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

• Confirm Lightning Web Security is enabled (2 min) — Folio Docs will not work without it. Enabled by default in most orgs. See Check the Prerequisites.

• 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 Folio Docs User to every Folio user, plus Folio Administrator for anyone who will manage the package. See Assign Permissions.

Configure Folio

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

  • Select your Linkable Objects (the Salesforce objects users can attach Documents to).
  • For each Linkable Object, select the Linkable Fields that should be available to Live Fields and the Salesforce components.
  • For each Linkable Field, toggle Enable Write-Back where applicable.
  • Set the org-wide Linkable Field Write-Back master toggle.
  • Configure Auto-Share Level with Record Owner for each Linkable Object.
  • Decide how the User object is configured — it behaves differently from every other object. For User, Auto-Share Level doesn’t govern record ownership; it governs @-mentions of people. If User isn’t among your Selected Objects, users cannot be @-mentioned in Document bodies at all. If it is, the level you pick is the access a mentioned person receives on the Document. See Special case: the User object.
  • Turn on Background Jobs under Asynchronous Processing. This single toggle schedules all six of Folio’s background jobs: search indexing, search-by-record-name sync, Team member sharing, the usage data behind the Dashboard, version history consolidation, and log and notification cleanup. Enable it once during setup and leave it on — see Asynchronous Processing.
  • Configure Automatic Team Sharing with Account / Opportunity / Case Teams.
  • Configure Automatic Record Linking (Opportunity → Account, Contact → Account).
  • Set Delete permissions for Documents (hard-delete enabled or disabled).

• Set up real-time updates for objects beyond the built-in four (5 min per object) — Account, Contact, Opportunity, and Case work automatically with no setup. For every other Linkable Object, add an after-save record-triggered Flow calling Folio: Refresh Document from Record Changes. This keeps Documents current with record data and re-applies owner-based sharing when a record changes hands. 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.). See Add Components to Lightning Pages.

• Add Folio Docs 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 Docs tab so users have a one-click destination to find and edit their Documents. See Add Folio Docs 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 Docs 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.

• Curate your Tag vocabulary (ongoing) — Once users start tagging, use the Tags tab to set colors on the Tags that carry org-wide meaning and merge the duplicates that inevitably appear. See Admin Panel Tags.

• Review data retention (5 min if needed) — The Data Retention section at the bottom of the Settings tab controls how long version snapshots, notifications, export files, and logs are kept. The defaults are sensible; adjust them if your org has specific retention requirements. See Data Retention.

After you ship

• Train your end users. Point them at What is Folio Docs? and Browse the Folio Docs home page as their starting points. Flag View and Edit at the Same Time explicitly — the one-editor-at-a-time model is the thing users are most likely to be surprised by.

• Check the Dashboard after a few weeks. The Dashboard tab shows which objects and Templates are being used, and which Linkable Objects are going unused.

Related: Check the Prerequisites · Install the Package · Assign Permissions · Use the Admin Panel