Sumo Prerequisites

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.

Default Workflow User

The Sumo for Salesforce app includes several Workflow Rules which are required for certain automated tasks. The Automated Setup step on the Installation and Upgrade steps carries out updates the Workflow Rules (that cannot be done automatically during the installation process). In order to run the Automated Setup, the org requires a Default Workflow User to be specified in the Salesforce setup's "Process Automation Settings".

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.

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