Salesforce App Installation Guide (Lightning)

Prerequisites

If you want to use iAdvize Lightning Components, the following requirements must be met before the package installation:

  • Lightning experience must have been enabled in the target organization
  • You need to connect to the Salesforce environment with a System Administrator account to install the package
  • The organization domain must be validated by registering a domain name in My Domain setup screen
  • You must be using a Lightning "console" application to benefit from the full range of functions. If not, an error will appear:
 

1. Install Salesforce App on the iAdvize Platform

The first step is to install the Salesforce app on your iAdvize account:

  • Go to the iAdvize Administration platform > Apps
  • Select Salesforce, click on Discover

Capture_d_e_cran_2020-03-11_a__16.18.09.png

 
  • Click on Install and follow the 3 steps

Capture_d_e_cran_2020-03-11_a__16.21.44.png

 

2. iAdvize Package Installation on Salesforce

2.1. Get the iAdvize package

In order to deploy your iAdvize package on a target environment you must access the package installation wizard.

 

The latest version of the package is 2.17

 


For production environments:

Click to install on production environment

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1n000002NZyZ

For sandbox environments:

Click to install on sandbox environment

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1n000002NZyZ

⚠️ As we are currently resubmitting our application on the Salesforce App Exchange to validate the security review, it is possible that when installing the package the following warning message is displayed:

mceclip0.png

Don't worry, the package you are installing is from iAdvize and it is developed by a Salesforce certified partner who follows the security review rules.

 

2.2. Install the iAdvize package

  • Choose the option Install for Admins Only and click on Install
 
  • Tick Yes, grant access to these third-party web sites in order to authorize third party app communications and click Continue
 
  • Wait until the installation is complete

If you see the screen below, click on Done to finish the installation process. Sometimes the app takes a long time to install, you will receive an email when the installation is complete.

 

 

3. Configuration Steps on Salesforce

3.1. Assign the Permissions to the End Users

Permissions must be set to access the iAdvize package features. Two permissions* come with the iAdvize package:

  • iAdvize - Administrator: this permission grant access to the whole iAdvize app features, including the Setup tab. 
  • iAdvize - User: this permission grant access to the whole iAdvize app features, except the Setup tab. You should grant this permission to your agents.

*you have the choice: either add these permission sets to the users or create profiles with the same rights as those existing in these permission sets.

 

Follow these steps to assign the permissions to your end users:
  • Enter the Setup menu
  • Go to Users > Permission Sets
  • Filter by letter "i" and click on iAdvize - Administrator or iAdvize - User - depending on the permission to assign

 

  • Click on Manage Assignments

 

  • Click on Add Assignments

 

  • Tick the checkboxes of the chosen users then click on Assign
  • Then click on Done

 

3.2. Set the User Page Layout

Setting up the User Page layout adds the fields: iAdvize sync, SSO Token, Group ID, Operator ID, Sync date, Sync status, Sync error, to your user pages. These fields will allow the synchronisation between your salesforce users and iAdvize.

  • Enter the Setup menu
  • Go to Object Manager > User > User Page Layouts

A customized iAdvize User Layout is now available. You can either use this layout (option 1) or choose to update your own User Layout (option 2).

 
Option 1: Define the iAdvize user layout as default

  • Click on User Page Layout Assignment
  • Then click on Edit Assignment"
Capture_d_e_cran_2020-03-11_a__15.26.05.png

 

  • Select the profiles you want to modify, then in the dropdown menu select iAdvize User Layout and click on the Save button

Capture_d_e_cran_2020-03-11_a__15.38.55.png

 

Option 2: Customize an existing user layout

  • On the layout line to customize, click on the arrow at the end of the line then Edit
  • Drag and drop the entire iAdvize fields: iAdvize sync, SSO Token, Group ID, Operator ID, Sync date, Sync status, Sync error
  • Then Save

 

3.3. Customize your Salesforce Object Page Layouts: Contact, Account, Lead, Custom object, Case

You can add the iAdvize objects Visitor or Conversation in your Contact, Account, Lead or any Custom objects.

To add these fields, you can either choose to use the iAdvize layouts that have been made available while downloading the iAdvize package, or you can customize your own layouts with the iAdvize objects: Visitor and Conversation.

For more information on how to do so please see this article.

 

3.4. Give access to the "iAdvize_canvas_prd" and "rest_api" connected apps to your Salesforce organization’s data

This step allows the iAdvize app to access your Salesforce organization data, and it allows your users to access the iAdvize App. You must give authorizations to both the iAdvize_canvas_prd and the rest_api applications.

 

⚠️Both apps access must be opened

  • Enter the Setup menu
  • Go to App > Connected Apps > Manage Connected Apps

 

3.4.1. Authorize apps to access your Salesforce organization data

  • Click on Edit on the iAdvize_canvas_prd and rest_api lines 

 

  • Change the option Permitted Users to Admin approved users are pre-authorized and click on Save

3.4.2. Authorize user profiles to access these apps

  • Click on the iAdvize_canvas_prd and rest_api names and add the granted profiles by clicking on the Manage Profiles button
 
  • Tick the profiles to grant (Standard User and System Administrator) then click on Save

 

3.5. iAdvize Connector Configuration

This step establishes the communication between iAdvize and your salesforce organisation.

  • Log-in to your environment with a user who has the iAdvize - Administration permission
  • Click on the ’App Launcher and choose iAdvize
  • Then click on the Setup tab, see screenshot below:

 

3.5.1. Connector configuration

 

⚠️Whatever the environment you are installing the iAdvize app on, in this section you must choose Production as it means the iAdvize app in production.

 
  • Select Production in the dropdown menu and click on Edit

3.5.2. Salesforce authorization

You have to authorize the package implementation into Salesforce.

  • Click on Authorize
  • Request’s status is indicated by a pop-up, click on OK to finalize the authorization

Authorization not done or in error

Authorization done

 

3.5.3 API configuration

In this section you enter your iAdvize account settings:

 

  

  • Click on Edit
  • Complete with your API details sent by iAdvize and Save
 

ℹ️The iAdvize API Key is the Rest API Key and the iAdvize File API Key is the GraphQL API Key.

 

3.5.4. Website configuration

  • Click on Add Website

 

ℹ️.  a website (=SID = project in the iAdvize platform)  can only be added once: it means that if you ran some test using a SID in your SF Sandbox environment, you will need to delete that website from the configuration in order for you to use it in your SF production environment.

 

  • Select the website you want to add and Save
 

💡To customize further…

To customize further the app to your business needs: link iAdvize fields with Salesforce ones and add more information in the agent chat closing form, read this article.

 

The setting is almost finished! Before you can start using the iAdvize app in salesforce, you just have to link your Salesforce user profiles to iAdvize. There are two possibilities : 

  • your users have both user profiles into iAdvize and into Salesforce: you can manually link their profiles together
  • your salesforce users do not have iAdvize user profiles:  you can automatically create  iAdvize user profiles based on your Salesforce user ones

 

When using the utility bar (i.e. iAdvize in Salesforce) with several conversations at the same time, the screen behind follows: if the agent switches from a conversation A to a conversation B in the utility bar, then we keep the focus on the right customer record in relation to the right conversation behind.

 

Capture_d_e_cran_2022-05-31_a__11.25.30.png


To adapt the size of the iframe, you can do so by going into the Setup section then in the Platform tools

  • App manager -> Find the App -> click on Edit 

Capture_d_e_cran_2022-05-31_a__11.28.08.png

 

  • App settings -> Utility items -> Add “chat iAdvize”

ℹ️ The optimal screen resolutions to apply are available in this article.

 

 

Capture_d_e_cran_2022-05-25_a__15.52.13.png

 

If your setup in Salesforce registers several types of case (recordtype) then when you click on "open case" there is a small pop up in which you have to select one of the existing recordtypes. If there are no recordtypes then the default recordtype will be selected.

 

⚠️The use of record types only works with a case with a default layout. If you want to use a custom layout for your cases, you will not be able to use the record types.