This guide summarizes the steps to install and configure DQE in a Salesforce environment. It is intended as an overview for new users — detailed instructions are available in the Salesforce Platform section.
Prerequisites
- Salesforce Enterprise Edition or above
- System Administrator profile in Salesforce
- Country picklist activated in Salesforce settings
- A backend server (Heroku, Azure, AWS, GCP, or VM) for batch processing
Step 1 — Install the DQE package from AppExchange
DQE One for Salesforce is available as a managed package on the Salesforce AppExchange. Installation is performed by a Salesforce administrator.
Salesforce — Installation from AppExchange →
Step 2 — Set up the backend server
A backend server is required to run batch processes. DQE supports several deployment options:
Step 3 — Configure DQE One
After installation, configure DQE One settings in Salesforce: connect to the backend server, define validation rules, and assign permissions to users.
Full documentation
Salesforce Platform documentation →
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