Salesforce Installation

Let's get started by installing the GRAX package into a Salesforce environment.

Install Link

Please see the AppExchange listing for more details.

Security/Access Settings

When installing GRAX into a Salesforce environment, you will want to understand which users you are providing access and what that means.

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Note on Limits

You will be installing a GRAX managed package into Salesforce that will count towards any org limits imposed by Salesforce.

Install for Admins Only

Specifies the following settings on the installing administrator’s profile and any profile with the "Customize Application" permission.

  1. Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled
  2. Field-level security—set to visible and editable for all fields
  3. Apex classes—enabled
  4. Visualforce pages—enabled
  5. App settings—enabled
  6. Tab settings— enabled for GRAX application
  7. Page layout settings—read only
  8. Record Type settings—read only
  9. After installation, if you have Enterprise, Performance, Unlimited, or Developer Edition, set the appropriate user and object permissions on custom profiles as needed.

Install for All Users

Specifies the following settings on all internal custom profiles.

  1. Object permissions—“Read,” “Create,” “Edit,” and “Delete” enabled
  2. Field-level security—set to visible and editable for all fields
  3. Apex classes—enabled
  4. Visualforce pages—enabled
  5. App settings—enabled
  6. Tab settings— enabled for GRAX application
  7. Page layout settings—read only
  8. Record Type settings—copied from admin profile

Install for Specific Profiles

Enables you to choose the usage access for all custom profiles in your organization. You can set each profile to have full access or no access for the new package and all its components.

  1. Full Access—Specifies the following settings for each profile.
  2. Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled
  3. Field-level security—set to visible and editable for all fields
  4. Apex classes—enabled
  5. Visualforce pages—enabled
  6. App settings—enabled
  7. Tab settings— enabled for GRAX application
  8. Page layout settings—read only
  9. Record Type settings—read only