Configure Transact for Salesforce App

   PlatformApplicable to all products in Temenos Journey Manager.  |   All Personas |  All versions This feature is related to all versions.

You can configure Manager to integrate it with the Salesforce App, which has to be done once before the first use.

To check the Salesforce support is included:

1. Log on to Manager.
2. Select Forms > Form Spaces and search for the Salesforce space.
3. If the Salesforce space exists, the installation was done correctly and you can proceed with the following configuration.
4. If the Salesforce support is not installed, submit a request to the Temenos Cloud Hosting Team (ACS portal) to install the Salesforce support module.

To configure your Manager environment to support the Transact for Salesforce App:

1. Create the API User Account in Manager
2. Import the Manager extension packages
3. Configure the imported modules

Create the API User Account in Manager

1. Select Security > User Accounts
2. Click New
3. Select the User Details tab and enter the following values:
• Login Name - at4sf-client
• User Type - Local
• Password - take a note of the password you use and ensure the Change Password After Login checkbox is unselected
• Given Name(s) - AT4SF
• Family Name - Client User
• Email - use the email address of your Manageror Salesforce administrator
• Portal - Manager
4. Click Save to update the changes.
5. Select the Roles tab and assign the Administrator role to the user.
6. Click Save to update the changes.
7. Select the Organizations tab and assign your organization to the user.
8. Click Save to update the changes.

Configure the Salesforce API Client Details

1. Select Services > Service Connections
2. Locate the Salesforce Service Connection and configure its API credentials. Alternatively, for more restricted access you could create a new Salesforce API Invoke role with the following minimum permissions:
• Admin Directory
• Web Service Invoke
3. Click Save to update the changes.
4. Update the Security Manager settings as described in the Configure the Security Manager section below.

Import the Manager Extension Packages

To import the following extension packages, ideally in this order:

1. AT4SF-SecurityManager.zip - Contains the OAuth2 Single Sign-On Security Manager. Imported under 'Security' > 'Security Managers' > 'Import'
2. AT4SF-Services.zip - Imported under 'Services' > 'All Services' > 'Import'
3. AT4SF-Canvas.zip - Contains the Canvas UI that is presented in the Salesforce Desktop environment. Imported under 'Forms' > ' Forms' > 'Import Form Version'. Select the target organization in the import wizard.
4. AT4SF-TestForm.zip - Optional test form handy for verifying the connectivity. Imported under 'Forms' > 'Forms' > 'Import Form Version'

Configure the Salesforce User Space

To associate the forms with the space:

1. Select Forms>Organizations
2. Click on your organization
3. Select the Spaces tab and select the Salesforce space as an 'Assigned Space'
4. Click Save to update the changes.
5. Select Forms>Forms
6. For each of the forms you wish to show under the portal, click on the form name to edit the form
7. On the Spaces tab select the Salesforce space as an 'Assigned Space' and save
8. Don't forget to do this for the Salesforce App form 'AT4SF Canvas'

Configure the Security Manager

The security manager needs to be configured against the target Salesforce connected app and assigned to the Salesforce User Space as follows:

1. Select Security > Security Managers
2. Locate and open the AT4SF-UserSecurityManager and navigate to the Parameters tab.
3. Edit the 'Client Id' and 'Client Secret' parameters and update to the Consumer Key and Consumer Secret values from the Salesforce connected app (see article linked above).
4. If required, edit the URI parameters to ensure the correct domain name is being used. By default the domain will be the primary Salesforce login domain but for sandbox environments this may need to be changed to test.salesforce.com.
5. If you are using a test Salesforce instance (where the login page is under https://test.salesforce.com/) you will need to update each of the 3 URI parameters accordingly (Auth Uri, Token Uri, User Info Uri):
• Auth Uri - https://login.salesforce.com/services/oauth2/authorize https://test.salesforce.com/services/oauth2/authorize
• Token Uri - https://login.salesforce.com/services/oauth2/token https://test.salesforce.com/services/oauth2/token
• User Info Uri - https://login.salesforce.com/services/oauth2/userinfo https://test.salesforce.com/services/oauth2/userinfo
6. Click Save to update the changes.
7. Select Forms > Form Spaces, locate and edit the 'Salesforce' user space to ensure the Salesforce User Space is configured to use the correct security manager
8. On the 'Space' tab, ensure the 'AT4SF-UserSecurityManager' is selected in the 'Security Manager' field
9. Click Save to update the changes.

Configure the Delivery Service and Delivery Channel

Before delivery into Salesforce can occur the Delivery Service needs to be referenced by an organization Delivery Channel as follows:

1. Select Forms > Organizations
2. Locate and open your organization and navigate to the 'Delivery Channels' tab.
3. Click 'New' and enter the following values
• Name - Salesforce Push Delivery
• Delivery Method - Delivery Process
• Description Transact for Salesforce App Generic Push Delivery Channel
• Delivery Process - AT4SF-DeliveryPush
4. Click Save to update the changes.

Next, learn how to configure a prefill generator in Salesforce.