Install the Package
Add the Datatrax Unlocked Package to your Salesforce org. This installs the custom objects, flows, and settings that power the data load workflow.
Installing into a sandbox first? That's the recommended approach. Use the sandbox URL below, verify everything works, then repeat the process in production.
Open the install URL
While logged into your target Salesforce org, click the link below:
Production org
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tal0000079bh3AAA
Sandbox org
https://test.salesforce.com/packaging/installPackage.apexp?p0=04tal0000079bh3AAA
If you're not already logged in, Salesforce will prompt you to authenticate before showing the installer.
Complete the installer
-
Choose who to install for
Select Install for All Users. This ensures all Salesforce users can access the Data Load Request object regardless of their profile. -
Approve third-party access (if prompted)
Salesforce may ask you to approve access to the Datatrax remote site (www.getdatatrax.com). Check the box and click Continue. -
Click Install
The installation typically completes in under a minute. For large orgs, Salesforce may say it'll email you when it's done — that's normal.
Verify the installation
Once installed, confirm it worked:
- Go to Setup and type Installed Packages in Quick Find.
- Locate Datatrax in the list and confirm it appears as installed.