Installation

Prerequisites

• Salesforce org with Lightning Experience enabled
• API version 60.0+ (Spring ‘24 or later); the package itself is built for API 65.0
• “Modify All Data” or equivalent metadata deployment permissions
• Salesforce CLI (sf) installed locally if you deploy from source

AppExchange Edition (Managed Package)

Smarter Files is distributed as a 2GP managed package. Install the version provided in your release email or directly from the AppExchange listing.

1. Open the install link from your Tucario sales contact (or the AppExchange listing).
2. Choose Install for All Users, Install for Admins Only, or Install for Specific Profiles depending on how you want access controlled.
3. Approve any third-party access prompts and wait for the install to finish.

Post-install steps

1. Verify the static resource — open Setup → Static Resources and confirm TucarioJSZip is present (used for client-side ZIP creation).
2. Open the Smarter Files app — App Launcher → search for Smarter Files by Tucario. Its home tab is overridden to the Configuration Wizard FlexiPage.
3. Add the component to a record page — open Lightning App Builder for any record page (e.g., Account) and drag Tucario Smarter Files onto the layout.
4. Configure component properties — see Component Setup.
5. Activate the page — save and assign the Lightning page to the relevant app/profile.
6. Assign permission sets — see Admin Settings.

Verify a clean install

Run the following as a sanity check before configuring:

Check	How
App is visible	App Launcher shows “Smarter Files by Tucario”
Custom object deployed	Setup → Object Manager → Tucario_File_Visibility__c exists
Custom Metadata Type deployed	Setup → Custom Metadata Types → Tucario_Visibility_Rule__mdt exists
Apex classes deployed	Setup → Apex Classes → search “Tucario” returns at least 5 classes
Permission sets deployed	Setup → Permission Sets → 3 sets starting with “Tucario”

Assign Permission Sets

Smarter Files ships with three permission sets. Every user who interacts with the component needs at least the base set.

Permission Set	Required for	Grants
Tucario Files (Base)	Every user of the component	App access, CRUD on the visibility junction object, access to the file controllers
Tucario - Manage File Categories	Admins and category owners	Custom permission Tucario_Manage_Categories — assign categories on files, bypass category filtering
Tucario - View Private Documents	Admins, HR, compliance	Custom permission Tucario_View_Private_Documents — see files marked private by other users

Assign via Setup → Permission Sets → [name] → Manage Assignments.

Add the Component to a Record Page

1. Open any record page in Lightning App Builder.
2. Drag Smarter Files from the component palette onto the layout.
3. Configure the design properties in the right-hand panel — see Component Setup for the full property reference.
4. Save and activate the page.

Requirements

• Salesforce Enterprise, Professional, or Unlimited edition.
• Lightning Experience enabled.
• Platform Starter / Platform Plus licenses are supported — no full Salesforce license required.
• For Public Link generation: Content Deliveries and Public Links must be enabled (Setup → Salesforce Files).