Welcome to Storacle!

Your installation is complete. Follow these quick steps to finish setup and start monitoring your Salesforce storage.

Quick Start: Open Storacle Home

Navigate to the Storacle app in your Salesforce org to complete setup:

https://[your-domain].lightning.force.com/lightning/n/strcl__Home

Replace [your-domain] with your Salesforce My Domain (e.g., acme or acme--sandbox)

Complete Your Setup

1

Open the Storacle App

In Salesforce, use the App Launcher (9-dot grid icon) and search for "Storacle", or navigate directly using the URL above. You'll land on the Storacle Home page.

Tip: Bookmark the Storacle Home page for quick access to your storage dashboard.
2

Configure Credentials

When you first open Storacle, a setup modal will appear. Click the "Configure" button to create the necessary Named Credential for your org.

What this does: Creates a Named Credential that allows Storacle to securely query your org's storage information using Salesforce's REST API.
3

Authorize Access

Click the "Authorize" button. This opens the External Credentials page in Salesforce Setup. Find the Storacle credential and click "Authenticate" to complete the OAuth flow.

Important: You'll be prompted to allow Storacle to access your Salesforce data. This authorization enables the automated storage measurement engine.

Your Data Stays In Your Org

The credentials and authorization you just configured are purely internal. They allow the Storacle app—which runs entirely within your Salesforce org—to access your org's REST API for storage measurements.

  • No external connections: Storacle does not send data to, or receive data from, any external servers or services.
  • Runs inside your org: All Storacle code executes within your Salesforce environment using standard Apex and Lightning components.
  • Org-to-org API access: The Named Credential enables Storacle's engine to call your org's own REST API endpoints (like /limits) to gather storage metrics.
  • Data stays local: All measurement data is stored in custom objects within your org—never transmitted externally.
4

Enable the Engine

Return to the Storacle Home page. Once setup is complete (status shows green), toggle the Engine switch to start automated daily storage measurements.

Optional: Click "Run Now" to capture your first storage measurement immediately, rather than waiting for the scheduled run.

What to Expect

First Measurement

Your first storage measurement will run when you enable the engine or click "Run Now". This captures a baseline of your current storage usage across all objects.

Daily Tracking

Once enabled, Storacle automatically measures storage daily. After a few days, you'll start seeing growth trends and can identify which objects are consuming the most space.

Reports & Dashboards

Storacle stores measurements in custom objects that you can report on. Build custom reports and dashboards to visualize storage trends over time.

Proactive Alerts

Set up threshold-based alerts to get notified when storage approaches critical levels, allowing you to take action before hitting limits.

Permission Sets

You're Already Set Up

As the installing user, you have already been assigned the Manager permission set. When you authorized the engine in Step 3, the Engine permission set was also granted to your user. You have everything you need to use Storacle.

Storacle includes three permission sets for different access levels:

Storacle Manager

Full administrative access including setup, configuration, and engine control.

Already assigned to: You (the installing admin)

Additional users: To assign the Manager permission set to other administrators, you must purchase additional Storacle Manager licenses from Salesforce AppExchange. Each manager user requires their own license.

Storacle Viewer

Read-only access to storage data, reports, and dashboards.

Assign to: Users who need visibility into storage metrics but don't need to configure or manage Storacle settings.

Storacle Engine

System-level access required for the automated measurement engine to run.

Important: This permission set was automatically granted to the user who authorized the engine (you). It should not be assigned to anyone else. The engine runs using the credentials of the authorizing user, and only that user needs this permission set.

Need Help?

If you encounter any issues during setup or have questions, our support team is here to help.