Admin Setup

This section is for Salesforce administrators rolling Folio Docs out to your org. It covers first-time setup, configuring Folio in the Admin Panel, placing the Document Editor on the right record pages, keeping Documents in sync with Salesforce data, and automating workflows with Salesforce Flow.

New install? Start with Getting Started and work through it in order.

What’s in this section

• Getting Started: everything needed for a first-time install, in order:
  • Check the Prerequisites: the org-level requirements — a supported Salesforce edition, and Lightning Web Security enabled.
  • Install the Package: install Folio from the Salesforce AgentExchange.
  • Assign Permissions: the Folio Docs License permission set license, the two Folio permission sets, and which to assign to users and admins.
  • Follow the Setup Checklist: a time-boxed checklist of every rollout step.
  • Understand the Folio Data Model: the Folio objects and how they relate.
• Use the Admin Panel: the Folio Admin app and its six tabs:
  • Dashboard: adoption and usage analytics for Folio across the org.
  • Templates: author and maintain Templates, including the Template Builder and merge fields.
  • Tags: org-wide Tag management — colors, merges, and deletes.
  • Migration: import and export Documents as .docx and Markdown files.
  • Recycle Bin: browse archived Documents and restore ones deleted by mistake.
  • Settings: Linkable Objects, Linkable Fields and write-back, background jobs, automatic sharing and linking, and delete permissions.
• Add Components to Lightning Pages: placing the Folio Document Editor on Lightning record pages.
• Add Folio Docs to the Navigation Bar: surfacing Folio Docs in the apps your users live in.
• Set up Real-Time Updates: how record changes flow into open Documents, and the Flow action that extends it to any object.
• Add Fields to Chip Details: show your org’s own fields on chip details panels with a Folio_Docs_Info field set.
• Update Data in Bulk: the three Folio objects safe to update with a data loader, and the rules for each.
• Automate with Invocable Apex: all 11 Folio invocable actions you can call from Salesforce Flow.
• Review Invocable Apex Use Cases: worked examples for common automation patterns.
• Handle Invocable Apex Errors: how Folio invocables surface errors and how to handle them in Flow.

A suggested order

1. Getting Started — confirm Lightning Web Security is on, install the package, and assign permission sets.
2. Settings — choose Linkable Objects and Linkable Fields, and turn on Background Jobs. This is where most of Folio’s value gets unlocked: live Salesforce data in the page, search across every Document, and sharing that follows your records.
3. Add Components to Lightning Pages and the Navigation Bar — put Folio where your users already work.
4. Templates — give users a running start instead of a blank page.
5. Set up Real-Time Updates — add the Flow action for any object beyond Account, Contact, Opportunity, and Case.
6. Automate with Invocable Apex — once the basics are live and adopted.

For the same sequence as a time-boxed checklist, see Follow the Setup Checklist.

Where to go next

Once your org is configured, point users at the End User Guide so they can learn how to use Folio Docs day to day. Then check the Dashboard periodically to see what’s actually being adopted.

Related: Help Center home · Getting Started · End User Guide · Glossary

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