Setup Wizard
Once Pinion is installed, a couple of pieces of configuration still need a human — a managed package can’t create a Salesforce Site or connect a Slack app on your behalf. The Setup Wizard is where you finish that setup. It walks each remaining step, does the ones it can for you, and checks the ones it can’t, 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 Setup Wizard (alongside Settings, License, and Config Promotion). 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
Grants the running admin the Pinion permission sets required to use the app. This is the one-click, automated version of the post-install permission-set assignment — click it and you’re granted. (Your reps still need Pinion User assigned separately; see Licensing & Tiers.)
Notification settings
Configures how approval notifications are delivered. Email always runs; Slack is optional. Here you set the per-event toggles (which approval events notify) and, for Slack, the delivery target — direct-message the approver, post to a channel, or both. DM routing needs the Slack bot token (the next step), not just an incoming webhook.
Guest Site for remote approval
Remote approvals — approving from an email or Slack link without logging in — need a Salesforce Site with a guest user. A managed package cannot create a Site, so this step is guided: the wizard detects whether the required Site exists and deep-links you to the exact Setup page to create one, then confirms it once you have. Skip this step if you don’t use remote approvals.
Connect Slack
Connects Pinion to your Slack workspace so approval requests can go to Slack (and approvers can decide from there). The wizard guides you through creating the Pinion Approvals Slack app in your workspace from a supplied manifest, then you paste its Bot User OAuth token into the page — Pinion stores it securely (in an External Credential), never in plain text. Until Salesforce’s Apex SDK for Slack is generally available, each org uses its own Slack app, which is why this is a one-time guided setup rather than a single click.
What the Slack connection enables — Slack/DM approval delivery and deciding from Slack — is covered in the Approvals section.
License activation
Activates your Pinion license key, which is what unlocks Pinion+ features. This step links straight to the License page, where you enter and validate the key. See Licensing & Tiers for what each tier includes.
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 Slack workspace change) to confirm everything is still green. Nothing here is destructive; re-running a step only re-validates or re-applies the same configuration.
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+.
- Approvals ▸ Overview — what the Slack connection and remote-approval Site unlock.