Installation

The Onboarded™ package is installed via AppExchange.

1. Navigate to AppExchange. Go to AppExchange and search for "Onboarded™ in Salesforce".
2. Click "Get It Now". Select your production or sandbox environment and click "Get It Now".
3. Choose Installation Options. Select "Install for Admins Only" initially. You can grant access to other users later via permission sets.
4. Approve Third-Party Access. Check the box to approve access to third-party websites (required for API communication with Onboarded™).
5. Complete Installation. Click "Install" and wait for the installation to complete. You'll receive an email notification when done.

The package includes:

• Custom Objects (Optional): Pre-built objects for storing Onboarded™ data. These are entirely optional — you can use your own objects instead.
• Permission Sets: Onboarded™ Admin for full access, Onboarded™ HR Representative for day-to-day users, Onboarded™ Encryption Access for Sync Queue payload troubleshooting.
• Apex Classes: Sync batch classes, schedulers, and services.
• Lightning Components: Setup UI and configuration interfaces.