Navigate to [https://appexchange.salesforce.com/listingDetail?listingId=a0N3u00000QtdmjEAB&tab=e](https://appexchange.salesforce.com/listingDetail?listingId=a0N3u00000QtdmjEAB&tab=e)

The link will open the SpotDraft app page on the Salesforce AppExchange. Log in with your Salesforce account if not logged in already. If already logged in skip to [https://scribehow.com/shared/Force_Workflow__vQZUwHGSSrSj1PLmhmQqvQ#003030fc](https://scribehow.com/shared/Force_Workflow__vQZUwHGSSrSj1PLmhmQqvQ#003030fc) 

Select your Salesforce username. Incase your username is not displayed click on "Log In with a Different Username" in bottom and enter your user credentials.

Once logged in with the Salesforce account, click on "Get It Now" button.

There are two options for where you want to install the app. "Install in Production" this will install the app in your Salesforce production org. "Install in Sandbox" this will install the app in your Salesforce sandbox org. Click on the relevant option based on your choice.

Install in a Sandbox
Test this package in a copy of a production org.
Install in Sandbox

For now we will be installing the app in the production org by clicking on "Install in Production"

Please read and agree to the terms and conditons.

You can choose to click on "Allow the provider to contact me by email, phone, or SMS about other products or services I might like" if you allow SpotDraft to contact you.

Allow the provider to contact me by email, phone, or SMS about other products or services I might like

The installation might take 2-3 minutes to complete. Once installation is complete you will see a message "Installation Completed".

In some cases, you might see a message stating "Installation is taking longer than usual. We will notify you by email once the installation is complete." In such cases, you will receive an email once the installation is complete.

Click the gear icon on the top right corner.

Look for "Contracts via SpotDraft" from the list of installed apps.

Click the down facing arrow for the "Contracts via SpotDraft" app.

Change the value of the "Permitted Users" dropdown from "All users may self-authorize" to "Admin-approved users are pre-authorized"

All users may self-authorize
Admin approved users are pre-authorized

Dropdown value changed to "Admin-approved users are pre-authorized"

Scroll down on the same page and click on "Manage Profiles"

Select the appropriate profiles to choose which users have access to this application.

Click "Save" in the bottom right corner of the page.

Congratulations! You have successfully completed the installation of the SpotDraft app on Salesforce. Happy Contracting!

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This guide describes the process of installing and configuring the SpotDraft app in the Salesforce org.

Installing SpotDraft app in Salesforce.