Table of Contents
- Go to the UPS AppExchange Listing
- Click 'Get it Now'
- Choose Production or Sandbox
- Confirm Installation
- Install for All Users
- Approve Third Party Access
- Install Package
1. Go to the UPS AppExchange Listing
To install, begin by going to the Salesforce AppExchange and finding the Shipmate – UPS for Salesforce listing. You can find the app through Search or by clicking this link.
2. Click ‘Get it Now’
Click on the Get It Now button and select the desired destination. Shipmate – UPS for Salesforce can be installed in both Sandbox and Production instantly. Click Continue.
You will be asked to enter your Salesforce username and password. In order to install any AppExchange package, you must either be a Salesforce Administrator or have the Download AppExchange Packages permission on your user profile. If neither is applicable, please contact your Salesforce Administrator to install this app.
3. Choose Production or Sandbox
4. Confirm Installation
Once you have entered your Salesforce username and password, you will see the Confirm Installation page. After reading, confirm by checking I have read and agree to the terms & conditions, then click Install. You will have to verify your password one more time.
5. Install for All Users
6. Approve Third Party Access
In order to integrate with UPS, Shipmate must add a remote site setting to your Salesforce org, allowing safe communication between the two companies.
Check Yes, grant access to these third-party websites and click Continue.
7. Install Package
Installation may take a few minutes, and you will receive an email notification once complete. Once installed successfully, click to configure the app.
These post-installation steps are required.