How to enable Salesforce App Connector

This article explains 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.

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
     

Installing the Templafy Salesforce app Package in Salesforce

1. Follow the link provided by Templafy.
2. Install Templafy and specify to which group.
   
3. Grant access to Templafy's resources.
   
4. Once installation is complete, click Done.
   
5. The app should now appear under App Manager.
   
   

Configuring the installed Templafy app in Salesforce 

1. Under App Manager locate the Templafy app and click Manage.
2. Click on the Edit policies button.
3. From the Permitted Users combo box select Admin approved users are pre-authorized and save changes. 
   
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.
   
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
     

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.
   
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. 
   
   
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.
   
4. Once dropped, Salesforce will indicate 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.
   • Templafy tenant name should be filled with the tenant's name, NOT the full URL.
   • Templafy default directory should include the slash.
   • Related data to include is an optional setting that will allow you to make Salesforce lists linked to the current object available for adaptive sections with HostSystem. 
5. Save the changes.

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. 

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 find the data available from the Salesforce App Connector.

Troubleshooting

As of Summer 2023, Salesforce has introduced new security settings that do not allow the Salesforce App Connector to work correctly. For new Salesforce instances, this setting is automatically enabled.

When using the app connector, and this setting is enabled, the following error may be thrown.

"Uncaught (in promise) DOMException: Failed to execute 'postMessage' on 'Window': #<Object> could not be cloned."

To ensure the Salesforce App Connector works as expected, you can disable this setting in the Salesforce app setup.

1. In the left menu, click on Session Settings under Security.
2. Scroll to the section titled Lightning Web Security, and ensure the option in this section is unchecked.