Prerequisite:
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In Salesforce, you have the Customize Application permissions on your profile
From the Installed Packages screen (post managed package install)
1) In the top left corner of the screen, click the App Launcher
2) Click Sales from the list of options (Please keep in mind, you can enable Search Spekit on Service too)
3) The previous step will take you to the Home page for the Sales
4) Click the gear icon
5) Click Edit Page
6) The screen will reload and you will now be in the Lightning App Builder for the Home Page Default
7) Look on the left side list of Components
8) Look down the list under the section of the Components list for Custom - Managed (1)
9) Left click and hold on Search_Spekit
10) Drag and drop Search_Spekit on the Home Page Default layout in the location indicated in the screenshot below
After you drag and drop the Search_Spekit component, it should look like the screen below…
11) On the top right of the page, click the blue Save button
12) A Page Saved prompt will appear
13) Click the blue Activate button
14) A prompt will then appear for Activation: Home Page Default
15) Click the Assign as OrgDefault button which is under the heading of ORG DEFAULT
**Please keep in mind that this will depend on the configuration of the org, so the Admin can make the choice that makes the most sense for their Salesforce org**
**Please do not click the blue Close button**
16) The screen will then show Review Assignments (1) for what you selected
17) Click the blue Save button
18) Click Back to return to the Home screen
If you encounter an issue where the Spekit Lightning Component is not appearing on the Home page, please take a look at your web browser to see if you’re being prompted to accept pop-ups from your Salesforce custom domain
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Click on the right side of the address bar (example shown below is Google Chrome)
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Click on Pop-up blocked
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Click in the circle to the left of Always allow pop-ups…
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Click Done
A pop up will appear from your browser asking:
Do you want to allow access for <your email address>
Click the Allow button
19) The Spekit Lightning Component will load on the Salesforce Home page
