Installation & Setup Guide

Prerequisites

Before installing StratoForce AI, verify that your Salesforce org meets all of the following requirements.

Salesforce Edition

• Enterprise Edition, Unlimited Edition, or Performance Edition
• Professional Edition is not supported (Field History Tracking is required)

Org Configuration

• Lightning Experience — must be enabled. StratoForce AI is built entirely with Lightning Web Components and does not support Salesforce Classic.
• My Domain — must be deployed. Required for Lightning component navigation.
• API Access — must be enabled for all users who will use StratoForce AI. The platform uses Apex callouts for AI provider integrations.

Enable Opportunity Field History Tracking

StratoForce AI requires Opportunity Field History Tracking to analyze deal progression, stage velocity, and pipeline movement patterns. This must be enabled before package installation.

Option A: Via Setup UI (Recommended)

1. Navigate to Setup → Object Manager → Opportunity → Fields & Relationships
2. Click "Set History Tracking"
3. Check "Enable Opportunity Field History"
4. Select the fields you want to track (at minimum: StageName, Amount, CloseDate)
5. Click Save

Option B: Via Metadata API

<!-- Opportunity.object-meta.xml -->
<?xml version="1.0" encoding="UTF-8"?>
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
    <enableHistory>true</enableHistory>
</CustomObject>

Remote Site Settings

StratoForce AI ships with 12 Remote Site Settings for all supported integrations (AI providers, Slack, Microsoft Teams, Zoom, Google Meet, Outreach, SalesLoft, and webhook endpoints). These are included in the managed package and activated automatically during installation.

Required Permissions for the Installing User

• System Administrator profile (or equivalent)
• Customize Application permission
• Modify All Data permission

1Install the Package

StratoForce AI is distributed as a Salesforce managed package (namespace: stratoforce). Install from AppExchange or via direct installation link.

Via AppExchange

1. Visit the StratoForce AI listing on AppExchange
2. Click "Get It Now"
3. Log in and select your target org (Production or Sandbox)
4. Choose "Install for All Users" (recommended) or "Install for Admins Only"
5. Review and approve third-party access if prompted
6. Click "Install" and wait for completion (typically 3–5 minutes)
7. You will receive a confirmation email when installation is complete

Via Salesforce CLI

# Install the managed package
sf package install --package 04ta500000CTa9FAAT \
  --target-org YOUR_ORG_ALIAS --wait 10 --no-prompt

# Verify installation
sf package installed list --target-org YOUR_ORG_ALIAS

2Post-Install Configuration Checklist

After the package installs successfully, complete the following configuration steps in order:

3Assign Permission Sets

StratoForce AI ships with three permission sets that control access to features, objects, fields, and tabs. Assign exactly one permission set per user.

Assign via Setup UI

1. Navigate to Setup → Permission Sets
2. Click the desired permission set (e.g., AI Revenue Intelligence Admin)
3. Click "Manage Assignments" → "Add Assignment"
4. Select the users → click "Assign"

Assign via Salesforce CLI

# Assign Admin permission set
sf org assign permset \
  --name stratoforce__AI_Revenue_Intelligence_Admin \
  --target-org YOUR_ORG_ALIAS

# Assign Manager permission set
sf org assign permset \
  --name stratoforce__AI_Revenue_Intelligence_Manager \
  --target-org YOUR_ORG_ALIAS

# Assign User permission set
sf org assign permset \
  --name stratoforce__AI_Revenue_Intelligence_User \
  --target-org YOUR_ORG_ALIAS

Assign via Anonymous Apex (Bulk)

// Assign to all users with the "Sales Rep" profile
PermissionSet ps = [SELECT Id FROM PermissionSet
    WHERE Name = 'AI_Revenue_Intelligence_User'
    AND NamespacePrefix = 'stratoforce'];

List<User> users = [SELECT Id FROM User
    WHERE Profile.Name = 'Sales Rep' AND IsActive = true];

List<PermissionSetAssignment> assignments = new List<PermissionSetAssignment>();
for (User u : users) {
    assignments.add(new PermissionSetAssignment(
        AssigneeId = u.Id,
        PermissionSetId = ps.Id
    ));
}
insert assignments;

4Run the Setup Wizard

The Setup Wizard provides guided, step-by-step first-time configuration. It writes settings to the stratoforce__AI_Provider_Settings__c custom setting and stratoforce__AI_RevIntel_Config__c configuration object.

1. Open the App Launcher (9-dot grid icon)
2. Search for and select the "StratoForce Intelligence" app
3. Navigate to the AI Setup Wizard tab
4. Follow the guided steps below

Step 1: AI Provider Selection

Select your AI provider. Salesforce Einstein is recommended for zero-configuration setup — your data stays entirely within Salesforce. You can also connect OpenAI, Azure OpenAI, or Anthropic for advanced capabilities.

Step 2: Deal Scoring Configuration

Review and customize the default deal scoring factors. The wizard pre-configures five factors using stratoforce__Deal_Score_Factor__mdt custom metadata:

• Close Date — Proximity and realism of the close date
• Amount — Deal size relative to team average
• Description — Whether the opportunity has a meaningful description
• Account Linked — Whether the opportunity is linked to an account
• Large Deal — Flags high-value deals for additional scrutiny

Each factor has configurable weights, evaluation criteria, and maximum point values. You can add or modify factors later via the AI Settings Hub.

Step 3: Notification Preferences

Configure alert thresholds for deal health changes, stalled opportunities, and at-risk deals. Smart defaults are pre-configured and can be adjusted at any time.

Step 4: Integrations Setup

Connect your collaboration and sales engagement tools:

• Slack — Enter your Slack workspace webhook URL for Block Kit notifications, Deal Room updates, and daily summaries
• Microsoft Teams — Configure Teams incoming webhook for Adaptive Card notifications
• Meeting Transcripts — Enable auto-import from Zoom, Google Meet, and/or Microsoft Teams meetings
• Outreach / SalesLoft — Connect your sales engagement platform for email sequence data sync
• Generic Webhooks — Configure HMAC-signed webhooks for Zapier, Make, or custom endpoints

All integrations are optional and can be configured later through the AI Settings Hub.

Step 5: Guardrails & Governance

Review the 6-section AI governance controls: data privacy settings, access rules, approval workflows, keyword blocking, rate limits, and AI scope restrictions. Smart defaults are pre-configured for safety.

Step 6: Scheduled Jobs & Automation

Enable the 8 automated batch jobs that power StratoForce AI's background processing — pipeline snapshots, forecast snapshots, risk evaluation, accuracy tracking, and more. The wizard schedules all jobs with recommended times.

5Configure AI Provider Settings

StratoForce AI supports multiple AI providers. Configuration is stored in the stratoforce__AI_Provider_Settings__c hierarchical custom setting.

Configure via AI Settings Hub

1. Navigate to AI Settings Hub → Engine panel
2. Select your provider from the dropdown
3. Enter required credentials (stored encrypted in Salesforce)
4. Click Test Connection to verify connectivity
5. Click Save

Configure via Anonymous Apex

// Set up OpenAI as the AI provider
stratoforce__AI_Provider_Settings__c settings =
    stratoforce__AI_Provider_Settings__c.getOrgDefaults();
settings.stratoforce__Provider__c = 'OpenAI';
settings.stratoforce__API_Key__c = 'sk-your-api-key-here';
settings.stratoforce__Model__c = 'gpt-4o';
upsert settings;

6Schedule Pipeline & Forecast Snapshots

StratoForce AI captures daily snapshots of your pipeline and forecast data to enable time-series trending, historical analysis, and forecast accuracy tracking. Snapshots are stored in stratoforce__Pipeline_Snapshot__c and stratoforce__Forecast_Snapshot__c objects.

Schedule via Anonymous Apex

// Schedule daily snapshots at 2:00 AM (org timezone)
// The SnapshotScheduler runs SnapshotBatch which captures
// both pipeline and forecast snapshots
System.schedule(
    'StratoForce Daily Snapshot',
    '0 0 2 * * ?',
    new stratoforce.SnapshotScheduler()
);

Schedule via Setup UI

1. Navigate to Setup → Apex Classes
2. Click "Schedule Apex"
3. Search for stratoforce.SnapshotScheduler
4. Set your preferred schedule (daily is recommended)
5. Click Save

Run a Snapshot Manually

// Run an immediate snapshot (useful for testing)
Database.executeBatch(new stratoforce.SnapshotBatch(), 200);

7Verify Installation

After completing all configuration steps, verify that everything is working correctly.

Check Application Tabs

Open the StratoForce Intelligence app. The following 9+ tabs should be visible:

• ✅ AI Revenue Intelligence — Main dashboard
• ✅ AI Setup Wizard — First-run configuration
• ✅ AI Settings Hub — 18-panel admin console
• ✅ Deal Score History — Score trends over time
• ✅ Pipeline Snapshots — Historical pipeline data
• ✅ Forecast Snapshots — Historical forecast data
• ✅ AI Audit Log — AI action audit trail
• ✅ Gamification Leaderboard — Rep rankings and badges
• ✅ Conversations — Conversation intelligence

Check AI Settings Hub

Navigate to AI Settings Hub and verify that all 18 configuration panels are displayed: Settings Hub, Engine, Scoring, Pipeline, Forecast, Conversation, Guardrails, Coaching, Methodology, Prompts, Alerts, Actions, Account Health, License Management, Integrations, Bulk Import, Scheduled Jobs, and Reports.

Check Deal Scoring

Open any Opportunity record. You should see the AI Deal Score card component displaying a score from 0–100. If your org has no Opportunity records, create a test record with a Stage, Amount, and Close Date to trigger scoring.

Verify via SOQL

// Check that Deal Score Factors are loaded
SELECT Label, stratoforce__Weight__c, stratoforce__Is_Active__c
FROM stratoforce__Deal_Score_Factor__mdt

// Check that Account Health Factors are loaded
SELECT Label, stratoforce__Weight__c, stratoforce__Category__c
FROM stratoforce__Account_Health_Factor__mdt

// Check that Guardrail Rules are loaded
SELECT Label, stratoforce__Rule_Type__c, stratoforce__Is_Active__c
FROM stratoforce__AI_Guardrail_Rule__mdt

// Verify license status
SELECT stratoforce__License_Tier__c, stratoforce__Trial_End_Date__c
FROM stratoforce__AI_RevIntel_License__c

Licensing & Pricing Tiers

StratoForce AI uses a 3-tier licensing model managed through the stratoforce__AI_RevIntel_License__c custom setting. License status is enforced by the LicenseService class.

Features gated to higher tiers display an upgrade banner prompting users to contact their admin. License management is available in the AI Settings Hub → License Management panel.

Troubleshooting

"Missing Organization Feature: Opportunity.FieldHistoryTracking"

This error means Opportunity Field History Tracking is not enabled. Follow the steps in Prerequisites to enable it, then retry the installation.

Tabs Not Visible After Installation

• Verify the correct permission set is assigned to your user
• Navigate to Setup → Permission Sets → [your permission set] → Object Settings and confirm tab visibility is set to "Default On"
• Clear your browser cache and reload Salesforce
• If you installed for "Admins Only," ensure non-admin users have a permission set assigned

Dashboard Shows No Data

• The platform requires existing Opportunity records. Create or import opportunities to populate the dashboard.
• Run a manual snapshot (Database.executeBatch(new stratoforce.SnapshotBatch(), 200);) to populate historical data.
• Verify the user has read access to Opportunity and related objects via their permission set.

Deal Scores Show 0 for All Opportunities

• Navigate to AI Settings Hub → Scoring and verify that scoring factors are enabled
• Check that at least one stratoforce__Deal_Score_Factor__mdt record has Is_Active__c = true
• Ensure Opportunities have values in the fields being scored (Amount, Close Date, etc.)

AI Provider Connection Failed

• Verify your API key is correct and has not expired
• For Azure OpenAI, confirm the endpoint URL and deployment name match your Azure configuration
• Check Setup → Remote Site Settings to ensure the AI provider's domain is whitelisted
• Review AI Audit Log for detailed error messages

"Insufficient Privileges" Errors

• Ensure the user has the correct StratoForce AI permission set assigned
• For admin operations, the AI Revenue Intelligence Admin permission set is required
• Check that the user's profile does not have conflicting object-level or field-level restrictions

Upgrading from Previous Versions

Managed package upgrades are handled through the standard Salesforce package upgrade process. Your existing data and configuration are preserved during upgrades.

Upgrade Steps

1. Review the Release Notes for the new version to understand changes and any breaking modifications
2. Back up your configuration — export your custom metadata records (Deal Score Factors, Account Health Factors, Guardrail Rules, etc.) as a precaution
3. Upgrade in sandbox first — install the new version in a sandbox and verify functionality before upgrading production
4. Install the new version using the same installation URL or via Salesforce CLI:

   sf package install --package 04ta500000CTa9FAAT \
     --target-org YOUR_ORG_ALIAS --wait 10 --no-prompt

5. Verify post-upgrade — check all tabs, dashboards, and scoring are functioning correctly
6. Review new features — new custom metadata records or configuration options may have been added. Check the AI Settings Hub for new panels or settings.

Uninstallation

If you need to remove StratoForce AI from your org:

1. Cancel the scheduled snapshot job — navigate to Setup → Scheduled Jobs, find the StratoForce snapshot job, and delete it
2. Deactivate all managed flows — navigate to Setup → Flows, find any StratoForce flows, and deactivate them
3. Remove Lightning page components — edit any Opportunity or Account record pages that include StratoForce AI components and remove them
4. Remove custom references — delete any custom formulas, workflows, or automations that reference StratoForce objects or fields
5. Uninstall the package — navigate to Setup → Installed Packages → StratoForce Intelligence → Uninstall

Need help? Contact support@stratoforce.ai · Next: Admin Guide →