Installation

How to install Smarter Files in your Salesforce org.

Free Edition (GitHub)

  1. Clone or download the repository from GitHub.
  2. Deploy to your Salesforce org using Salesforce CLI:
sf project deploy start --source-dir force-app
  1. Navigate to a record page in Lightning App Builder and drag the Smarter Files component onto the layout.

One-Click Deploy (Alternative)

You can also use the GitHub deploy tool to install directly into your org:

  1. Choose your environment (Production or Sandbox):

Deploy tool settings

  1. Allow access to your Salesforce org:

Allow access prompt

  1. Confirm the components to deploy:

Deploy confirmation

AppExchange Edition

  1. Install from AppExchange.
  2. Drop the Smarter Files component on any record page using Lightning App Builder.
  3. Configure visibility rules in the component settings panel.

Requirements

  • Salesforce Enterprise, Professional, or Unlimited edition.
  • Lightning Experience enabled.
  • Platform license is sufficient — no full Salesforce license required.