Cartularius is a document management application designed to enhance Salesforce's document handling capabilities. To find the app:
- Visit the Salesforce AppExchange website
- Search for “Cartularius” in the search bar
- Look for the listing titled “Cartularius: Document Management with AWS S3 Storage & Office 365 Integration”
- Alternatively, use this direct link
Installation process
Once you've located Cartularius on the AppExchange, follow these steps to install it in your Salesforce organization:
Step 1: Initiate Installation
- Click the “Get It Now” button on the Cartularius listing page
- Log in to your Salesforce account if prompted
Step 2: Choose Installation Environment
- Select whether to install in Production or Sandbox
- For first-time users, it's recommended to install in a Sandbox environment for testing
Step 3: Accept Terms and Conditions
- Review the terms and conditions
- Check the box to agree to the terms
- Click “Confirm and Install”
Step 4: Set Installation Options
- Choose the security level for the installation (typically “Install for Admins Only” to start)
- Click “Install” to begin the process
Step 5: Grant Permissions
- In the “Approve Third-Party Access” dialog, review and accept the permissions requested by the app
Step 6: Wait for Installation to Complete
- The installation process may take a few minutes
- You'll receive a confirmation email once the installation is finished
Step 7: Post-Installation Setup
- After installation, log in to your Salesforce org
- Navigate to the installed packages section in Setup
- Locate Cartularius and click on “Configure” to set up the app according to your organization's needs
Additional Considerations
- Ensure you have the necessary administrator rights in Salesforce to install AppExchange packages
- Review Cartularius documentation for specific configuration steps and best practices
- Consider assigning user licenses and setting up proper user permissions for those who will be using the app
By following these steps, you should be able to successfully find and install Cartularius in your Salesforce environment, enhancing your document management capabilities with secure storage on Amazon S3.
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