Install Coconut Grid directly from the Salesforce AppExchange. The installation process is handled within Salesforce and typically takes a few minutes.Documentation Index
Fetch the complete documentation index at: https://coconut-grid.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Install from AppExchange
Open the AppExchange listing
Go to the Coconut Grid listing on Salesforce AppExchange.You can also access it from AppExchange and searching for
Coconut Grid.Click Get It Now
Click the Get It Now button on the AppExchange listing. You will be prompted to log in and select the installation environment.
Choose installation environment
Select where you want to install Coconut Grid.
- Production: Install in your live Salesforce environment
- Sandbox: Install in a test or development environment
Log in to Salesforce
Log in using your Salesforce administrator credentials. Make sure you are logging into the correct org (Production or Sandbox).
Review package details
Review the package information, including version and components. Then click Install to proceed.
Select security settings
Choose the appropriate security option:
- Install for Admins Only (recommended for initial setup)
- Install for All Users
- Install for Specific Profiles
Complete installation
Click Install and wait for the installation to complete. Salesforce may take a few minutes to process the package. You will receive a confirmation email once installation is finished.