Getting Started

Package Installation

Relatable can be installed into your salesforce organisation directly from the AppExchange. You can take Relatable for a test drive or install a trial into a sandbox environment.

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Assign Licences & Permissions 

In order to use the Relatable View Builder, a user must have the Relatable Admin permission set.

To assign users to permission sets:

1. Click Setup and search for Permission Sets 
2. Click one of the Relatable permission sets named above
3. Click Manage Assignments
4. Select the users to assign and click Next
5. Click Assign 

Please note, as Relatable uses a metadata object to store configurations, users must have access to deploy metadata through the metadata api function. You can access these via system permissions in setup in Salesforce. The Relatable admin permission set is unable to grant this permission because it would grant access to deploy all metadata in your org.

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Navigate To The App

Search for Relatable in the application launcher, click on the app to navigate to it. You will be directed to the View Builder.

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