Boosting Your CRM Productivity

Local Time – Installation and Setup

NOTE: You need system administrator privileges in-order to properly install and configure the Local Time App in your Salesforce Org.

Click on the Get It Now button from the Local Time App listing on Salesforce AppExchange.

Local Time App listing on Salesforce AppExchange

Login to AppExchange with your Salesforce Production Org credentials and select where you want to install the App.

local time installation

Go through the following steps to install the App properly in your Salesforce Sandbox or Production environment.

If you chose Sandbox, you may be asked to login with your Sandbox org login credentials.
If you chose Production, you may be asked to login with your Production org login credentials.

 

Step 1 – Accept the terms & conditions and then click on the Confirm and Install button.

 

Step 2 – Select the Install for All Users option and click the Install button.

local time installation

 

Step 3 – In the Approve Third-Party Access popup window, select “Yes, grant access to these third-party web sites” checkbox and then click the Continue button.

local time remote site

 

Step 4 – Wait until the Installation complete screen appears. Click the Done button.

local time installation

 

Step 5 – From Salesforce Lightning Experience App Launcher, select the Local Time App to setup the app.

local time installation

 

Step 6 – Click the Local Time Config tab and review the values for different options. Click on the local time installation icon in case you need explanation for each of the options. Then click the Save button. Clicking the Save button is an important step and thus must be performed atleast once after the App is installed.

local time installation

 

Step 7 – Data Warm-up. The timezone information is initially not available on the records created prior to the installation of the App. Thus we recommend that you do a one-time mass update of these old records. You can do so from the Mass Update subtab, as shown in the Local Time Config tab (See the screenshot in Step 6). You will see the timezone information for these records after this update step is completed. The Local Time Error Logs tab will give you information about any errors encountered during the update of any of these records.

 

Step 8 – Manage Licenses. Perform this step when you are ready to add other Salesforce users to use the App. By default, only the System Administrator that installed the App has access to it.

Go to Setup -> Apps -> Installed Packages. Then click on Manage Licenses link next to the Local Time App. Add all the relevant users that need access to the App.

NOTE: The free trial is valid for 30 days and is limited to 10 users. All the users in your Salesforce Org will have access to the App automatically, once a valid license for the App is purchased.

 
Step 9 – Please click the Next link below to customize the App.

 

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