1. mOS Installation Steps

How to configure the integration between mOS and SFDC

⚠️ To get the latest version of the mOS Salesforce Integration, please contact your Customer Success Manager at MEDDICC. They will provide you with a link to the latest version. 

After you receive the link, simply follow the steps below: 

  1. Open on the link you received.
  2. Install the package via URL and provide your Salesforce Org Credentials when requested.
  3. Choose the option “Install for all users” and click install.
  4. The package will install and you will get an email notification. 

Step 1 - Install the Package 

Once you have received the latest version via URL, click it and Provide your Salesforce org credentials – Username and Password.

Step 2 - Choose the option “Install for all users”.

The package is available to all users by default. However, you can control which users have access to it by assigning the mOS permission set to specific users.

Install SF mOS

Step 3 - Install the package 

Once you click Install on the previous step, it will start installing in your Salesforce Environment. 

Install SF mOS 1Click Done when the "Installation Complete" message is displayed.

Install SF mOS 2

On completion, an email is sent to the admin installing the mOS package.

Install SF mOS 3

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Integration Overview                                            2. Grant User Access to mOS Package