Getting Started: Post-Install Quick Setup
Install ZeroExport in Production, Developer Edition, or Sandbox orgs and complete the required post-install setup in minutes.
Submit the ZeroExport beta access form to receive the installation links for your org.
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Post-Install Quick Setup (ZeroExport)
1. Add permissions
Admin users
- Go to Setup -> Permission Sets.
- Open ZeroExport Admin.
- Click Manage Assignments.
- Assign it to the users who will manage templates, versions, and configuration.
Business/end users
- Go to Setup -> Permission Sets.
- Open ZeroExport User.
- Click Manage Assignments.
- Assign it to users who only need to generate documents.
Tip:
- Give most users ZeroExport User.
- Keep Zero ExportAdmin limited to implementation owners/admins.
2. Add ZeroExport page to the app navigation (Optional)
- Go to Setup -> App Manager.
- Open your Salesforce app (for example Sales app) and click Edit.
- In Navigation Items, add ZeroExport Builder.
- Save.
- Ask users to refresh the app and open the new tab.
3. Add ZeroExport to record pages (simple option)
If you want users to trigger generation directly from record context:
- Go to Setup -> Object Manager.
- Choose the object (for example Account, Opportunity, or Contract).
- Open Lightning Record Pages.
- Edit the page used by your users.
- Add ZeroExportPreview (or ZeroExport) LWC component to your page.
- Set visibility as needed (by profile/permission if required).
- Save and Activate.
4. Verify access in 2 minutes
Make sure you have at least one active template for the object you added the component to (for example Account, Opportunity, or Contract). If not, create a quick template using our sample templates and test data.
- Login as a user with ZeroExport User.
- Open the record page where you added the component (for example Account, Opportunity, or Contract).
- Select a prebuilt template, for example Invoice Template.
- Select a test record from test bench input.
- Click Preview to see the generated document.