Oil Field Water Hauling app™ Installation Guide

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Steps 1a through 1e are pre-requisite before installation.

1a.

Create a new “Record Type” on the “Service Appointment” Object
Go to Setup – Object Manager – Service Appointment – Record Type – Click New
Fill in the required details as shown below.

1b.

Please Note: While creating a Record Type, make sure that “Make Available” checkbox(es) option is NOT selected as per the screen capture.

1c.

Create a new “Record Type” on the “Work Order” Object
Go to Setup – Object Manager – Work Order – Record Type – Click New

1d.

Fill the required details as shown below

1e.

Please Note: While creating a Record Type, make sure that “Make Available” checkbox(es) option is NOT selected as per the screen capture.

If you didn’t follow steps 1a through 1e, you might encounter
the error below during the package installation.

How to install the Oil Field Water Hauling app™

2.

Click on the Installation Link and provide the details for the Org where the package needs to be installed.

Installation on Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5e000000RhrA
Installation on Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5e000000RhrA