2. Installing CT Pharma Package

Prerequisites

Before the installation, allow users to relate contacts to multiple accounts.
CT Pharma package can be installed on the following Salesforce Editions:
- Enterprise
- Unlimited
- Force.com
- Developer
- Performance

Installation

To install the CT Pharma package:

Follow the direct link to the managed CT CPG package on the AppExchange site.

Alternatively, go to the AppExchange site, enter CT Pharma in the search box, and click CT Pharma in the search results.
Click Get It Now for a 30-day free trial version.
Select the installation type.
- The Install in Sandbox installation type requires production org credentials.
- Regardless of the installation type, you can use the CT Pharma package for 30 days in trial mode.
Read the installation details, agree with terms and conditions, and click Confirm and Install.
Select the security level of installation and click Install.

It is recommended to select Install for Admins Only security level. A Salesforce organization can contain numerous profiles. It may be unwise to give admin permissions to all the users.

Admin can set the permissions for specific users after the package installation.

It will take some time for the CT Pharma package to be installed. You will receive the email at the specified email address when the process is finished.

To view and manage the installed package, go to Setup → Installed Packages.