Step 1: AppExchange
The Vision-e Scan AppExchange Package
The Vision-e AppExchange Package is available as a freemium download on Salesforce AppExchange. Users can get the latest release and find technical details directly on the AppExchange page.
Please make sure you download the latest AppExchange version, which is 1.410.
To download and install the package from the AppExchange, you'll need someone with AppExchange installation permissions.
Installing the Package
When installing the Vision-e Scan package, you'll have three options:
- Install for Admins Only: Only admins (and users explicitly assigned permissions) can see and use the package components.
- Install for All Users: All profiles get access to the objects, tabs, and components included in the package.
- Install for Specific Profiles: You choose which profiles can access which components.
Note: It’s recommended to install the Scan package for Admins only, and then use the provided permission sets to grant access to non-admin users as needed. This approach gives you more control over who can use the package’s features.