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Update Installing.md
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SWhitten authored Nov 14, 2024
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Expand Up @@ -18,17 +18,17 @@ When installing the Membership Essentials app for your organization, it is recom

* Once tested, the package can be installed into the Production org
* Replicate the applicable post-install steps
* Resource: [AppExchange Basics](https://trailhead.salesforce.com/content/learn/modules/appexchange_basics)

>
> *For more information about the App Exchange see* [AppExchange Basics](https://trailhead.salesforce.com/content/learn/modules/appexchange_basics)
>
[Install the latest managed package - (NEEDS LINK MEA PACKAGE)](https://install.salesforce.org/products/SummitEventsApp/latest){: .btn .btn-green }{:target="_blank"}

## Post-Installation Instructions

### Confirm Package Installation
1. Setup > Search for "Installed Packages"
2. cccc
3. Confirm the “Membership Essentials” app is one of the installed packages
2. Confirm the “Membership Essentials” app is one of the installed packages

### Assign Profiles to the Membership apps
Add user profiles to the “Membership” app in App Manager:
Expand All @@ -44,7 +44,10 @@ Add user profiles to the “Membership” app in App Manager:
4. Click **Add Assignments** to select users who will be managing memberships;
5. Click **Next** and review **Expiration Options**
6. Click the **Assign** button to add individual users to this permission set
7. For more information: [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=sf.perm_sets_manage_assignments.htm&type=5)

>
> *For more information:* [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=sf.perm_sets_manage_assignments.htm&type=5)
>
### Assign users to the Membership: View Permission Set
1. Setup > Permission Set
Expand All @@ -64,14 +67,18 @@ Update the page layouts' related lists on the following objects to view Membersh
6. ***(Optional)*** Assign the **Compact Product Layout for Membership** as the Primary Compact layout (if applicable)
- Setup > Object Manager > Product > Compact Layout

*For more information on customizing page layouts:*
* [Enhanced Page Layouts](https://help.salesforce.com/s/articleView?language=en_US&id=sf.customize_layoutcustomize_pd.htm&type=5)
* [Configure Page Layouts and Record Types](https://trailhead.salesforce.com/content/learn/modules/lightning-knowledge-setup-and-customization/configure-page-layouts-and-record-types)
>
> *For more information on customizing page layouts:*
> - [Enhanced Page Layouts](https://help.salesforce.com/s/articleView?language=en_US&id=sf.customize_layoutcustomize_pd.htm&type=5)
> - [Configure Page Layouts and Record Types](https://trailhead.salesforce.com/content/learn/modules/lightning-knowledge-setup-and-customization/configure-page-layouts-and-record-types)
>
----
### *You're all set! You should now have a working version of Membership Essentials!*

Check out the **Additional Considerations** section for details on configuration you may want to incorporate into your Salesforce org.


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