Setup Wizard
Once Pinion is installed, a few pieces of post-install configuration still need an admin’s attention. The Setup Wizard is where you check them. It walks each step, does the one it can for you (assigning your own permission sets), and checks and links the rest, so a fresh install reaches a working, correctly-scoped state without a separate install guide.
It’s also a health check: every step reports a live status each time you open the page, so you can re-visit it any time to confirm your org is still configured correctly.
Where to find it
Open the Pinion admin app and go to Settings → Setup & Health (alongside Settings, Appearance, and License); the page is titled Setup & Health Check. Only a Pinion admin can open it. Each step is a card showing its status, a short description, and an action:
| Status | Meaning |
|---|---|
| Done | The step is configured and passing its live check. |
| Action required | Something’s missing or incomplete — the card tells you what to do. |
| Needs attention | The step ran but failed its check — worth a look. |
| Not started | Not configured yet. |
The header shows how many steps are complete. You can run the steps in any order, and re-run any of them — the wizard is idempotent, so re-opening it just re-validates.
The steps
Assign permission sets
Checks whether you (the admin running the wizard) hold the two Pinion permission sets the app needs, Pinion Administrator and Pinion User, and lists any that are missing. Click Assign permission sets and the wizard assigns the missing ones to you. This is the only step that changes anything in your org, and it only ever grants the running admin. (Your reps still need Pinion User assigned separately; see Assign permission sets.)
License activation
Checks that your org holds an active Pinion license, which is what unlocks Pinion+ features. Open License page takes you to the License page, where you enter and validate the key. See Licensing & Tiers for what each tier includes.
Connect Hosted MCP (Pinion+)
Sets up Pinion’s Hosted MCP server, so AI assistants can call your org’s Pinion tools. This step needs Enterprise Edition or above and the Pinion+ tier; on a base org the card shows an upgrade prompt instead of the checklist. On Pinion+ it checks the pieces the server needs and shows a per-item checklist, with a link to Setup → MCP Servers for the parts you finish in Salesforce Setup. See Setting up the MCP server for the full walkthrough.
Using it as a health check
Because every step re-runs its check when you open the page, the Setup Wizard isn’t just a one-time flow — it’s a standing dashboard. Open it after any org change (a sandbox refresh, a new admin, a license change) to confirm everything is still green. Nothing here is destructive: re-opening the page only re-runs the checks, and Assign permission sets skips any set you already hold.
Related
- Install — get Pinion into the org first; the Setup Wizard is the natural next step.
- Licensing & Tiers — activate a license and understand base vs. Pinion+.
- Setting up the MCP server — the Hosted MCP step in full.