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Getting Started with Plinqx

Contact Our Sales Team

Begin your journey with Plinqx by getting in touch with our dedicated sales team. You can reach out to us at [email protected] or complete our online contact form available at Plinqx Registration. Our team will promptly contact you to arrange a demo or provide the necessary information for installing the latest Plinqx package in your organization.

Upcoming Availability on AppExchange

While we are preparing for Plinqx's availability on the Salesforce AppExchange, and until it is fully available, we recommend configuring and testing APIs exclusively in a Salesforce Sandbox environment. It is important to note that building APIs directly in a Production environment is not advised. Additionally, the setting Deploy Metadata from Non-Certified Package Versions via Apex should only be enabled in the Sandbox environment. Enabling this setting in a Production environment is not recommended, as it is primarily intended for testing and development purposes. By adhering to these guidelines, you ensure the stability and security of your Production environment while effectively preparing your integrations in a controlled and safe Sandbox setting.

Plinqx Package Models

Plinqx offers a range of packages to cater to different needs:

API Publisher
Data Mapping Transformation
Step Engine$
Queue Management$
Advanced Analytics$
Flow Plugins**
Custom Plugins$
Document Automation (OCR)$$
Document Generation and Delivery$$
MuleSoft Connector$$

'*' denotes basic features. '$' indicates add-ons available at an additional cost.

Supported Browsers and Versions

To ensure the best experience with Plinqx, we support the most current versions of the following browsers:

  • Microsoft Edge

  • Chrome

  • Firefox

  • Safari

Please make sure you are using the latest version of your browser for improved security, performance, and compatibility with Plinqx features. Additionally, it's important to enable third-party cookies in your browser settings. This ensures full functionality and a seamless experience while using Plinqx.

User Roles and Access

When installing Plinqx into your Salesforce Org for the first time, it is recommended to choose the Install for Admins Only option. This ensures that the package is initially accessible to administrators for setup and configuration.

Assigning Permissions

Post-installation, assign the Plinqx permission sets according to user roles and needs:

Create APIs
Create Steps
Debug APIs
Debug Steps
Approve APIs
Approve Steps
Publish APIs
Publish Steps


Getting started with Plinqx is a seamless process designed to integrate efficiently with your Salesforce environment. Whether you are exploring basic features or advanced functionalities, Plinqx offers a range of options to enhance your Salesforce integration and automation capabilities.