Updating Salesforce package

To get the latest updates to Bookbuilder and Routing, you need to update your Salesforce package.

  1. Go to the Gradient Works Routing app.

  2. Click on the Settings tab in the top nav.

  3. You'll see the Gradient Works package info in the top right corner. Click the Upgrade button.

You can install the package for admins only or for all users. We recommend installing for admins only, and then updating permissions sets later to manage access for other users.

Install for Admins Only

  • Grants access only to users with the System Administrator profile (or users with similar high-level permissions).

  • Other users won’t see or be able to use the components (like tabs, objects, apps) unless you manually assign them access later.

  • Does not limit the package’s ability to run processes or automations on behalf of non-admin users; it only restricts their direct access to view or interact with the package’s components.

Install for All Users

  • Grants default access to all users in your org.

  • Profiles get access to relevant components as defined in the package (e.g., tabs, objects, fields).

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