Pre-requisite. You need a system administrator profile to perform those steps.
Installation
Install the IdealDoc Salesforce package into your Salesforce instance:
Environment | IdealDoc Salesforce Version 2.3.0-1 |
|---|---|
Production / Developer | https://login.salesforce.com/packaging/installPackage.apexp?p0=04tTG0000002zSPYAY |
Sandbox | https://test.salesforce.com/packaging/installPackage.apexp?p0=04tTG0000002zSPYAY |
Select “Install for Admins Only”:
Grant access to the required IdealDoc API endpoints:
Configuration
Launch die IdealDoc Administration App from the Salesforce App Launcher:
On the IdealDoc Settings tab, follow the following setup steps, by clicking the corresponding button on the Settings page:
1 | Request Trial Subscription | Get a trial subscription for your current Salesforce Org. Only one trial per Org is possible. |
2 | Assign Permission Sets | Assigns the permission sets IdealDoc_User_Permissions and IdealDoc_Admin_Permissions to your admin User |
3 | Create Example Template | Creates an example IdealDoc Account Overview Template with an example query and an example DOCX document |
4 | Add Lightning Action | The example Account action: CreateIdealDocExample_noattach_docx_single_account_trial needs to be added to the Account Page or Layout |
5 | Get going | Create your own templates and queries and request a production token when ready |
Request Trial Subscription
When clicking on the “1. Request Trial Subscription” button, automatically a new trial subscription for this Salesforce instance gets created which allows for the creation of 100 documents and is valid for 3 months.
After creating the trial subscription, a new entry appears in the IdealDoc Settings table. By clicking on the “edit” symbol the default configuration for this subscription can be edited.
Create an Example Template
Copy & Paste the Id of an example Salesforce Account record into the example template record id field and click “try me”
