Healthcare Solutions
  • Empower your Participants
  • Getting Started
    • The Maica Lifecycle
    • Installation
    • Reference Data Configuration
    • Post Install Steps
      • Post Install Checklist
    • Software License Agreement
    • NDIA Provider API Outages
    • Getting Started with Client Care
    • The Maica License and Data Model
  • General Information
    • Client Management Settings
      • Agreement Management
      • Renewal Management
      • Program Enrolments
      • Claim Management
        • Reconciling Bulk Payment Request (BPR) File
      • ABA File Management
      • Product Management
      • Statement Management
      • Email Management
      • NDIS Synchronisation
      • Logs Management
      • NDIS Notifications (Webhooks)
      • NDIS Integration
      • Connections Management
      • Opportunity Management
    • Client Care Settings
      • General Settings
      • Planner Management
      • Rostering Management
      • Appointment Management
      • Validation Management
      • Timesheet Management
      • Travel Management
      • Billing Management
      • Billable Client Care Settings
    • Glossary
    • Maica Permissions Sets
    • Maica's Discord Server
  • Participant Management
    • Managing Connections
    • Managing Resource Preferences
    • Participant Selection
    • Record Client Notes
    • Participant PRODA Sync
    • Contact Sharing Rules
    • Billable Client Notes
  • NDIS Management
    • Opportunity Overview
    • Service Agreement Overview
    • Plan Management
      • Participant Overview
      • Plan Overview
      • Service Booking Overview
      • Create Service Booking
      • Manage Service Booking
    • Participant Statement
      • Sending ad-hoc funding statements
      • Manually send monthly funding statements
      • Schedule and automatically send monthly statements
      • Participant Statement Email Template
        • Participant Statement Detail
    • Invoice Management
      • Invoice Overview
      • Payment Request Overview
      • Invoice Entry
        • Alerts & Validation
      • Invoice Scheduling
      • Claim Management
      • Credit Management
      • Invoice Status Management
      • ABA File Generation
  • Aged Care Management
    • Service Agreement Overview
    • Support Category & Items
    • Budget & Funding Management
    • Status & Leave Management
    • Fee Billing Engine Overview
    • Claim Management Overview
    • Invoice and Product Settings
  • Resource Management
    • The Resource Profile
    • Resources Rostering
  • Planner Management
    • The Planner Overview
    • Unavailability & Breaks
    • Appointment Optimiser
  • Appointment Management
    • The Appointment Profile
    • Creating Appointments
      • Appointment Sections
      • Step 1: Basic Details
      • Step 2: Location
      • Step 3: Recurrence
      • Step 4: Additional Details
      • Step 5: Custom Fields
      • Step 6: Client Note(s)
      • Step 7: Completion
    • Managing Appointments
      • Editing Appointments
      • Checking into Appointments
      • Checking out of Appointments
      • Storing Appointment Files
      • Capturing Signatures
      • Completing Appointments
    • Appointment Cost Calculation
    • Service Agreement Leave
    • Appointment Validation
  • Client Care Reference Data
    • Skills Management
    • Delivery Activities
    • Appointment Services
    • Checklist Management
    • Client Note Templates
  • Maica Billing Processes
    • Maica Billing Processes
      • Invoice Generation Flow Logic
      • Invoice Dispatch Flow Logic
      • Manual Appointment Billing
      • Appointment Travel Billing
    • Xero Synchronisation
    • Xero Connection Configuration
  • Data Imports
    • Import Support Item Catalogue
    • Importing Historical Invoices
  • Log Management
    • Log Object
    • Synchronisation Logs
    • Maica Logs Report
    • Delete Logs
    • Known Issues & Gotchas
  • NDIS Notifications
    • Overview
    • How to setup
    • Events
  • Additional Information
    • Maica Client Care Releases
    • Maica Development Roadmap
    • Maica PACE Compliance Setup
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On this page
  • Install Maica from the AppExchange
  • Pre-Installation Steps
  • Lightning Email Templates - Folders and Enhanced Sharing
  • Next Steps
  1. Getting Started

Installation

This section will walk you through how to install the Maica managed package into your Salesforce environment.

PreviousThe Maica LifecycleNextReference Data Configuration

Last updated 1 year ago

We recommend installing Maica in a Sandbox first prior to your Production instance

Install Maica from the AppExchange

Maica is a managed package that can be viewed via the Salesforce . For Maica to remain compliant with the NDIS and data sovereignty requirements, you'll need to contact Maica and have our team install the App for you into your Salesforce environment. Why is this? We need to physically verify that your Salesforce instance is located in Salesforce's Australian data centre.

You can either grant the Maica team access to your environment and we can do this on your behalf, or, alternatively, you can send us a screenshot of your Company Information from Salesforce Setup. Just make sure this includes the Instance like the image below.

To confirm your instance is located in Australia, the Instance will have an AUS prefix

Pre-Installation Steps

The steps below must be completed or validated (as they may already be done in your Salesforce environment):

Lightning Email Templates - Folders and Enhanced Sharing

Ensure the Folders and Enhanced Sharing setting is turned ON.

If the Folders and Enhanced Sharing setting is not turned on before installing the Maica package, you'll receive an email notifying you that the package failed to install.

Next Steps

Whilst we have done our very best to pre-configure as many of the Salesforce settings as possible, there are some steps that cannot be completed as part of the App install. There are some required post-install steps that are discussed in the next section.

AppExchange
Your Company Information Settings via Salesforce Setup
Lightning Email Templates - Folders & Enhanced Sharing
Salesforce Error Email when Folders and Enhanced Sharing is not enabled at Maica Package Install