How to · Get to a working system
Get to a working system
What you'll do
- Do Part A — Install and access once, on this page.
- Pick a use case below and start at its Part B — Build the data (minimum: Rentables + Rental Rates).
- Run its Part C smoke path: book → (optional) pay → check out → check in.
- Add optional polish from its Part D (search, scheduler, reports, damage locations).
Choose a use case
| # | Use case | Example data | Start here |
|---|---|---|---|
| 1 | Car and tractor rental | Serialized equipment (Bobcat/tractor), Hourly/Daily/Weekly rates — Bobcat checklist data in packaging org | Car and tractor rental → Part B |
| 2 | Tool rental | Tools and accessories, Daily rates, post-rental cleaning/consumables — packaging demo ready (Demo Concrete Saw CS-14 + blade add-on) | Tool rental → Part B |
| 3 | Apartment rental | Units, Monthly rates, lease dates — packaging demo ready (Unit 4B / 2A, 412 N Wells St) | Apartment rental → Part B |
Part A — Install and access
What you'll do
Get the package ready for everyday users: permission set, folders, dashboards, and the date mode that fits your rental length.
Assumptions
- The Native Rent managed package (
nativerent__) is already installed from AppExchange (or your packaging org). This guide does not invent package version numbers. - You are a Salesforce admin in the subscriber org (or the packaging org used for demos).
A1. Assign the Native Rent permission set
- In Setup, open Permission Sets.
- Open Native Rent (API name
Check_In). - Assign it to every user who will book, check out, check in, or run Native Rent reports.
It grants check-in, damage records, the classes the flows call, Edit on Rentable Quantity, and Read on report fields such as Booked Days, Payment Balance, and Is Overdue. It ships to subscriber orgs in the next package version; until then the released Check_In still covers check-in users. See user guide chapter 2 and subscriber install notes.
A2. Share report and dashboard folders
- Share the Native_Rent_Reports and Native_Rent_Dashboards folders with the users who need them.
- After each upgrade that adds NR_Money or NR_Utilization, share again if needed.
A3. Set the dashboard running user
The five dashboards (NR_Rental_Operations, NR_Rental_Revenue, NR_Daily_Operations, NR_Money, NR_Utilization) are "Run as specified user" and ship with no named running user.
For each dashboard:
- Open it, click Edit, then the gear (Properties).
- Under View Dashboard As, choose Me or a user who can see all Native Rent records.
- Save, then Refresh.
Until this is done, the dashboard runs as the installing user.
A4. Native Rent Settings
Open Setup → Custom Settings → Native Rent Settings (NativeRentSettings__c).
| Setting | Tip by rental length |
|---|---|
Use Date and Time (Use_Date_Time__c) |
Leases / multi-day (apartments, weekly tool hire): leave Off. Screens ask for dates; a date-only return ends at 11:59:59 PM local on the return day. Short hire (hourly equipment, same-day vehicles or tools): turn On so screens ask for clock times and bookings under 24 hours can use the Hourly rate. Pick one mode before you build data; see Switch to date-and-time mode. |
| Grace Hours, Prorate Extra Time, Extra Time Hours Per Unit | Used at check-in for late returns. Defaults: grace 1 hour (blank = 1), prorate off, hours per day blank = 24. See chapter 2. |
| Checkout Email Template | Stores a template DeveloperName. Live checkout does not send email yet (user guide chapter 16). |
Other checklist items after upgrade (Restockable on layout, Pro-Rating on rates, Damage_Location picklist): see subscriber install notes. Per-rate Pro-Rating checkbox is not built. Check-in returns stock for Restockable add-ons when that Check In version is active (older Active Check In does not).
A5. Confirm packaged flows are Active
Booking, payment, checkout, and check-in need the packaged flows Active in your org (for example Multi_Rental_process, NR_Payment_Screen, Checkout_Process, CheckIn_Flow). Confirm they are Active; do not activate Draft versions unless your process owner has accepted them. See chapter 1.
A6. Quick access smoke (before data)
As a non-admin user with the permission set: open a Rentables list or Search Records, and open one dashboard after the running user is set. Fix access before you build data.
Next: go to your use case and start at Part B.
Still open
- Checkout email from Checkout Email Template — not live yet.
- Restockable stock return when that Check In version is active (not in older Active Check In).
- Per-rate Pro-Rating checkbox — not built.
- Merged Check_In permission set — effective once it ships in a package version.
New to Native Rent?