Installation

Prerequisites

• Salesforce Enterprise, Unlimited, or Developer Edition
• System Administrator profile or equivalent permissions
• API version 66.0 (Spring ‘26) or later

Install Steps

Already running an earlier OrgGuard beta?

Don’t install over it — beta versions can’t upgrade in place. Follow Upgrading OrgGuard (Beta) instead (a guided uninstall → reinstall).

1. Install the OrgGuard managed package from AppExchange
2. OrgGuard Admin is assigned to you automatically. OrgGuard’s install handler auto-assigns the OrgGuard Admin permission set to the user who installs the package (you) — you do not need to assign it to yourself manually. Confirm it under Setup → Users → [your name] → Permission Set Assignments. (If it’s missing — the auto-assignment is non-fatal and logs a warning — assign it manually: see the Post-Install Checklist.)
3. Open the OrgGuard app from the App Launcher
4. Complete the Setup Wizard (launches automatically on first visit)

OrgGuard also auto-configures the rest of post-install on its own — setup record, five scheduled jobs, and two default Scheduled Job Health policies. You don’t need to do any of that manually. See the Post-Install Checklist for the full list and how to verify each item.

Permission Set Assignment

After installation, assign permission sets based on user roles:

Role	Permission Set	Access Level
Administrators	OrgGuard Admin	Full access — manage policies, run scans, configure settings
Security Team	OrgGuard User	View assets/policies, manage findings (acknowledge, resolve)
Auditors	OrgGuard Auditor	Read-only across all tabs except Diagnostics

To assign: Setup > Permission Sets > OrgGuard Admin > Manage Assignments > Add Assignments

See Permission Sets for full details on each role.

Enable Help Menu (Recommended)

Beta availability

The OrgGuard Help component ships in OrgGuard beta builds cut after 2026-07-15. If OrgGuard Help doesn’t appear in the component picker or utility-item search, your installed package predates it — upgrade to the latest beta first.

OrgGuard includes a Help menu component that provides quick access to documentation and support.

Option 1: Lightning App Builder

1. Navigate to Setup > Lightning App Builder
2. Open the OrgGuard Home or App page
3. Drag the OrgGuard Help component from the Components panel onto the page
4. Save and activate

Option 2: Utility Bar

1. Go to Setup > App Manager
2. Find OrgGuard and click Edit
3. Click Utility Items (Desktop Only) in the left sidebar
4. Click Add Utility Item
5. Search for OrgGuard Help (custom component)
6. Set the icon to help and label to Help
7. Save

The Help menu provides links to:

• Admin User Guide — docs.orgguard.com
• Contact Support — support@orgguard.com