Skip to main content

How to Document Another Salesforce Org

Every aprity plan covers one Salesforce org. To document another org — a second production org or a sandbox — that org gets its own aprity registration, with its own activation code and its own documentation, analyses and quotas. There is no cross-org analysis.

To obtain an activation code for another org, contact contact@aprity.ai.

Steps​

  1. Install the aprity package in the other org (see Install the package).
  2. Assign the permission sets: aprity Admin to the administrators, aprity User to the readers (see How to Give Users Access to aprity).
  3. Open the aprity app in that org and follow the setup wizard: register the org with its activation code and complete the configuration (see Register your org and the Setup guide).
  4. Run a first analysis (see How to Run a New Analysis).

Each org has its own web portal address, shown under Web portal in the aprity app of that org.

After a sandbox refresh​

A sandbox refresh gives the sandbox a new Salesforce org ID. aprity then no longer recognizes it as the org that was registered.

Before registering the refreshed sandbox again, open a ticket from Support in the portal or write to contact@aprity.ai. Registering with a new activation code creates a new account, without the history of the previous one.

Full and Partial Copy sandboxes

A Full or Partial Copy sandbox copied from a production org where aprity is installed also receives production's aprity configuration. aprity refuses to run analyses with it, because the org does not match. The package includes a post-copy cleanup class that your administrator can select when creating or refreshing the sandbox; Salesforce runs it only if it is selected at that moment.