---
title: "Install, Setup & Register"
description: "30-day free trial! Install from the AppExchange and configure PDF Butler in 10 minutes. All that needs to be done to get started! [https://www.youtube.com/watch?v=183rV18kU7g](https://www.youtube.com/watch?v=183rV18kU7g)[https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FKANTUA5](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FKANTUA5) [AppExchange Installation](https://www.youtube.com/embed/183rV18kU7g?si=TwjwOD4qzTQIDT3s)   ## **1. Installing PDF Butler** 1. Log in to your Salesforce org. 2.…"
url: "https://pdfbutler.com/academy/pdf-butler-academy/get-started/install-setup-register/"
updated: "2026-04-24"
category: GET STARTED
---

# Install, Setup & Register

30-day free trial!
 Install from the AppExchange and configure PDF Butler in 10 minutes. All that needs to be done to get started!

[https://www.youtube.com/watch?v=183rV18kU7g](https://www.youtube.com/watch?v=183rV18kU7g)[https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FKANTUA5](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FKANTUA5)

[AppExchange Installation](https://www.youtube.com/embed/183rV18kU7g?si=TwjwOD4qzTQIDT3s)

 

## **1. Installing PDF Butler**

1. Log in to your Salesforce org.
2. Click the **App Launcher** (top-left corner).
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/1-300x146.png)
3. Select **View All**.
4. Click **Visit AppExchange**, then select **Go to AppExchange**.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/2-300x133.png)![](https://pdfbutler.com/wp-content/uploads/2023/08/3-300x124.png)
5. In AppExchange, search for **“PDF Butler”** and open the listing.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/4-300x146.jpg)
6. Click **Get It Now**.
7. Log in with your Trailblazer account and ensure it is connected to the correct Salesforce org.
8. Choose the org where you want to install the package.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/5-300x236.png)
9. Select **Install for Admins Only**.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/6-300x164.png)
10. Approve all **Third-Party Access** requests and click **Continue**.
     ![](https://pdfbutler.com/wp-content/uploads/2023/08/7-300x178.png)
11. Wait for the installation to complete (you will receive a confirmation email).

## **2. Initial Setup of PDF Butler**

1. Open your Salesforce org.
2. Click the **App Launcher**.
3. Search for and open the **PDF Butler** app.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/8-277x300.png)
4. On the home page, you will see a guided setup with steps to follow.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/9-300x155.png)

## **3. Permission Set Configuration**

1. In the **Permission Set Updates** step, click **“Let's get you there in Salesforce Setup!”**.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/10-300x60.png)
2. Search for the permission set **“PDF Butler Admin”**.
3. Click **Clone**.
4. Enter:
   - **Label**: *PDF Butler Admin Local*
   - **API Name**: *PDF_Butler_Admin_Local
      ![](https://pdfbutler.com/wp-content/uploads/2023/08/11-300x72.png)*
5. Open the cloned permission set.
6. Navigate to **Assigned Connected Apps**.
7. Click **Edit**.
8. Assign the appropriate app based on your region (e.g., **EU**).
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/12-300x168.png)
9. Go to **Object Settings**.
10. Verify that **Data Source** and **Doc Config** have all **Record Types** enabled.
    - If not, click **Edit** and enable all.
       ![](https://pdfbutler.com/wp-content/uploads/2023/08/13-300x166.png)
11. Click **Manage Assignments**.
12. Select **Add Assignments**.
13. Choose the users to assign this permission set to and click **Save**.
14. Return to the PDF Butler home page.
15. Mark steps 1 and 2 as completed.
     ![](https://pdfbutler.com/wp-content/uploads/2023/08/14-300x157.png)

## **4. Updating the Connected App**

1. In step 3 of the setup, click **“Let's get you there in Salesforce Setup!”**.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/15-300x155.png)
2. Locate the connected app you selected earlier (e.g., **PDF Butler EU**).
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/16-300x168.jpg)
3. Click **Manage**.
4. Select **Edit Policies**.
5. Set **Permitted Users** to:
   **Admin Approved Users Are Pre-Authorized
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/17-300x154.png)**
6. Click **OK**, then **Save**.
7. Return to the PDF Butler home page and mark step 3 as completed.

## **5. Registration**

1. Navigate to the **PDF Butler Admin** tab.
2. Select your **Region**.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/18-300x156.png)
3. Click **Set Region**.
4. Enter your **Postal Code**.
5. Click **Request Credentials**.
6. Save the generated credentials securely.
7. Return to the home page and mark steps 4 and 5 as completed.

## **6. Verifying the Configuration**

1. Go to the **Doc Config** tab.
2. Click **New**.
3. Select **Main Word Document**, then click **Next**.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/20-300x193.png)
4. Enter a name for the record and click **Save**.
5. In the **Custom Links** section, click **Open PDF Butler**.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/21-300x154.png)
6. If the PDF Butler interface opens successfully, the setup is complete and working as expected.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/22-300x155.jpg)