Addrexx is now installed! 

Next, we will customize the install for Standard Users. 

Under Administration Setup, select Manage User | Profiles

Select the “Edit” button next to “Standard Users”

 

SET CUSTOM TAB SETTINGS

Locate the “Custom Tab Settings”.  Please change the values of all three tabs from “Tab Hidden” to “Default On”

 

 

SET FIELD LEVEL SECURITY FOR ACCOUNT

Continue working under the “Profiles” section – Locate the “Field-Level” Security section

Click the “View” link to the right of Account

Click Edit

Make sure the following fields are selected:

            -Billing Address (Line 1)

            -Billing Address (Line 2)

            -Shipping Address (Line 1)

            -Shipping Address (Line 2)

 

Select back to profile

 

 

SET FIELD LEVEL SECURITY FOR LEAD

Click the “View” link to the right of Lead

 

 

Click Edit

Make sure the following fields are selected:

            -Address1

            -Address2

 

Select back to profile

 

SET FIELD LEVEL SECURITY FOR CONTACT

Click the “View” link to the right of Contact

 

 

Click Edit

 

Make sure the following fields are selected:

            -Mailing Street (Line 1)

            -Mailing Street (Line 2)

            -Other Street (Line 1)

            -Other Street (Line 2)

Select back to profile

 

 

ENABLE VISUALFORCE PAGE ACCESS

Sroll down in the profiles section and locate th “Enabled Visualforce Page Access” section.  Edit the available page so the result matches the screenshot provided below.

 

SET HOME PAGE LAYOUT

Under “App Setup” – Select Customize | Home | Home Page Layouts

Select the checkout to the right of “Addrexx”

Use the arrows to move “Addrexx” to the top of the “Narrows (Left) Column” field

CONFIGURE SALESFORCE 1

 

Go “Mobile Administration” then “Mobile Navigation”

Move the three Addrexx menu items shown below to the “Selected” section

 

 

Move the three Addrexx items to the top of the “Selected” section.