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 

To Assign a Relatable Licence to a User: 

1. Click Setup, and search for Installed Packages
2. Find Relatable and click Manage Licences. 
3. Click Add Users and select the users you want to assign

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 

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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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