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Update Installing.md
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SWhitten authored Nov 14, 2024
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Expand Up @@ -25,37 +25,38 @@ When installing the Membership Essentials app for your organization, it is recom

## Post-Installation Instructions

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

### 2. Assign Profiles to the Membership apps
### Assign Profiles to the Membership apps
Add necessary user profiles to the “Membership” app in App Manager
2a. Setup > App Manager > find the "Membership" app
2b. "Edit" the Membership app
2c. Click the User Profile setting and add the applicable 'Available Profiles' to the 'Selected Profiles' column.
2d. Click "Save"
1. Setup > App Manager > find the "Membership" app
2. "Edit" the Membership app
3. Click the User Profile setting and add the applicable 'Available Profiles' to the 'Selected Profiles' column.
4. Click "Save"

### 3. Assign users to the Membership: Manage Permission Set
3a. Setup > Permission Sets
3b. Click on the Permission Set Label **Membership: Manage**
3c. Click the **Manage Assignments** button to view Current Assignments
3d. Click **Add Assignments** to select users who will be managing memberships;
3e. Click **Next** and review **Expiration Options**
3f. Click the **Assign** button to add individual users to this permission set
3g. 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: Manage Permission Set
1. Setup > Permission Sets
2. Click on the Permission Set Label **Membership: Manage**
3. Click the **Manage Assignments** button to view Current Assignments
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)

### 4. Assign users to the Membership: View Permission Set
4a. Setup > Permission Set
4b. Click on the Permission Set Label **Membership: View**
4c. Repeat steps 3-6 above for those users who need view-only access to Memberships
### Assign users to the Membership: View Permission Set
1. Setup > Permission Set
2. Click on the Permission Set Label **Membership: View**
3. Repeat steps 3-6 above for those users who need view-only access to Memberships

### 5. Customize Page Layouts
### Customize Page Layouts
Update the related lists on the following object to view Membership details:
5a. Account - add Membership and Opportunity related lists
5b. Contact - add Membership and Opportunity related lists
5c. Products - add Membership to the related lists
5d. (Optional) Assign the Compact Product layout for Membership as the Primary Compact layout (if applicable)
1. Account - add Membership and Opportunity related lists
2. Contact - add Membership and Opportunity related lists
3. Products - add Membership to the related lists
4. (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:
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