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Sertifi Support Site

Quick Install Guide

Note

In most circumstances, Sertifi highly recommends using the quick installation process for the Advanced version of Amadeus Sales & Event Management.

If you want a lightweight installation option for Amadeus Sales & Event Management, you can download and install the Sertifi for Salesforce application, and then contact your Customer Success Manager to complete set up and configuration on your behalf.

To do this:

  1. Request the appropriate download links from your Sertifi Customer Success Manager.

  2. Download the Sertifi app from the AppExchange in Salesforce.

  3. Grant Sertifi access to your Salesforce org. To do this:

    1. Login to your Salesforce org.

    2. Navigate to your name in the top-right hand side of the page.

    3. Click the name dropdown.

    4. Click My Setup or My Settings from the dropdown list.

    5. Click Personal in Personal on the left-hand side of the page.

    6. Click Grant Login Access.

    7. Grant login access to Sertifi for 7 days.

    Note

    Remember to grant access to Sertifi Support, not Salesforce Support.

  4. Send any additional request information to your Sertifi Customer Success Manager in order to complete your setup and installation.

On average, this process can save you up to an hour of setup and configuration time.

Your Customer Success Manager can quickly configure your Sertifi app with our out-of-the-box solution. Additionally, your Customer Success Manager will set up any special requirements and objects per your discussion with the Sertifi Sales team.