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 Winter 23 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 a new Exalate Bridge App version created as a workaround for the installation problem on Salesforce

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. Click 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.