Install Flow
- Log in to Salesforce as a system administrator.
- Open the package installation link provided by ShiftUp.
- Complete the Salesforce installation wizard.
- Approve required external connections when prompted.
- Wait for installation completion, then open the ShiftUp app.
Notes
- Installation includes an external client application used for AI workflow authorization.
- If your org has strict allowlist controls, coordinate endpoint approvals before running install.
Validation
After install completes:- Confirm the ShiftUp app appears in the App Launcher.
- Confirm permission sets from the package are visible in Setup.