Data Quality Helper Installation Guide

Install Instructions

We highly recommend testing in a sandbox environment prior to installing into a production environment. This will ensure that unwanted changes do not negatively affect your organization.

Install Data Quality Helper Free Edition from the AgentExchange

1. Click the "Get It Now" button and then choose an option for logging in, if you haven't logged in already.
2. Once you're logged in, you'll be prompted to install Data Quality Helper in Production or in Sandbox. Once you've made your choice, please read and accept the terms and conditions and then hit the "confirm and install button" (you may be prompted to log in again for verification).
3. Choose the security level that best fits your needs. This decides who has access to the Data Quality Helper tab. Everyone will still be able to run your defined rules even if they don't have access to the Data Quality Helper package. For most clients, the recommended option is Install for all users.
4. To open up the application in Lightning, go to the top-left App Menu and search for "Data Quality Helper."

Permission Sets

After completing the installation of Data Quality Helper, we highly recommend assigning users who will utilize it to the Data Quality Helper permission sets. This will give them full access to all of the functionality and data they need in order to make proper use of Data Quality Helper. It will also ensure that as pages are changed over time, there will be no need to manually update each individual profile.

To do this:

1. Go to the top of the page and click Setup
2. On the left side panel, under Administer, open the Manage Users list and click Permission Sets
3. Click on the Data Quality Helper All Access permission
4. Click Manage Assignments
5. Check the boxes next to the users you'd like to assign to the set (the ones that will use Data Quality Helper)
6. Click Assign

Permission sets allow you to group together desired permissions and add or remove them to individual users as opposed to having to change the users' profiles. You can also use permission sets to extend permissions to users across different profiles.

For instance, if you needed to set permissions for employees who conduct interviews, but the 'interviewer' title applies to users with different profiles and so on, you could create a new "interviewer' permission set containing the needed permissions and then assign those users to the permission set, or remove them as necessary, all without having to change user profiles.

See Permission Sets Salesforce Documentation for more information.