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How to configure Salesforce Integration with an App Connector?

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Juan Miguel Lopez
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This article will explain how to set up Salesforce as an App Connector. This means, opening Templafy directly from within Salesforce. The App Connector module must be activated before you can connect to Salesforce as an App Integration. Sections in this article:

 

Prerequisites

 
  • Admin access to Templafy tenant and Salesforce
  • Library and App Connectors modules enabled

 

 
  • Only Salesforce Lightning is supported

 

In order to have the Templafy app running in Salesforce, there are four steps to follow. 

  1. Set up the app connector in Templafy.

  2. Install the Templafy Salesforce app Package in Salesforce. 

  3. Configure the installed Templafy app in Salesforce. 

  4. Deploy the configured application within the section in Salesforce where the Templafy app can/should be initiated in. 

 

Setting up Salesforce as an App Connector in Templafy

  1. In the Admin Center, access Integrations section
  2. Go in Available tab
  3. Find/Search for Salesforce
  4. Click +
  5. Enter the required information
    • Display Name
    • Salesforce Tenant Domain Name

app_connector_sf.png

 

 
  • Salesforce tenant domain name is equal to the tenant name the user belongs to. 
  • It should be spelled without https, i.e. 'mytenantname.lightning.force.com'.

 

app_connector_domain_name.png

 

Installing the Templafy Salesforce app Package in Salesforce

 
  1. Follow the link provided by Templafy:

    mceclip0.png

  2. Install Templafy and specify to which group: 

    Salesforce.png

  3. Grant access:

    mceclip2.png

  4. The installation will process.

    mceclip4.png

  5. The installation is complete. 

    installion_complete.png

  6. Click Done.
  7. The app should now appear under App Manager.

    app_manager.png


Configuring the installed Templafy app in Salesforce. 

  1. Under App Manager locate the Templafy app and click Manage.

    app_manager_2.png

  2. Click on Edit policies.

    edit_policies.png

  3. From the Permitted Users combo box select Admin approved users are pre-authorized and save changes. 

    user_pre_authorized.png

  4. After changing the type of permitted users and saving the changes, under the settings of the app, a new section appears called Profiles. Click on Manage Profiles.

    manage_profiles.png

  5. From Application Profile Assignment select the profiles which will or should have access to the application and save the changes. Example selection could be:
    • Standard User
    • System Administrator

      users.png

Deploying the configured application within the section in Salesforce where the Templafy app can/should be initiated in

The Templafy app can be launched from within several sections in Salesforce. For instance, it can be initiated from an Opportunity object page, Lead/contact object page, and Account object page amongst others. In this example, we will configure the app to be launched from within an opportunity, but you can configure it on as many pages as you desire as long as the page supports file uploads. 

 

  1. Once you are in the desired location in which the Templafy App connector should be present, click on Edit Page

    edit_page.png

  2. In this section, you will be now able to place the Templafy button in the area of the page you would like it to appear for the end-user. On the left-hand side, under Components, and in Custom-Managed, the Templafy app should be present. 

    components_1.png

  3. The Templafy app can now be dragged to an insertion point for the component, either in an empty region or before or after another component.

    drag.png

  4. Once dropped, Salesforce will indicate you the component is still not yet valid. This is because you still need to configure the app so that it knows to which Templafy tenant it should connect to, and which should be the default Templafy directory, the web app should open. This can be configured on the right-hand side of the page. A Templafy tenant name should be filled in, as well as the Templafy default directory.  Templafy Tenant name should be just the tenant's name, NOT the full URL. The Templafy default directory should include the slash.

    Save the changes.

    invalid_component.png


    component_valid.png

     

     
    • The name in the field Templafy tenant name must be written completely in lowercase text, like 'sboxtechopsintegrations' in the example above. If you don't do that, then (when a user clicks the Create Document button) the composer will not load any template.
    • When the field Templafy default directory contains the value '/library/documents' as shown in the image above, then the composer will show documents.
      Use '/library/presentations' to show presentations and '/library/spreadsheets' to show spreadsheets. If you only use '/library' or leave the field empty then the composer shows the form where the user can choose between documents, presentations and spreadsheets.


  5. You can now go back to the page, and the Templafy Create Document button will be visible and ready to be launched. It will be now visible in all Opportunities. 

    templafy_button.png

After the configuration is done, the next step is to set up your templates to use the data from Salesforce, which is explained in the article How to configure Salesforce bindings for the App Connector.

 

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