Getting Started
This section is for Salesforce administrators installing and provisioning Folio Docs in your org for the first time. By the end, you’ll have confirmed your org meets the one prerequisite, installed Folio, assigned the right permission sets, and built a clear mental model of how Folio data is structured.
If you’re brand new to Folio, start with Check the Prerequisites and follow the pages in order. The Setup Checklist provides a time-boxed summary you can work through page by page.
What’s in this section
- Check the Prerequisites: the org-level requirements — a supported Salesforce edition, and Lightning Web Security enabled.
- Install the Package: how to install the Folio managed package 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 printable, time-boxed checklist of everything an admin needs to do for a new install.
- Understand the Folio Data Model: a high-level map of the Folio objects and how they relate, so admins can write accurate flows, reports, and SOQL queries.
Where to go next
Once Folio is installed and permissioned, continue through Admin Setup to configure how Folio works in your org — placing the editor on record pages, choosing Linkable Objects and Linkable Fields, setting up automations, and managing Templates.
Related: Help Center home · Admin Setup · End User Guide
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