Pre-requisite. You need a system administrator profile to perform those steps.
Package Installation Launch
To install the IdealDoc Salesforce Package into your Salesforce instance, click the link below and log into with your usual username and password.
Current Version : 1.6.3-1
Environment | Version | Link |
|---|---|---|
Prod | 1.6.3-1 | https://login.salesforce.com/packaging/installPackage.apexp?p0=04t7R0000022ljtQAA |
Sandbox | 1.6.3-1 | https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7R0000022ljtQAA |
Package Installation
Once prompted, select "Install for Admins only" and "click Install".
On the next screen, tick the box and click continue.
Permission Sets Assignments
Assign Permission Sets to relevant users - Ideal Doc Admin Permissions (for System Administrator users)
Ideal Doc User Permissions (for regular users)
Custom Metadata Type record Creation
Now let's create a Custom Metadata Type Record for IdealDoc. This is mainly to enter your IdealDoc token, but also to make it possible to define certain general settings.
Go to the Setup menu
Search "Custom Metadata Type"
Find the record named "Ideal Doc Setting" and click on the "Manage" blue link
Now, we need to create an entry for Production and one for the Sandbox.
Production Record :
Field | Value | Comments |
|---|---|---|
Label | IdealDoc Production | |
Ideal Doc Setting Name | prod | |
IdealDoc Config |
| You can enter here default settings applying to all your documents. More infos HERE. |
Ideal Doc Customer Token | Your token is communicated by IdealTeam.Group | |
Ideal Doc Url |
Sandbox Record :
Field | Value | Comments | |
|---|---|---|---|
Label | IdealDoc DEV (or name of your sandbox) | ||
Ideal Doc Setting Name | dev (or short name of your sandbox) | ||
IdealDoc Config |
| You can enter here default settings applying to all your documents. More infos HERE. | |
Ideal Doc Customer Token | Your token is communicated by IdealTeam.Group | ||
Ideal Doc Url | Note here the use of "test" instead of "api" like for the production record. |
Internal Question : can a customer have multiple sandbox record?{ "numberFormat": { "locale": "en-ch" } }
→ all property names need to be with double quotes!
💡 Developers : This step can be automated by calling the Apex function from the Salesforce Developer Console:
new IdealDocPostInstallClass().onInstall(null);
Flows Activation
Verify that the following flows are active :
Simulate Ideal Doc Query Screen Flow
Create Ideal Doc Action Screen Flow
Create Ideal Doc Button Screen Flow
Other steps
Create IdealDocQueryc and IdealDocTemplatec records
Create IdealDoc docx template and upload to template record
If required: create custom IdealDocQueryParamsc and IdealDocTargetRecordIdc fields on target object
Create Quick Action on target object