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Creating an App account
The App account is essential for the proper functioning of Gonexa
Prerequisites
✓ The Gonexa package must be installed
Create your Gonexa App Account (Portal)
This step is central to allow you to generate your documents but also to allow you to unlock a lot of functionalities.
Note
1 App account = 1 Salesforce Production Org
Option #1 - If you are a consultant with access to multiple production environments, please create separate accounts for each of your clients. You can then invite your clients to join the App.
Option #2 - If you are a client, a single App account is all you need to manage your production environment and all your Sandboxes.
You can then invite your colleagues to join the App so they can connect to environments and perform tasks like deployments.
Creating your App account
- On Salesforce, go to the Gonexa Doc application, then to the Gonexa Administration tab
- Click on “Access to the App”
- Or go directly to app.gonexa.fr
- Click on “Register” for a first login
- Fill in the requested information such as name, first name, email address and username.
Note that a username is unique
- A confirmation email is then sent to the email address provided, simply click on the link received by email in order to be redirected to the password creation page.
- Once you have chosen a password, you can log in to the App using your username
