How to Add a Second Salesforce Org

aprity supports multi-org setups, allowing you to document multiple Salesforce orgs under a single account.

Prerequisites

• Professional plan (up to 3 orgs) or Enterprise plan (unlimited orgs).
• 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, formats, features) apply equally to all connected orgs.

tip

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