Installation

Install Coconut Grid directly from the Salesforce AppExchange.

Install from AppExchange

  1. Go to the Coconut Grid listing on AppExchange.

  2. Click Get It Now.

  3. Choose whether to install in Production or Sandbox.

  4. Log in with your Salesforce credentials.

  5. Review the package details and click Install.

  6. Select the security option that fits your org.

  7. Click Install and wait for the process to complete.

Post-install steps

  • Assign a License to each user.

  • Assign the appropriate Permission Set.

  • Add the Coconut Grid app or tabs to your users’ Lightning App or Classic interface.

Behavior details

  • After installation, Setup → Installed Packages shows the Coconut Grid package details.

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