Follow the Setup Checklist

This is the master checklist for rolling out Folio in a new org. Work through the Required setup items in order; the Optional / Advanced items can be done later as your team’s needs grow.

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Total time to set up: 30–45 minutes.

Required setup

Install and provision

• Install the package (5 min) — Install the Folio managed package from the Salesforce AgentExchange and choose the right install scope. See Install the Package.

• Assign permissions (5 min) — Assign the right combination of Folio User, Folio Administrator, and/or Folio Docs User permission sets to each Folio user. See Assign Permissions.

Configure Folio

• Configure settings in the Admin Panel (15 min) — Open the Folio Admin page and walk through every section. See Configure the Admin Panel for full details.

  • Select your Linkable Objects (the Salesforce objects users can attach Documents and Jots to).
  • For each Linkable Object, select the Live Fields that should be available in the editor.
  • For each Live Field, toggle Enable Write-Back where applicable.
  • Set the org-wide Live Field Write-Back master toggle.
  • Configure Auto-Share Level with Record Owner for each Linkable Object.
  • Configure Automatic Document Sharing with Account / Opportunity / Case Teams.
  • Configure Automatic Record Linking (Opportunity → Account, Contact → Account).
  • Set Delete permissions for Documents and Jots (hard-delete enabled or disabled).

• Enable Change Data Capture on your Linkable Objects (2 min) — Optional, but highly recommended for the best functionality and user experience. Turn on Change Data Capture in Salesforce Setup for each object you’ve configured as a Linkable Object that has Live Fields. This enables real-time Live Field updates and auto-share-on-owner-change for Account / Contact / Opportunity / Case. See Set up Real-Time Updates.

Surface Folio in the UI

• Add components to the right Lightning pages (5 min per page) — Place the Folio Document Editor on the main content area of high-traffic record pages (Account, Opportunity, Case, etc.) and the Folio Jot Editor in the right sidebar wherever quick capture is useful. See Add Components to Lightning Pages.

• Add Folio Home to the navigation bar for end users (2 min per app) — In each Lightning app where your users live (Sales, Service, etc.), edit the navigation items to include the Folio Home tab so users have a one-click destination to find and edit their Documents and Jots. See Add Folio Home to the Navigation Bar.

• Add Folio Admin to the navigation bar for admins (2 min) — In your administrative app(s), add the Folio Admin tab to the navigation bar so administrators have one-click access to the Admin Panel for ongoing configuration changes. Use the same App Manager → Navigation Items workflow described in Add Folio Home to the Navigation Bar, but select the Folio Admin tab instead.

Optional / Advanced

These are not required to use Folio, but unlock more value as your team’s needs grow.

• Set up Document Templates (15–30 min, varies by complexity) — Build reusable starter Documents (Account Plans, Close Plans, CS Handoffs, Case Summaries) with merge fields that resolve from a Source Record at instantiation time. See Manage Templates.

• Set up automations with invocable Apex (15+ min for the first flow) — Use Folio’s invocable Apex actions in Salesforce Flow to automate Document creation, sharing, tagging, linking, and ownership transfer based on real-time business events. See Automate with Invocable Apex and Review Invocable Apex Use Cases for worked examples.

• Configure advanced settings (5 min if needed) — Adjust the Folio Config Custom Setting fields directly: log retention thresholds and the Object Linking Allowlist. See Configure Advanced Settings.

After you ship

• Train your end users. Point them at Compare Folio Jot and Folio Docs and Browse Folio Home as their starting points.

Related: Install the Package · Assign Permissions · Configure the Admin Panel