and your XfilesPro will appear like the below screens. You need to first launch APP Launcher from the top-left corner of the screen.

Click on XfilesPro from APP Launcher. XfilesPro will appear like below on Lightning –

 

Our next step will be to configure a storage setup. Know how to configure a storage setup