Admin Setup
This section is for Salesforce administrators rolling Folio Docs out to your org. The pages here cover configuring features in the Admin Panel, placing the Document Editor on the right record pages, automating workflows with Salesforce Flow, managing templates, and using Folio’s invocable Apex actions.
If you’re new to admin setup, start with Configure the Admin Panel — every Folio setting is exposed there and the overview walks through each one.
What’s in this section
- Configure the Admin Panel: the full Admin Panel walkthrough.
- 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 Folio uses Change Data Capture, what ships out of the box, and what you may want to enable.
- Configure Advanced Settings: the Folio Config Custom Setting, log retention, and the Object Linking Allowlist.
- Manage Templates: how to author and maintain Document templates, including merge fields and Source Objects.
- Automate with Invocable Apex: every Folio invocable action 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.
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.
Related: Help Center home · Getting Started · End User Guide