SalesHood/Salesforce content management package configuration guide

After you’ve installed the SalesHood Application via the AppExchange into your Salesforce instance, please follow these steps to configure it for your organization:

Overview

  1. Setup App ID and App secret
  2. Setup “Remote Site Settings”
  3. Add SalesHood Application to Opportunity Layout
  4. Allow User Profiles to access the custom pages

Pre-Step: IP Address

If you plan on testing in SFDC sandbox and SalesHood preview before releasing to users, please send your IP Address to support@saleshood.com to enable your sandbox. Note, if you are in a larger company, a static IP will allow more people to test as IPs change throughout the company.

To get your IP Address, contact your IT or search for “what is my ip address” and share the full number to support@saleshood.com.

Step 1: Setup App ID and App Secret

  1. Request SalesHood for App ID and App secret. Contact Infosupport@saleshood.com
  2. Input your App ID and App secret in your Salesforce Organization
    • Create “App Credential” tab in your Organization:
      • Login as System Admin
      • Go to Setup, in Quick Find box type in “Tabs” and choose Tabs
      • In Custom Object Tabs section, Click New
      • Select “App Credential” from Object drop-down list
      • Select a Tab style
      • Click next
      • In the ‘Apply on tab visibility to all profiles’ drop-down list, select Tab Hidden
      • Select ‘Apply a different tab visibility for each profile’ checkbox
      • Set Default On for System Administrator in Profile panel
      • Click Next
      • Click Save
    • Save your App ID and App Secret into the App Credential
      • Navigate to App Credential tab
      • Click New, and input these (case sensitive):
        • App Credential Name: SalesHood Content
        • App Id and App Secret: provided by SalesHood
        • Credential Name: SalesHood

Step 2: Set “Remote Site Settings”

  1. Go to Setup -> Quick Find “Remote Site Settings.”
  2. Click on New Remote Site
  3. In Remote Site Name, enter “SalesHood_API” (can be anything you like)
  4. In Remote Site Url, enter “https://app.saleshood.com
  5. Leave the other fields as default
  6. Click Save

Step 3: Add SalesHood Application’s custom page to Opportunity layout

  • In Lightning Experience: Go to Setup -> Quick Find ”Object Manager” -> Choose Opportunity -> Page Layouts
  • In Salesforce Classic: Go to Setup -> Quick Find “Opportunities” -> Page Layouts
  1. Choose to edit the opportunity layouts that should have the new Content view from SalesHood App
  2. In the edit layout page, drag and drop Fields / Section to wanted part of the opportunity page. Choose 1-Column layout
  3. Drag and drop Visualforce Pages / opportunityCustomPage to the new Section
  4. On the opportunityCustomPage Properties, choose:
    • Height (in pixels): 500
    • Check show scrollbars
    • Click Save

Step 4: Allow User Profile to access the custom page

A User Profile needs to have the following rights:

  • App Credential: Read
  • App Id field: Read Access
  • App Secret field: Read Access
  • User Credential: Read, Create, Edit
  • enc_accessToken field: Read Access, Edit Access
  • enc_refreshToken field: Read Access, Edit Access
  • Enable Visualforce Page Access to opportunityCustomPage and SalesHoodOauthRedirectingPage

Instructions:

  • Go to Setup -> Profiles
  • Choose wanted profiles to edit
  • In the edit page of the profile, click Edit
  • Navigate to Custom Object Permissions:
  • Check Read on App Credentials
  • Check Read, Create, Edit on User Credentials
  • Click Save
  • Navigate to Custom Field-Level Security:
  • On App Credential and User Credential, click View -> Edit, and change to the following:
  • App Credential:
  • App Id: Read Access
  • App Secret: Read Access
  • User Credential:
  • enc_accessToken: Read Access, Edit Access
  • enc_refreshToken: Read Access, Edit Access
  • Click Save
  • Navigate to Enable Visualforce Page Access
  • Click Edit
  • Add opportunityCustomPage and SalesHoodOauthRedirectingPage
  • Click Save

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