Salesforce
  • 26 Sep 2022
  • 3 Minutos para leer
  • Colaboradores
  • Oscuro
    Ligero
  • PDF

Salesforce

  • Oscuro
    Ligero
  • PDF

There is no Spanish content available for this article, You are viewing the fallback version (English).

Document360 integration within the Salesforce console enhances and equips your support agents with a robust knowledge base while serving customers.

You can view and share articles easily. You can quickly create new articles for your knowledge base right from Salesforce.


Basic setup guide

Follow the below step to configure the Document360 extension on your Salesforce console
1. Create a Salesforce account
2. Authorize Salesforce integration from your Document360 portal
3. Install the Document360 app on Saleforce
4. Add a Visualforce page in the Salesforce developer console


1. Salesforce account

If you're a registered Salesforce user (Salesforce Lightning platform account), skip this step (1. Salesforce account) and go directly to 2. Authorize Salesforce integration from your Document360 portal

First, you would need a Salesforce account, for which you can sign up using the link (https://developer.salesforce.com/signup/). Type in the details required and hit Sign me up button at the bottom.

You will receive a mail on your registered email with the verification link, account URL, and username. Click on the Verify account link in the mail, and you will be redirected to your Home page (Salesforce lightning platform). Keep the Salesforce account open in your browser tab and log into the Document360 portal in a new tab/window.


2. Authorize Salesforce integration from your Document360 portal

Login to your Document360 portal to authorize the Salesforce integration.

  1. Click on Settings → Knowledge base portal → Extensions → Helpdesk, and you can find the Salesforce widget
  2. Under Salesforce, click the Authorize button, and the Allow access window appears.
  3. Click the Allow button and wait for a few seconds
  4. Now, you can find the status (Project connected to Salesforce…) in the Salesforce widget. You can also find the Salesforce account URL connected with your project

3. Install the Document360 app on Salesforce

Use the link provided below to install the Document360 app

  1. Login to your Salesforce account
  2. Now select from any one of the three options provided:
    • Install for admins only
    • Install for all users (default)
    • Install for specific profiles
  3. Click the Install button
  4. Wait for the Installation complete prompt and click Done

2-ScreenGIF-Installing_app_on_Salesforce-min(2)


4. Adding a Visualforce page in the Salesforce developer console

Now you have to add the piece of code provided below in your Salesforce developer console to create a Visualforce page.

  1. On your Salesforce developer edition home page, click the gear (Setup) icon at the top right → Developer console, and a code window appears in a new window
  2. In the code window, click File → New → Visualforce page
  3. In the New Apex Page popup, add a name for your Visualforce page and click OK
  4. Click on the below Copy button and paste the below code into the code page
<apex:page standardController="Case"> <apex:canvasApp applicationName="Document360" namespacePrefix="Document360" height="800" width="750px"/> </apex:page>
Note

The height and width of the application can be edited in pixels (px).

Height=”800px” width=”750px”

  1. Once done, click File → Save (or) press Ctrl + S to save the page. Then, close the window

3-ScreenGIF-Adding_apex_code_in_developer_console-min(2)

Now your Visualforce page is created. You can view the recently created items using the left navigation pane.
6. Type in Visualforce pages in the Quick find field at the top left and select the Visualforce pages option in the search results. The Visualforce Pages page appears
7. You can find the recently added Visualforce pages. Click on the Edit option of the recently added Visualforce page
8. You can edit the Label, Name, and Description of the page
9. Select the Available for Lightning Experience, Experience Builder sites, and the mobile app checkbox to enable it
10. Once done, click the Save button at the top

4-ScreenGIF-Adding_visualforce_page_in_developer_console-min(1)


Use cases

1. Cases page


¿Te ha sido útil este artículo?

What's Next