Prerequisites & Install
Published on February 6, 2026 DRTE
Installing DRTE: Prerequisites & Administrator Setup
This guide walks administrators through preparing a Salesforce org for DRTE and installing the managed package. Complete the prerequisites first, then follow the installation steps in order.
| Before you begin: You will need (1) Lightning Web Security enabled, (2) Folders and Enhanced Sharing enabled, and (3) the DRTE installation URL from your provider. |
Prerequisites
Before beginning the installation, ensure that Lightning Web Security is enabled in your Salesforce instance.
To enable Lightning Web Security:
- Navigate to Setup → Session Settings → Lightning Web Security
- Enable the setting if not already active
Figure 1: Enable Lightning Web Security under Session Settings.
Enable Folders and Enhanced Sharing:
| Important: Enhanced sharing must be enabled for proper document management functionality. |
Figure 2: Enable Folders and Enhanced Sharing.
Administrator Setup
Step 1: Install the Managed Package (Using Install Now – DRTE v5.134.17)
- Obtain the DRTE installation URL from your provider
- Paste the URL into your browser while logged into Salesforce
- On the installation screen:
- Select "Install for All Users" (recommended)
- Check the acknowledgement box for installing a non-AppExchange application
- Click Install
Figure 3: Package installation screen – select Install for All Users and click Install.
- You will receive a confirmation email upon successful completion
- Verify installation by checking Installed Packages
Figure 4: DRTE listed under Installed Packages.
| Success: If DRTE managed package appears under Installed Packages and you received the confirmation email, the managed package installation is complete. |
Knowledge Article Number: KA-00080