About

If you are a Salesforce Administrator, you can install Precursive OBX in your Salesforce Production or a Sandbox - if you prefer to test it first or start a trial in a test environment. Once you have completed the installation, you will give access to Precursive OBX by assigning a License and a Precursive Permission Set to your users.
 

 

How to Install Precursive OBX

1. Go to our page on the AppExchange and click Get it Now

2. Log in with your Salesforce credentials

3. You will be prompted to select whether you want to Install in Production or Install in Sandbox

4. Click Confirm and Install

5.  Select Install for Admins Only

6. After Precursive is installed, find Precursive in the Installed Packages section of the Salesforce Setup and select Manage Licenses to assign a Precursive License to each user who will be participating in the trial

7. Next, select an appropriate Precursive Permission Set as there are different levels of access to Precursive

⚠️ If you’re installing into a Sandbox only, the package is removed from your sandbox organization whenever you create a new sandbox copy. If you install in Production first and then refresh a Sandbox, Precursive will also be copied into your Sandbox.

Problems Installing Precursive? Visit our Troubleshooting page for more information or contact us for assistance.

System Requirements

Salesforce Editions: Professional, Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements: Precursive OBX requires Chatter to be enabled.
 

• External Sharing is available for Salesforce Enterprise, Unlimited, and Performance Edition customers only. The feature requires the creation of Force.Com Sites. This capability is not available with Group or Professional Editions.
• Calendar Sync is available for Salesforce Enterprise, Unlimited, and Performance Edition customers only. The feature requires the creation of “Force.com Sites”. This capability is not available with Group or Professional Editions.

Supported Browsers

Precursive OBX works with latest versions of:

• Chrome
• Safari for Mac
• Firefox
• Microsoft Edge

How to opt-out of automatic updates

1. Go to Setup > Installed Packages and find Precursive OBX.
2. Click Configure.
3. In the first tab, select the checkbox for Automatic Update Opt-Out.

Related Resources

How to upgrade to the newest Precursive PSX version?