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Installation

Isimio can be installed on your Salesforce org by visiting the AppExchange.

Once intsalled, you can find the application in the app launcher:

Find the Isimio app in the app launcher

This application will provide tabs to access basic instructions, as well as advanced configuration for fields, objects, and actions. If this is your first time, focus on the Scheduler tab.

The first time you launch Isimio, you will be prompted to select one of the pre-configured standard objects. These options should allow for quick configuration of some of the common, standard use cases for the app. If none of the options apply to you, or if you wish to schedule custom objects, select any option and proceed to configure the data model using the built-in configuration tool.

The Scheduler component can also be added to any lightning home, app, or record page. You do this by editing the lightning page, and dragging the Scheduler component from the list on the left side of the screen. When placed inside a record page, Isimio will attempt to detect and display only the records relevant to this page. For example, if the scheduler is placed on the user record page and shows opportunities by user, then only opportunities by the user that is being viewed will be shown.

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