Restaurantology’s Salesforce implementation follows three major setup milestones. Completing these steps prepares your CRM to sync fully with Restaurantology’s multi-unit dataset.

Step 1: Install the managed package

Install Restaurantology’s managed package into your Salesforce instance, configure the endpoint, and gather initial install details. This step sets the foundation for all future integration work.

• Adds custom objects, fields, Apex logic, Visualforce components, scheduled jobs, and permission sets.
• Prepares your instance to receive Restaurantology data safely and predictably.

View full installation instructions →

Step 2: Initial setup and data indexing

After installation, configure App Center settings and run your first data index. This ensures that Restaurantology can recognize and align with your existing Salesforce Accounts.

• Complete Settings tab configurations.
• Confirm territory field mapping.
• Scan and index existing Account records.

See full setup and indexing instructions →

Step 3: Post-install configurations

Finalize the setup process by making Restaurantology visible and actionable for your end users.

• Update permission sets.
• Adjust page layouts to surface key insights.
• Enable sub-tabs and sidebar widgets as needed.

View full post-install configuration steps →

[!TIP]
After completing these three steps, you’ll be ready to begin data mapping and matching—covered in the next section of this guide.

Ready to get started? Begin with installing the managed package →.