Step 1: Installation of Boomerang Salesforce Managed Package
Before Installing
Field Limits
Before installing, you should ensure that installing Boomerang package does not cause you to exceed field limits on the Contact, Lead, and Account objects.
Boomerang’s package is designed to seamlessly add Boomerang Custom Fields into your setup.
Here is a comprehensive list of all the Custom Fields and Objects that we create along with the descriptions.
Object | Object Type | No. of Custom Fields |
Contact | Standard | 14 |
Lead | Standard | 15 |
Opportunity | Standard | 1 |
Account | Standard | 3 |
Boomerang Account | Custom | 5 |
Boomerang Opportunity | Custom | 5 |
Boomerang | Custom | 48 |
Rest assured, Boomerang is designed with the utmost respect for your data. It will not delete any records or overwrite existing data until explicitly allowed.
Boomerang comes equipped with a configurable safeguard feature. This feature is all about making sure you stay well within the Salesforce Governor limits in your org.
How to Install
- Ready to bring Boomerang into your Salesforce instance? Just follow this link to get started.
SFDC Production Managed Package | |
SFDC Sandbox Managed Package |
- During the process, you'll see an option to “Install for All Users” - that’s the recommended option and will take care of all the permission assignments to the end users.
- Hit “Install” and you’re on your way.
Hang tight – installing the package can take anywhere from 2 to 20 minutes, depending on your Salesforce setup (usually, it’s about 5 to 10 minutes). Once everything’s up and running, you’ll get an email from Salesforce to let you know the installation is complete.