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How do I set up Salesforce?

Initiating the setup process for Salesforce entails installing a Salesforce package, available across all Salesforce Editions. Before proceeding with the installation, ensure you have set up a Salesforce account to access the package post-download. On the Salesforce website, it is recommended to log into your account before commencing the installation process, followed by selecting either Production or Sandbox for installation. Here's a detailed outline of the installation procedure:

1. Upon purchasing the package, navigate to the installation URL provided by the package developer and click "Get It Now" from the application information page.

2. Enter your username and password for the Salesforce organization where you intend to install the package.

3. Click "Log In."

4. Choose to install in either Production or Sandbox environment (if installing in Sandbox, replace the www.salesforce.com link with test.salesforce.com).

5. Accept the terms and conditions, then proceed by clicking "Confirm and Install."

6. Enter the organization’s login credentials.

7. Once directed to the correct organization, follow the prompts to complete the package installation.

For further guidance, visit Salesforce’s official website for customized installation instructions.

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