This article describes how to install Gainsight in your Salesforce environment. After you install Gainsight, you will learn how to assign a Gainsight license to one or multiple Salesforce users.

Note: If you were provided with an installation link, log in to your Salesforce environment (if installing in Sandbox, be sure to log in to Sandbox), copy and paste the link into your browser, and skip to Step 6.

Step1: Access AppExchange

Step1: Access AppExchange
  • Go to the App Exchange at the top-right of Salesforce

Step 2: Search for Gainsight

Step 2: Search for Gainsight
  • Search for Gainsight.
  • Click Get It Now.
  • Choose to Log in to the AppExchange and use your Salesforce credentials.

Step 3: Choose Org Type

Step 3: Choose Org Type

Choose to:

  • Install in production OR
  • Install in Sandbox

Step 4: Confirm and Install

Step 4: Confirm and Install
  • Review what you are installing and where you are installing.
  • Check the box to agree to the terms and conditions.
  • Click Confirm and Install.

Step 5: Verify Salesforce Login

Step 5: Verify Salesforce Login
  • If prompted, confirm your Salesforce User Name and Password.

Step 6: Package Password

Step 6: Package Password
  • Enter the package password and select the appropriate option from the ones described below; then click Install.

There are 3 options to choose from when determining the security level when will be used during installation and when upgrading to new versions of Gainsight:

  1. Grant Access to Admins Only - Users with your profile get full access This is the Gainsight recommended option. Use this option if you want all SF Admins to have full access to Gainsight in the event a Gainsight License is assigned to that user. When ready to give other users access you will do so by editing the profile or assigning permission sets.
  2. Grant Access to All Users - All internal custom profiles get full access This is not recommended by Gainsight. Use this option if you want all users who are assigned to a custom profile to have full access to Gainsight in the event a Gainsight License is assigned to that user.
  3. Select Security Settings - User access set by profile Not recommended for most packages, discuss with your Gainsight representative.

Note: If you do not have this password, contact support@gainsight.com to make a request.

Step 7: Configure Gainsight

Step 7: Configure Gainsight
  • At the top of Salesforce, click your name and choose Setup.
  • On the left side under App Setup click Installed Packages.
  • Next to JBaraCSM, click Configure.
  • Click Initialize.
  • After this screen appears, close the screen.

Step 8: Assign Licenses

For more information on assigning licenses in Gainsight, see the article Adding Users to Gainsight.