# First Step: Installing S-Docs

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**Note:** We recommend downloading and installing the **SANDBOX** or **DEVELOPER** organization first. It is **strongly advised** to run thorough testing before considering installing in a production org, as proceeding without proper testing could lead to unforeseen issues.
{% endhint %}

1\. Navigate to our [**Salesforce AppExchange listing**](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003HeuPEAS) and click **Try It** to install in a Sandbox (recommended) or **Get It Now** to install into a production/developer org.

2\. Confirm your details and click **Continue to Installation**.

3\. Click **Log In & Install** to log in and choose the Salesforce org you'd like to install S-Docs into.

![](https://kb.sdocs.com/wp-content/uploads/2025-10-27-16_11_56-Greenshot.png)

4\. You'll then see the following screen. We recommend selecting *Install for Admins Only*. Click **Install**.

![](https://kb.sdocs.com/wp-content/uploads/Screenshot-2025-04-10-081217.png)

{% hint style="info" %}
**Note:** *Install for Admins Only* will grant S-Docs access to the System Administrator profile and all custom profiles. You can learn more about this and the more restrictive options [here](https://help.salesforce.com/s/articleView?language=en_US\&id=sf.distribution_installing_packages.htm\&type=5).
{% endhint %}

**Congratulations! S-Docs is now installed in your org.**

We recommend assigning the S-Docs User or Administrator permission sets to yourself and users who will be interacting with S-Docs. Learn more about S-Docs permission sets [here](/quick-start/getting-started/security-and-permissions.md).


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# Agent Instructions: Querying This Documentation

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