Initial installation
Pre-installation requirements
Prior to installing the Komodo Publications Planning product in your Salesforce instance, complete these prerequisites:
Ask Salesforce Support to enable cascade delete.
Enable middle names and suffixes for contacts. To enable these settings:
Navigate to Setup | User Interface | User Interface.
In the Name Settings section, check these boxes:
Enable Middle Names for Person Names
Enable Name Suffixes for Person Names
Click Save.
Installation steps
Once the prerequisites above are met, use the Komodo Install Service to complete the following installation steps:
Install the Komodo Publications Planning product at https://install.komodohealth.com/products/kpp/latest/install.
Deploy the setup metadata at https://install.komodohealth.com/products/kpp/latest/setup.
Warning
You should only deploy the setup metadata upon the very first installation of the Komodo Publications Planning product. If you have an existing instance of the Komodo Publications Planning product in your Salesforce environment, do not deploy the setup metadata again as they will overwrite your existing configurations.
Post-installation requirements
After installing Komodo Publications Planning in your Salesforce instance, complete these requirements:
Allocate 1MB of organization storage capacity to the metadataAPI platform cache partition. For more information, visit Platform Cache.
(Optional) Connect Microsoft 365, and enable users to use the Microsoft 365 integration. For more information, visit Microsoft 365.
(Optional) Add the base URL of your Salesforce environment as a trusted domain for inline frames to enable clickjack protection. For more information, reference Salesforce’s documentation on how to Specify Trusted Domains for Inline Frames or reference the resolution notes in KI-118.