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
- Create a Salesforce account
- Install the Document360 app on Salesforce
- Add a Visualforce page in the Salesforce developer console
- Authorize Salesforce integration from your Document360 portal
1. Create a Salesforce account
If you are a registered Salesforce user (Salesforce Lightning platform account), skip this step and go directly to Install the Document360 app on Salesforce
You would need a Salesforce account to perform the below steps sign up using the link
- To sign up for Salesforce, go to the Sign up page
- Type in the details required and click Sign me up button
- 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 the Verify Your Identity page appears
- Enter the verification code you received in your mail inbox and click the Verify button
Note: The verification code will be sent in another mail.
- Set up a password for your account and click Change Password button
You will be redirected to your Home page (Salesforce lightning platform).
2. Install the Document360 app on Salesforce
Use the link provided below to install the Document360 app
- Go to AppExchange page
- Click Get It Now
- Select the desired Salesforce account and click Install in Production
- Review the installation details and click Confirm and Install
- Enter your Salesforce credentials and click Log In
- Select from any one of the three options provided:
- Install for admins only
- Install for all users
- Install for specific profiles
- Click the Install button
- Wait for the Installation complete prompt and click Done
3. Add 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.
- 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
- In the code window, click File → New → Visualforce Page
- In the New Apex Page popup, enter a name for your Visualforce page and click OK
- Copy the below code and paste it into the Salesforce Developer console
<apex:page standardController="Case"> <apex:canvasApp applicationName="Document360" namespacePrefix="Document360" height="800" width="750px"/> </apex:page>
The height and width of the application can be edited in pixels (px).
- Once done, click File → Save (or) press Ctrl + S to save the page. Then, close the Salesforce Developer console window
- Search for Visualforce pages in the Quick find field at the top left and select the Visualforce pages option in the search results
- You can find the recently added Visualforce pages. Click on the Edit option of the recently added Visualforce page
- You can edit the Label, Name, and Description of the page
- Select the Available for Lightning Experience, Experience Builder sites, and the mobile app checkbox to enable it
- Once done, click the Save button at the top
4. Authorize Salesforce integration from your Document360 portal
Login to your Document360 portal to authorize the Salesforce integration.
- Navigate to the Document360 portal
- Go to Settings → Knowledge base portal → Extensions → Helpdesk, and you can find the Salesforce widget
- Click the Authorize button under Salesforce, and the Allow access window appears
- Click the Allow button and wait for a few seconds
- 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