You can find the Arrow PSA app from the Salesforce AppExchange.
Follow these steps to install and setup Arrow PSA for your administrators and Arrow PSA super users.
- Install Arrow PSA from the Salesforce AppExchange
Install the Arrow PSA package from the Salesforce AppExchange for a 30 day trial, or to assign your procured licenses for your organization. - Setup declarative rollups for lookups
Enable rollups in your organization so budgets and other metrics are appropriately rolled up. - Assign user licenses
Assign licenses to your Arrow PSA administrators and super users. - Assign administrative and super user permissions
Assign the core Arrow PSA ‘super user’ permission sets to your company’s administrators and super users.
Once the installation is complete configure Arrow PSA for your organization or begin using the system with the out of the box functionality!
