This guide walks a Salesforce administrator through:

1. Installing ScaleXP Invoicing
2. Configuring the Tenant Token so the package can authenticate with ScaleXP.
3. Adding the ScaleXP Widget to your Opportunity Lightening page

Part 1 — Install ScaleXP Invoicing

1. Open the install link

1. Make sure you are logged into the correct Salesforce organization in your browser (the same one where you want ScaleXP installed).
2. Open a new browser tab.
3. Paste the install URL into the address bar: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgL000000G2YvQAK
4. Press Enter. Salesforce redirects you to the installation wizard.

2. Choose install options

1. Select Install for All Users (recommended — this lets all users in your organization use the widget).
2. Tick the acknowledgment checkbox if Salesforce shows a prompt about the third-party domain api.scalexp.com. This is required for the widget to communicate with the ScaleXP backend.
3. Click Install.

3. Wait for installation to complete

Installation usually finishes in 1–3 minutes. You may see a "This app is taking a long time to install" message — that's normal. Either:

1. Wait on the page until you see "Installation Complete", or
2. Click Done — Salesforce will email you when it finishes.

4. Verify the installation

1. Setup → Quick Find → Installed Packages.
2. Confirm ScaleXP Invoicing is listed, with Namespace Prefix = scalexp_invoice.

Part 2 — Add the ScaleXP Tenant Token

This step tells the package which ScaleXP customer account this Salesforce organization belongs to. Without it, the widget will load but all backend calls will fail with an authentication error.

1. Open the ScaleXP Config custom setting

1. Setup → Quick Find → Custom Settings → click it.
2. Find ScaleXP Config in the list (you may need to scroll).
3. Click Manage next to ScaleXP Config.

2. Create the Default Organization Level Value

1. On the Manage page, click New in the "Default Organization Level Value" section.
2. In the Tenant Token field, paste the token ScaleXP sent you. It is a long string with no spaces — copy and paste it exactly as received, without quotation marks.
3. Click Save.

Part 3 — Add the ScaleXP widget to your Opportunity Lightning Page

1. Open an Opportunity record

Open any Opportunity record in Salesforce.

2. Edit the Lightning Page

1. Click the gear icon in the top-right → Edit Page.
2. The Lightning App Builder opens with the Opportunity layout.

3. Add the ScaleXP component

1. In the Components panel on the left, type scaleXP in the search box.
2. Find the component named ScaleXP Invoicing (NOT ScaleXP Canvas) (the icon shows c:scaleXPInvoicing or scalexp_invoice:scaleXPInvoicing).
3. Drag the component onto the page in the location you want it — typically the right-hand column, below the Activity feed.
4. Click Save in the top-right.
5. If prompted "Activate this page", click Activate → choose "Assign as Org Default" → Save.
6. Close the Lightning App Builder tab.

4. Test the widget

1. Reload the Opportunity record page (Cmd+R / Ctrl+R).
2. The ScaleXP Invoicing card should appear with the invoice summary (count, total, status, etc.).
3. Click "View and amend invoices" — a modal should open with the invoice editor inside.

If the modal loads and shows the invoice editor, the installation is complete and ready to use.