Install the Salesforce approved package into your Production or Sandbox instance by visiting the AppExchange. Search for Installed Packages and click on the “Visit AppExchange” button, as below:

Note, “Try It Free” will only support a sandbox installation. Whereas “Get It Now” will install to your Production Org. Both methods are a free 30 day trial.

“Get It Now” for the Production install is also a 30 day free trial.

As below, the package will be installed to Production with a Status = “Trial”. If you click into “Manage Licenses” you’ll see the Expiration Date.

Note, once the package is installed, you have some minor config still to do, otherwise the SQL-Sales Application installed on your SQL Server will not be able to connect to it. See the steps that follow.

Installing the Package

Choose "Install for Admins Only"

"View components"

The "SQLSalesUndeleteService" Apex Class (and associated Test Class) provides a custom REST api, supporting undelete functionality. This allows a full range of data operations via the OAuth 2.0 connection (as undelete is not supported by default by the Salesforce REST api, only the SOAP api supports this by default).

The "SQL Sales" Connect App handles the connection itself (from the installed SQL-Sales Daemon).

Click the acknowledgment to install

Installation in progress...

One you get to “Installation Complete!” - if you click on "View on another browser", you’ll be directed to the Managed Package help pages (the same information you’re reading here) previewed in the frame below.

Managed Package installation link (this help article):

Finally Click "Done"

Installed Packages

click onto "SQL-Sales"

View Components

Click "View Components" to see what you have installed

As previously described - the package consists of a Connected App and an Apex class.

SQL Sales Connected App Configuration

We need to make some post installation configuration changes. From Setup, type "app" and navigate to Apps >> App Manager.

You will have an entry for "SQL Sales" Connected (Managed).

Click "Manage"

Click "Edit Policies"

OAuth Policies

Step 1

By default your installed connected app will have Permitted Users set to: "All users may self-authorize"

Change Permitted Users to: "Admin approved users are pre-authorized"

Click OK on the confirmation prompt below:

Step 2

By default "Issue JSON Web token (JWT)-based access tokens is not enabled

Tick the checkbox and leave the default token timeout at 30 Minutes (SQL-Sales at run time will validate this setting is 30 minutes).

Click Save

Step 3

Back on the SQL Sales Connected App Detail page, click on "Manage Profiles"

Click "System Administrator"

For completeness and general awareness, you can tick the "SQL Sales" checkbox in the Connected App Access section of the System Administrator Profile page.

Either method, will result in the below, on the SQL Sales Connected App detail page:

Step 4

You must now follow the instructions here to setup your connection for the given Salesforce instance you wish to connect to (in our example here, the "Test2" sandbox)