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.

Open the install URL

While logged into your target Salesforce org, click the link below:

If you're not already logged in, Salesforce will prompt you to authenticate before showing the installer.

Complete the installer

1. 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.
2. 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.
3. 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:

1. Go to Setup and type Installed Packages in Quick Find.
2. Locate Datatrax in the list and confirm it appears as installed.

Post-install configuration: Custom permission settings

Datatrax v1.1 includes support for running data loads as a designated integration user (instead of the submitting user). This is controlled by the "Run as Datatrax Integration User" custom permission.

How to remove the custom permission from profiles:

1. Go to Setup and type Profiles in Quick Find.
2. Open each of the following profiles:
   • System Administrator
   • Standard User
   • Any other custom profiles used in your org
3. Scroll to Custom Permissions and find "Run as Datatrax Integration User".
4. If it's checked, uncheck it.
5. Click Save.

Why this matters: Without removing the permission from profiles, every user in your org will be able to run data loads as the integration user. By removing it from profiles and managing it only through the "Datatrax Integration User Mode" permission set, you control exactly which users can use this elevated access.