If you chose to test Bizible in a Salesforce Sandbox environment, please follow these instructions to migrate to Production once you are ready. The following instructions assume that you have already downloaded Bizible’s packages into your Sandbox org, performed the necessary testing and are ready to push Bizible to Production.
Please don’t hesitate to reach out to your Bizible point of contact with any questions or to walk through this over the phone.
Install Bizible’s two packages into Production with the “All Users” setting
For more information about Bizible’s relationship with Salesforce, take a look at this article
A bit of Salesforce configuration is necessary. The specific action items are outlined below in step 3
Log-in to the Bizible application at apps.bizible.com
Navigate to My Account > Settings > Connections
Click the pencil icon next to your SFDC connection to re-authorize
You will be prompted for your credentials, be sure to enter Production login details
This should switch your account from Sandbox to Production
Please reach out to your Bizible point of contact at this point to validate that the migration was successful