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How to Add a Second Salesforce Org

caution

The current aprity plans (Documentation, Intelligence, Trial) cover a single Salesforce org each. Multi-org under one account is not part of these plans. This page is retained for reference — to document another org, register it separately or contact sales@aprity.ai.

Prerequisites​

  • A separate aprity registration / activation code for the additional org.
  • System Administrator access to the new Salesforce org.
  • A new activation code for the additional org.

Steps​

  1. Install the aprity package in the new Salesforce org.

    • Use the installation URL provided by aprity (same managed package as your first org).
    • Install for all users or select specific profiles.

  2. Assign permission sets in the new org.

    • Assign Aprity_Admin to administrators.
    • Assign Aprity_User to documentation consumers.

  3. Register the new org.

    • Open the aprity app in the new Salesforce org.
    • Enter the activation code provided for this org.
    • Complete the registration flow.

  4. Verify the connection.

    • Navigate to the Generate tab in the new org.
    • Confirm that metadata types are detected.
info

Each Salesforce org requires its own activation code. Contact your aprity account representative or sales@aprity.ai to obtain additional codes.

Managing Multiple Orgs​

  • Each org operates independently with its own scan history, feedback, and schedules.
  • Documentation is generated per org. There is no cross-org analysis.
  • Plan limits (scan quota, features) apply equally to each org you register.
tip

When connecting sandbox orgs alongside production, use separate activation codes for each. This ensures documentation is tracked independently.