Installation Guide
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Installation & Upgrades
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Installing into an Existing Salesforce.com Organization
- STEP 1: Enable Salesforce CRM Content
- STEP 2: Create AdvoLogix Platform User Profile
- STEP 3: Request AdvoLogix from the AppExchange
- STEP 4: Modify CRM Content Version Page Layout Field Set
- STEP 5: Assign Page Layouts
- STEP 6: Create Content Libraries
- Enable Feed Tracking (optional)
- Assign Home Page Layout (optional)
- Add the Timekeeper Checkbox - User Page Layout (optional)
- Install the Lightning Supplement (optional)