Skip to content

Install AddressTools

Overview

This guide outlines the steps to install the AddressTools Premium managed package from AgentExchange (formerly AppExchange).

Before installing AddressTools, ensure that you are a Salesforce Administrator. AddressTools is available on a 14-day free trial, so you can install and configure it before committing to a subscription.

Step 1: Access the AgentExchange Listing

  1. Navigate to the AddressTools Premium AgentExchange listing.

Note: ProvenWorks also publishes a free edition of AddressTools under a separate listing. The steps in this documentation apply to AddressTools Premium.

Step 2: Get It Now

  1. On the AgentExchange page, click the Get It Now button to install AddressTools into a production environment. Alternatively, if you are installing into a Sandbox, click the Try It button.
  2. Log in with your Salesforce credentials if prompted.

Step 3: Choose the Installation Environment

  1. Select the appropriate environment and click the Install button.
  2. Review the Terms and Conditions provided by ProvenWorks.
  3. Check the box to agree, then click Confirm and Install.

Step 4: Grant User Permissions

  1. During installation, you'll be prompted to choose the default allocation of permissions:
    • Install for Admins Only: Recommended for initial setup.
    • Install for All Users: Automatically grants access to all users.
    • Install for Specific Profiles: Manually assign permissions to users assigned to specified Profiles.
  2. Choose the appropriate option and click Next.

Note: Whichever option you choose here, the AddressTools Permission Sets still need to be assigned before anyone can use the solution. See Granting User Permissions.

Step 5: Complete the Installation

  1. Salesforce will process the installation. This may take a few minutes.
  2. Click Done to finish the process.
  3. Once the installation has been successful, you'll receive an email.