# Setup overview

To get FinDock up and running, you need to do some installing and configuring both on the Salesforce side of things, and on the FinDock side.

The basic setup process is:

Install FinDock.
Install FinDock Core and ProcessingHub packages.

[Start installing](/docs/november-26/setup/install-findock)

Configure Salesforce permissions.
This is a crucial step to get right. Take your time here.

[Adjust permissions](/docs/november-26/setup/general-permission-guidance)

Configure FinDock Core.
FinDock Core has a few important items to set up.

[Configure Core](/docs/november-26/setup/configure-findock-core)

Connect and configure ProcessingHub.
FinDock needs an active, authenticated connection to ProcessingHub. Certain payment processing and reconciliation also require specific ProcessingHub settings.

[Connect ProcessingHub](/docs/november-26/setup/configure-processinghub)

Connect WebHub.
Though not required, most setups need an authenticated connection to the FinDock WebHub app to process online payments.

[Connect WebHub](/docs/november-26/setup/configure-webhub)

Once the basic setup is in place, you can add [payment extensions](/docs/november-26/payment-processors) to integrate with your preferred payment processor. You may also need to install a [source connector](/docs/november-26/source-connectors) for industry solutions.

A quick and simple setup
If you would like to just like to test FinDock and practice some payment collections, try the [Quick Start](/docs/getting-started/quick-start). If you are planning an implementation, check out [Preparing a project](/docs/november-26/getting-started/preparing-a-project)

You can also use advanced options like [automated Chatter upload](/docs/november-26/setup/automatic-chatter-file-upload-with-email), and if you have existing payment data, use our recommendations for [migrating payment data](/docs/november-26/setup/migrating-payment-data)