Installation

1. Confirm install type — Folio ships as a managed package from the Salesforce AppExchange (no manual unmanaged deploy in this guide).
2. Open the listing — Go to the Folio package on the AppExchange.
3. Run Install — Start the installer and complete the prompts.
4. Choose scope — Install for Admins Only (recommended for first rollout), All Users, or specific profiles only.
5. Finish — Complete the install (often a few minutes). Folio custom objects, Lightning components, and the Folio app become available in your org.