The Setup page walks you through getting your Forge account ready. Work through the sections in order; green means done and amber means action needed. Each section links to the settings page where you make the change. Use Refresh to reload the status.
Setup sections
| Section | What it covers |
|---|---|
| Salesforce Connection | Shows your connected Org and whether it is a Sandbox or Production environment. Manage Salesforce connection opens the org settings page. |
| Required Apps | Forge depends on the Blackthorn Events, Base and Payments apps being installed in your Salesforce org. Review installed apps opens the org settings page. |
| Users & Permissions | Lists the Admin and Planner roles, plus Custom, which is not yet generally available, and the current users. Explains how your Salesforce profiles and permission sets map to Forge roles, with a link to the Roles & Access guide. Team members appear when they first log in, and you set each role there. Each user signs in with their own Salesforce credentials, so field-level security and record access apply per user. |
| Email Domain | Shows the domain status. DNS (CNAME) changes typically take 24-48 hours to propagate. Forge does not use Salesforce org-wide email addresses; if you use Marketing Cloud you can skip this step, otherwise make sure the same message is not also sent from Salesforce. Configure email settings covers domain verification, from address and tracking. |
| From Address | Shows whether a default sender address is configured. It is required before sending any emails. |
| Payment Gateway | Shows whether a payment provider is Connected or Not connected. Manage payment gateways opens gateway settings. |
| Beacon AI Agent | Beacon is an AI agent that helps planners manage events in natural language. It needs its own Salesforce authorization, separate from the Forge connection. Use Authorize to start it. |
Admin Settings
The Admin Settings page holds org-wide feature controls that apply to all users in your organization. Under Org Settings there are two switches:
- Disable Communications: hides Communications from all event pages. Use it when your org manages email through a separate system.
- Disable Audiences: hides the global Audiences feature from all users in this org.
These switches affect everyone in the org, not just you.