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Admin Setup Guide

Last updated March 2026 · For Salesforce Administrators

On this page

  1. Prerequisites
  2. Installation Checklist
  3. Package Installation
  4. Permission Sets
  5. License Activation
  6. Remote Site Settings
  7. Custom Objects
  8. Creating Configs
  9. Scheduling
  10. Email Delivery
  11. Monitoring
  12. Uninstallation

Prerequisites

  • Salesforce org (any edition with Lightning Experience enabled)
  • System Administrator profile or equivalent
  • A Rewind Reels license key from rewind.purposeforce.org

Installation Checklist

  • Install package from AppExchange
  • Assign Rewind Admin permission set to yourself
  • Assign Rewind User permission set to end users
  • Enter API key in Admin Settings
  • Verify license tier and render quota appear correctly
  • Create at least one Rewind Reels Config via Rewind Reels Studio
  • Generate a test video to confirm end-to-end setup
  • Add Rewind Reels Dashboard to relevant Lightning pages (optional)

Package Installation

  1. Open the AppExchange listing for Rewind Reels for Salesforce
  2. Click Get It Now and log in with your Salesforce credentials
  3. Choose your target org (Sandbox recommended for initial testing)
  4. Select Install for Admins Only — you can open to all users after testing
  5. Approve third-party access when prompted (required for the Rewind Reels API callout)
  6. Wait for the installation confirmation email
Tip: Test in a Sandbox first if you have one. The package and all its configuration can be deployed to Production once you've verified everything works.

Permission Sets

Rewind Reels ships with two permission sets. Assign the right one based on what each user needs to do.

Permission SetAssign ToAccess Level
Rewind AdminSalesforce Admins, designated operatorsCreate/edit/delete configs, view all videos, manage license settings
Rewind UserSales reps, managers, end usersGenerate videos from existing configs, view and share their own videos

How to assign

  1. Go to Setup → Users
  2. Open the user record
  3. Click Permission Set Assignments → Edit Assignments
  4. Add the appropriate Rewind permission set and save

License Activation

  1. Navigate to the Rewind Reels tab (or any page with the Rewind Reels Dashboard component)
  2. Click Admin Settings in the top-right corner
  3. Paste your API key into the API Key field
  4. Click Save

Your tier and monthly render quota will display in the Dashboard once the key is validated.

TierRenders / MonthKey Features
Free3Core presets, Standard length only
Starter15All video lengths, Custom branding, Scheduling
Professional75Email delivery, Up to 10 concurrent renders
EnterpriseUnlimitedWhite-label player, Analytics dashboard

Remote Site Settings

Rewind Reels makes an Apex callout to its rendering API. The following Remote Site is automatically registered during package installation:

https://api.rewind.purposeforce.org

If you see callout errors after installation, verify this site is listed and active under Setup → Security → Remote Site Settings.

Custom Objects Installed

ObjectAPI NamePurpose
Rewind ConfigRewind_Config__cStores video configuration — preset, schedule, delivery settings
Rewind VideoRewind_Video__cTracks generated videos, status, URLs, and analytics
Rewind LicenseRewind_License__cStores license key, tier, render quota, and monthly reset date

Creating and Managing Configs

Configs define what Salesforce data Rewind Reels uses and how videos are styled. As an admin you can create, edit, lock, and template configs.

Config field reference

FieldDescription
Preset_Type__cThe video template (e.g. sales_cloud, npsp_board)
Period_Label__cTime frame label shown in the video (e.g. "Q1 2026")
Video_Length__cquick (~30s), standard (~50s), or deep_dive (~90s)
Prompt_Tone__cNarration tone: Professional, Motivational, or Analytical
Prompt_Audience__cTarget audience — affects narration style
Custom_Prompt__cExtra instruction passed to the AI narrator
Schedule__cdaily, weekly, monthly, quarterly, or blank
Schedule_Day__c1–7 for weekly (Mon–Sun), 1–28 for monthly/quarterly
Send_Email_On_Complete__cSend an email when the video finishes rendering
Notify_Emails__cComma-separated list of recipient email addresses
White_Label__cHide Rewind Reels branding in the shared player (Enterprise only)
Is_Active__cOnly active configs appear in the user-facing wizard
Is_Locked__cPrevents users from modifying this config
Is_Template__cMarks config as a shared starting point for users
Tip: Set Is_Locked__c = true on configs that should not be changed by users — they can still generate videos from locked configs but cannot alter the settings.

Scheduling Architecture

Scheduled video generation runs via Salesforce Scheduled Apex. When a config has a schedule enabled:

  1. The Apex scheduler (RewindScheduleJob.cls) runs nightly
  2. It identifies configs whose schedule day matches the current day/week/month
  3. A queueable job is enqueued for each matching config
  4. The queueable fetches live Salesforce data, calls the API, and updates the video record on completion
Important: Scheduled jobs run in the context of the org's automation user. Ensure that user has the Rewind Admin permission set assigned, or scheduled renders may fail with a permissions error.

Email Delivery

When Send_Email_On_Complete__c is enabled on a config, Rewind Reels sends an email to all addresses in Notify_Emails__c as soon as rendering finishes. The email includes the video title, period label, and the share link. Emails are sent via Salesforce's standard messaging framework — no external email service required.

Note: Email delivery requires Professional tier or above.

Monitoring & Maintenance

Checking video status

All videos are stored in Rewind_Video__c. Build a report or list view to monitor:

  • Failed renders — filter Status__c = failed, then check Error_Message__c
  • Stale pending renders — Status__c = pending for more than 5 minutes may indicate an API connectivity issue

Render quota

The Rewind_License__c record tracks Renders_Used_This_Month__c, Renders_Limit__c, and Month_Reset_Date__c. The Dashboard usage bar reflects these values in real time.

Apex debug logs

For API callout issues, enable debug logging for these classes:

  • RewindGenerateController
  • RewindGenerateQueueable
  • RewindScheduleJob

Uninstallation

Before uninstalling the package, clean up all related data:

  1. Delete all Rewind_Video__c records (export first if needed)
  2. Delete all Rewind_Config__c records
  3. Delete the Rewind_License__c record
  4. Remove Rewind Reels components from any Lightning pages
  5. Remove Rewind Reels permission set assignments from all users

Then go to Setup → Installed Packages and uninstall Rewind Reels for Salesforce.

Need help? Email contact@purposeforce.org or visit rewind.purposeforce.org. Enterprise customers can contact their dedicated Customer Success Manager directly.