Restaurantology provides a managed package that installs a set of custom objects, fields, logic, and permissions directly into your Salesforce instance. Installation usually takes under 10 minutes.

Before you begin

• System Administrator privileges are required.
• Review pre-install readiness before continuing.

Installation steps

1. Open the installation link provided by your Restaurantology account team. The link is configured for Production by default. If you plan to install in Sandbox, notify Restaurantology in advance, as a separate link is required.
2. Log in with your Salesforce credentials.
3. When prompted, select Install for All Users.
4. Approve Third-Party Access by granting access to Restaurantology’s AEternus API server. Salesforce will automatically create the necessary entry in Setup > Remote Site Settings.

[!TIP]
To confirm whether the package is already installed, search Installed Packages in Salesforce Setup.

Gather secure endpoint details

Once installed, navigate to the Restaurantology App via Salesforce’s App Launcher (nine-dot icon in the upper-left corner of your navigation tabs).

[01] Gather your Salesforce host

1. Click Setup & Settings.
2. In the default Connect sub-tab, locate your Salesforce host (e.g., something.visualforce.com). You’ll enter this in your Salesforce Install Survey.

[02] Activate your Salesforce endpoint and gather your Site URL

1. Click Setup & Settings (if not already there).
2. Select the Activate your SFDC Endpoint sub-tab.
3. Follow the instructions to create and activate a new Site, including setting initial values, Apex Class Access, and other required configurations.
4. Copy your newly generated Site URL to include in your Salesforce Install Survey.

[!WARNING]
Do not modify this endpoint after initial configuration unless instructed by the Restaurantology team.

[!INFO]
The endpoint is used only to receive Restaurantology data. It does not send any data from your Salesforce instance externally and remains isolated within a dedicated object.

[03] Complete your Install Survey

At this point, you should have the following ready:

1. Your Salesforce host (from the Connect tab)
2. Your Site URL (from Setup > Sites, generated during endpoint activation)

Once both items are ready, complete the onboarding form provided by your Restaurantology admin.