Salesforce Lightning Integration Package

Complete the Lightning Setup
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Important

This task requires Salesforce administrator credentials.

  1. Make sure you are logged into a Salesforce administrator account.

  2. Ensure that the relevant domain is deployed and enables all users to use your Lightning components.

  3. Go to the Opportunities tab and open an opportunity.

  4. Click the Settings icon at the top right corner. The Settings options menu is displayed.

  5. Click Edit Page. If you have more than one Opportunity Record Page, ensure that you are on the relevant Page that contains the component you want the user to see.

  6. From the list in the left sidebar, go to Custom - Managed and locate the CloudShare Invitations component.

  7. Drag and drop the component in the desired location on the Opportunity Record Page.

  8. Click Save at the top right corner.

  9. If you are currently configuring a new organization, the Activate popup will be displayed. Click Activate and then either:

    • Assign as Organization Default, or

    • Assign based on Application, Profile or Record Type.

    To edit the information for a specific Page, click Activation at the top right corner.

  10. Click Back to return to the Opportunity Record Page. Your new component will now be a section on the page.

  11. From the CloudShare Invitations section that you created on the Opportunity Record Page, enter its configuration settings:

    SalesForcePackage-InstallSettingsDialog_201119.png

    Note

    If you are upgrading an existing Salesforce package installation that is already integrated with the Sales Enablement module, you need to activate the checkbox for Sales Enablement module instead of invitation module in these settings.

    Typically, you only need to complete these settings during the initial setup, or when you want to change the value of a setting.

    Table 5. CloudShare Invitation Settings Fields

    Field

    Description

    API Key

    Your CloudShare API Key. You can obtain your API key from your details page on CloudShare.

    API ID

    Your CloudShare API ID. You can obtain your API ID from your details page on CloudShare.

    Opportunity Stage Names

    The stages for which you want CloudShare invitation creation to be enabled. Separate stage names with a semi colon (;).

    Caution

    Do not insert spaces between stage names. Spaces between stage names invalidate the configuration.

    Sales Enablement Option

    Optionally activate the checkbox Sales Enablement module instead of invitation module . By default, the package is integrated with the Invitations module. You should activate this checkbox when you are using Sales Enablement.

  12. Click Save. 

You're now done with the initial setup and your sales engineers can start sending invitations. You can change your configuration any time. 

Note

Lightning component permissions for a user depend on the Lightning page settings, not on the user's assigned profile.

Adding the CloudShare Invitations component to the user's Lightning page will enable the user to create Invitations.

If you wish to block a user from creating Invitations, you must also block their profile from the Lightning page.

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