The LawVu for Salesforce app is offered as a managed package intended to be used within the Opportunity page.

This article covers two kinds of installation options :


Installation - unmanaged

  1. Open the supplied installation URL and, after authenticated in Salesforce as a user with admin access, choose “Install for Admins Only”:

2. If present, check the checkbox titled “I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce's AppExchange Partner Program.”

3. Click Install

4. Grant access to the third-party URL(s) and click Continue.

5. Once the installation is completed, you will see the following screen:

6. After you click Done, you will be taken to the Salesforce Setup page.


Installation – managed

[TODO – add screenshots once app is successfully listed in AppExchange]

1. Open the “Setup” screen:

2. Open “AppExchange Marketplace”

3. Search for LawVu Contracts and open in full
[TODO – Add screenshot when listing done]

4. Use the “Get it now” button to install the application.
[TODO – Add screenshot when listing done]

5. Once the installation is completed, you will see the following screen

6. After you click Done, you will be taken to the Salesforce Setup page.



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