Sumo Prerequisites
Updated over a week ago

Before attempting to install the Sumo for Salesforce package, the System Administrator must ensure that the following prerequisites are met in order to successfully complete the installation.

Salesforce Organisation Types

Cloudapps only supports the installation of the Sumo for Salesforce package into either an Enterprise Edition (EE), Unlimited Edition (UE) or Performance (PXE) organisation types. Installing Sumo for Salesforce into Developer Edition (DE), Group Edition or Professional Edition (PE) organisation types is not supported.

Salesforce User Licence Types

The System Administrator responsible for installing the package with require a full Salesforce licence and have the Download AppExchange Packages user permission. Once installed, a Salesforce user licence type is required to be assigned to each administrator of the Sumo for Salesforce application, i.e. "Motivation Designers and Competition Managers". For other Sumo user types, either a Salesforce or Salesforce Platform user licence type is required. Cloudapps does not support the use of any other user licence types. Users with other licence types, such as Chatter Free, will not be able to access the Sumo for Salesforce application or its components.

Chatter

The Sumo package can only be installed into Salesforce orgs with Chatter enabled.

This is because Sumo integrates with Chatter's "Post" and "Comment" features.

However, the features do not need to be deployed and Chatter does not need to be enabled for the users.

Tip: To set up Salesforce Chatter in your organisation, follow the steps in this article: https://help.salesforce.com/HTViewHelpDoc?id=collab_enable.htm&language=en_US

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