Install the Package

Folio is a managed package installable from the Salesforce AgentExchange (formerly known as the AppExchange).

1. Open the listing: go to the Folio listing on the Salesforce AgentExchange. (Stub: link to listing coming soon. The listing URL will be added here once published.)

2. Run Install: start the installer from the listing and complete the prompts.

3. Choose scope: pick the install scope that matches your use case:

   • All Users or Specific Profiles: choose one of these if any end users of your Salesforce org will use Folio Docs or Folio Jot. Users must have permission to access the Folio package classes for the editors and Live Fields to function for them.
   • Admins Only: acceptable only when the install is purely for admin testing or sandbox validation before broader rollout. Do not use this scope when end users need access to Folio.

   In short: pick the scope based on the purpose of the install. If end users will use Folio, use All Users or Specific Profiles; for admin-only evaluation or sandbox testing, Admins Only is fine.

4. Finish: complete the install (often a few minutes). Folio custom objects, Lightning components, and the Folio app become available in your org.

After installation, assign the appropriate permission sets. See Assign Permissions.