What is Setup Page?decorative highlight

Once a Salesforce customer installs your package into their Salesforce org, they will see a setup page. This page is crucial for configuring the package and providing any additional details necessary for it to function properly. The setup page ensures that users can seamlessly integrate your package with their Salesforce environment.

  • Welcome Text: The welcome text helps users understand which configurations they need to provide. It guides them through the setup process, ensuring they don't miss any critical steps.

  • API Key Instructions: You need to provide instructions for their Salesforce users on how to obtain API keys from their platform. This is important because, in order for your package to make the necessary API calls, users will need to obtain and input API keys from your platform.

  • Additional Instructions: Include any other necessary instructions or warnings during the configuration process. This could include support-related information, common issues, or important warnings to ensure the package is set up correctly and functions as intended.

By providing clear instructions and necessary information on the setup page, you help users configure the package efficiently and ensure it works seamlessly within their Salesforce org.

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