Following the successful installation of the Restaurantology managed package, the next step is to access the Setup & Settings tab inside the Restaurantology App. This can be found by selecting Setup for Admins and Experts from the App Center.

[!NOTE]
This tab includes several advanced troubleshooting tools that aren’t covered here. Only interact with advanced admin features when instructed by the Restaurantology onboarding team.

Learn more about advanced trouble shooting here →

Prepare your data

Admins will spend most of their time in the Setup & Settings > Prepare your data sub-tab. This section contains the tools needed to validate and optimize your CRM data before matching records with Restaurantology.

[01] Your Salesforce Instance
Displays key statistics about Accounts in your org, including:

• Total Account count
• Existing hierarchy structure
• Number of global Parent Accounts

These high-level insights help frame your data landscape ahead of matching.

[02] Record Reconnection
If the Account > Restaurantology Internal ID field was updated via the data import wizard or Salesforce data loader, this tool ensures those records are reconciled. Use it to re-map any disconnected Restaurantology Logs.

[03] Index Data
After installation, launch the primary indexing process to create hidden, normalized values for:

• Account Names
• Account Websites

This optimization step powers Restaurantology’s accurate data matching logic.

[04] Search for Duplicates by Website
Scan your CRM for Accounts that share a website domain. Use this tool to flag and resolve potential duplicates, reducing record conflicts.

[05] Search for Duplicates by Account Name
Run a similar scan based on Account Name. Helps identify overlapping or duplicated records that may otherwise be missed.

Next, continue to Step 3: Post-install configurations →