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 Folio installed, the right permission sets assigned to your team, and a clear mental model of how Folio data is structured.
If you’re brand new to Folio, start with Install the Package 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
- Install the Package: how to install the Folio managed package from the Salesforce AppExchange.
- Assign Permissions: the two Folio permission sets, what each one grants, and which combinations to assign.
- 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, move on to Admin Setup to start configuring how Folio works in your org — placing the editor on record pages, configuring Live Fields, setting up automations, and managing templates.
Related: Help Center home · Admin Setup · End User Guide