Basic Setup - Step 1 - Configure the Salesforce usage of SharinPix

  • Go to Salesforce Setup and type Connected in the Quick Find Box

    • Then click Manage Connected Apps

  • From the list, click Edit next to the Albums Connected App

  • Change value of** Permitted Users** from All users may self authorize to Admin approved users are pre-authorized

  • Click on **Save **when done

Alert?

Just click on OK. You're about to give permission to the profiles that will be using this.

Manage Profiles

  • Go back to Manage Connected Apps , then click on Albums

  • Next, scroll down to Profiles and click on Manage Profiles.

Grant SharinPix Access to Profiles.

We will grant yourself access for now, therefore:

  • select System Administration

  • Click **Save **when done

Assign SharinPix Licenses to Salesforce Users

**Note: **This section is not applicable for organisations using the SharinPix Trial version and on Sandboxes.

To assign SharinPix licenses to Salesforce users, follow the steps below:

  • From Setup , enter Installed Packages in the Quick Find box, then select Installed Packages

  • Click on **Manage Licenses **next to the package ImageManagementBySharinPix

  • Add or remove the licenses corresponding to specific users

Tip:

For more information about how to manage licenses for installed packages, you can refer to the following article:

Managing Licenses for Installed Packages

Now you just have to Register Your Salesforce Organization to SharinPix before you can set up SharinPix on Classic / Lightning / Salesforce mobile App

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