Prerequisites & Install
Service Assurance Hub Installation Guide
The Service Assurance Hub is a comprehensive managed package for Salesforce that enables organizations to monitor, track, and optimize service delivery. This guide walks you through the installation and configuration process for your Salesforce organization.
What Is the Service Assurance Hub?
The Service Assurance Hub is a managed package designed for large-scale Salesforce organizations that require comprehensive service delivery monitoring and optimization. It provides real-time visibility into service metrics, performance tracking, and automated reporting capabilities.
Key Features: Real-time monitoring, automated reporting, service-level tracking, performance analytics, and multi-currency support.
Prerequisites
Supported Editions
The Service Assurance Hub is compatible with the following Salesforce editions:
- Salesforce Enterprise Edition
- Salesforce Unlimited Edition
Multicurrency Required
Before installing the Service Assurance Hub, you must enable multicurrency in your Salesforce organization. This is a required configuration for the managed package to function properly.
Important: Multicurrency activation cannot be undone once enabled. Ensure this aligns with your organization's configuration strategy before proceeding.
To verify if multicurrency is enabled:
Check your organization settings to confirm multicurrency is active
To activate multicurrency:
- Navigate to Setup in your Salesforce organization
- Search for Company Information
- Locate and check the "Activate Multiple Currencies" checkbox
- Click Save to enable multicurrency
The multicurrency activation option in Salesforce Setup
Installation Steps
Step 1: Obtain the Installation URL
Install the Service Assurance Hub managed package using the installation URL provided by CodeyLabs. If you don't have the installation URL, contact the CodeyLabs team at info@codeylabs.com.
Step 2: Begin Installation
Navigate to the installation URL and initiate the managed package installation process. The installation will begin automatically.
The Service Assurance Hub installation screen
Step 3: Monitor Installation Progress
The Service Assurance Hub is a large managed package and may take several minutes to install. Do not close your browser or navigate away during this process. Installation progress will be displayed on screen.
Installation progress tracking during the managed package deployment
Verify Successful Installation
Before proceeding with configuration, verify that the Service Assurance Hub installed successfully:
- Navigate to Setup in your Salesforce organization
- Select Installed Packages
- Look for ServiceAssuranceHub in the list
✓ Installation Complete
If you see ServiceAssuranceHub in the installed packages list, the installation was successful. You can now proceed with configuration and post-installation setup.
Get Support
If you encounter any issues during installation or have questions about configuration, please reach out to the CodeyLabs support team:
CodeyLabs Support
Email: support@codeylabs.com
Our team is available to assist with installation, configuration, and troubleshooting.