Salesforce Package

The Gradient Works dynamic books functionality lives in our Salesforce managed package.

If you're a paid Gradient Works subscriber, you should get the package install link from our support team. If you haven't, please email us at [email protected].

If you have a free Gradient Works account, you can install the package from your home screen.

User access

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).