Getting Started: Post-Install Quick Setup

Install ZeroExport in Production, Developer Edition, or Sandbox orgs and complete the required post-install setup in minutes.

Use the installation link that matches your org type.

Installation Links

1. Production/Developer Edition orgs: Install package
2. Sandbox orgs: Install package

Watch Latest How-To's and Demos

• ZeroExport Demo YouTube Playlist

Post-Install Quick Setup (ZeroExport)

1. Add permissions

Admin users

1. Go to Setup -> Permission Sets.
2. Open Zero Export Admin.
3. Click Manage Assignments.
4. Assign it to the users who will manage templates, versions, and configuration.

Business/end users

1. Go to Setup -> Permission Sets.
2. Open Zero Export User.
3. Click Manage Assignments.
4. Assign it to users who only need to generate documents.

Tip:

• Give most users Zero Export User.
• Keep Zero Export Admin limited to implementation owners/admins.

2. Add ZeroExport page to the app navigation

1. Go to Setup -> App Manager.
2. Open your Salesforce app (for example Sales app) and click Edit.
3. In Navigation Items, add Zero Export Builder.
4. Save.
5. 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:

1. Go to Setup -> Object Manager.
2. Choose the object (for example Account, Opportunity, or Contract).
3. Open Lightning Record Pages.
4. Edit the page used by your users.
5. Add a Flow component (or action area item) for Generate Zero Export PDF.
6. Set visibility as needed (by profile/permission if required).
7. Save and Activate.

4. Verify access in 2 minutes

1. Login as a user with Zero Export User.
2. Open Zero Export Builder tab.
3. Select a prebuilt template, for example Invoice Template.
4. Select a test record from test bench input.
5. Click Preview to see the generated document.