Install Exalate for Salesforce

    Supported Salesforce Editions

    Exalate supports the following Salesforce editions

    • Developer Edition
    • Enterprise Edition
    • Unlimited Edition
    • Professional Edition

     For Professional Edition organizations, all requests for API access must be purchased according to Salesforce guidelines.

    Editions without API Access like Group Edition and Essentials Edition are not supported at the moment.

    Exalate is fully compatible with Salesforce Summer 22 release.

    Introduction

    You can

    • install Exalate on Salesforce from the AppExchange.
      • Generate a security token to log into the Exalate Admin console on Salesforce.
    • install Exalate on Salesforce on Docker.

    Install Exalate on Salesforce from the AppExchange

    This article describes how to install Exalate to Salesforce from the AppExchange marketplace.

    1. Access the AppExchange marketplace and search for the Exalate app

    2. Click Get it now

    3. Select Production or Sandbox environment depending on where you want to install the package

    4. Confirm installation details

    • Check that you have read and agree to the terms and conditions
    • Click Confirm and Install


    5. Log in to your Salesforce account

    You will be automatically redirected to the salesforce login screen once you confirm the installation 

    6. Select a group of users that will have permission to use the Exalate app

    If you install Exalate for Admins Only, only the administrators will have permission to use Exalate. You can grant permissions to other users later. Check out How to manage users' permissions in Exalate for Salesforce.

    Installing Exalate for All Users will grant permission to use the app to all registered users.

    If you choose to install Exalate for Specific Profiles, you will see the list of the available profiles and their permissions that should be set before you proceed.

    7. Click Install

    8. Approve third-party access

    • Check Yes, grant access to these third-party websites
    • Click Continue

      mapper.exalate.st is not exchanging requests with your Exalate node. It has been added for development purposes only

    9. Installation complete. Click Done to go back to your Salesforce instance



    10. Request an Exalate node

    Now when the application is installed, you can request an Exalate node:

    • Access the Exalate app from the search bar

    • Click Request Node
    • Allow app permissions

      After you allow the permissions you will be redirected back to the Salesforce interface. 

    11. Configure Exalate for Salesforce

    Once you have requested the node it is time to configure it. Follow the steps listed below:

    1. Fill in your contact information in the registration form

    Exalate will send you a verification email. With this info Exalate will:

    • Verify your instance.
    • Activate an evaluation license.
    • Make an admin account to receive error notifications.


    2. C
    lick Agree and submit, to agree to the EULA and continue.

    After clicking Agree and submit, you will accept our End User License Agreement (EULA). You can read it here: https://static.idalko.com/legal/eula-addons.pdf

    Click Resend email if you have not received a confirmation email. Click Change email to modify the email address provided earlier. 

    If you encounter an error during verification, check out Solving issues with email verification.

    3. Open your email and click Verify Exalate instance

    4. Click Continue

    Congratulations! The registration process has been completed.

    How to a Generate Security Token for Salesforce?

    Check out this guide on how to generate a security token for Salesforce

    Install Exalate for Salesforce on Docker

    You can host Exalate for Salesforce on your own server. To do so, you need to install Exalate on Docker.

    Check out Docker documentation for details on how to install Docker.

    1. How to install Exalate for Salesforce on Docker?
      1. Create or download the docker-compose.yml
      2. Ensure that a correct database is setup using a createdb.sh
      3. Set environment variables if necessary
      4. Register the node
      5. Start the application
    2. Troubleshooting

    Video Tutorial