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Andrago Help Center

Learn how to get started, use core features, configure advanced options, and stay current with the latest releases.


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Getting Started Using Andrago Admin Guide What’s New


Getting Started

Start here to understand what Andrago is, how to install it, and how to get your team onboarded.

  • What is Andrago?
    High-level overview of the product, core concepts, and where it fits in your Salesforce org.
  • Install the Managed Package
    Step-by-step installation guide, required permissions, and post-install configuration checklist.
  • Invite Your Team
    Add users, assign licenses and permission sets, and share starter training resources.

Using Andrago

Learn how to use individual features and complete common tasks inside Andrago.


Admin Guide

For Salesforce admins and technical owners: dive under the hood with configuration, data model, and advanced options.

  • Data Model & Objects
    Diagram and explanation of key custom objects, fields, and relationships used by Andrago.
  • Automations
    Understand packaged classes, triggers, and flows that help streamline your Andrago experience.
  • Profiles, Roles & Permission Sets
    Define access levels for creators, reviewers, and administrators to ensure secure and appropriate permissions.

What’s New

Track new features, improvements, and fixes in each Andrago release.

View all release notes

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