Install the AppExchange package

Visit our listing for Case Flags, and refer to our AppExchange Installation Guide.

Important: Please enable the (standard) Email-to-Case feature before proceeding, or the installation will not complete successfully.

Go to Setup | Feature Settings | Service | Email-to-Case on the left side of your screen and enable the first checkbox.

Installation Options:

When installing an AppExchange application, Salesforce will prompt you to choose an installation option: Admins Only, All Users, or Specific Profiles. Your selection will dictate which users or profiles can access the package components, such as objects, tabs, fields, Visualforce pages, and more. You can find detailed information on these installation options in Salesforce documentation.

We assign each app a custom permission that includes access to these components. For instance, if you choose "All Users," all profiles will receive this custom permission. While a permission set and license are still necessary to control access, profiles will be assigned the custom permission based on your initial installation choice.

We recommend installing managed packages for Admins Only or Specific Profiles. Then, you can grant access using the appropriate object access, permission sets, and licenses.

This is also important if you plan to configure component visibility for licensed users. Refer to this article for instructions.