Prerequisites

• You must be a Salesforce administrator.

Steps

1. Open Salesforce Setup.

   

2. Use the Quick Find search bar to navigate to Permission Sets then select the sFiles Manager permission set.

   

3. Assign the sFiles Manager permission set to your user.

   

4. Search for and open the sFiles Manager in the waffle menu.

   

Next Steps

• Use our native first-time setup wizard to finish configuring sFiles: 03 - Running the First-Time Setup Wizard.