Before installing the Matter Management package, it is essential to prepare your organization with the necessary requirements.
Verify the Following Settings
- Enable CRM Content - CaseCloud makes extensive use of content at the matter level, so CRM Content must be enabled. New Salesforce implementations will have content enabled by default. To enable CRM Content
- Go to Setup >> Quick Find: enter "content" >> Salesforce CRM Content
- Check the first checkbox with "Enable Salesforce CRM Content"
- Select "Save".
- Enable Chatter - Chatter is a corporate network that lets your users work together, talk to each other, and share information, all in real time. To enable Chatter:
- Go to Setup >> Quick Find: enter "Chatter" >> Chatter Settings
- Choose "Edit".
- At the very minimum, check the first checkbox under "Chatter Settings".
- Select "Save".
- Modify Email Deliverability [only needed when installing in a sandbox] - This page lets you configure settings to improve your organization's email deliverability. The deliverability access level must be set to "All Emails".
A, B, and C must be completed before installation, or the package will fail to install.