Package installation
How to install and authorize the Alcméon for Salesforce package
Overview
This section covers the following settings:
- how to install the Alcméon for Salesforce package in your Salesforce organization;
- how to connect your Salesforce organization in your Alcméon environment.
👤 Compatible roles
Alcméon administrator
,Salesforce administrator
⌚ Estimated reading time: 5 minutes
Create an Alcméon integration user
The Alcméon integration user will be used to install the package and authorize your organization in Alcméon.
First create a profile with minimum permissions for this user (feel free to add more permissions if relevant for you):
- In the
Setup
, enterProfiles
in theQuick Find
box and click on theProfiles
section. - Clone the relevant existing profile in your organization, for instance the
Standard User
one. - Enter
Alcmeon Integration User
as Profile Name for instance.
In the Administrative permissions
section, check the following permissions:
Apex REST Services
API Enabled
Api Only User
Customize Application
Manage Custom Permissions
View Roles and Role Hierarchy
View Setup and Configuration
In the Standard Object Permissions
section, check the following permissions:
- If the
PersonAccount
mode is enabled in your organization:
Standard Object Permissions | Basic Access |
---|---|
Accounts | Read , Create , Edit , Delete |
- Else (if the
PersonAccount
mode is not enabled in your organization):
Standard Object Permissions | Basic Access |
---|---|
Accounts | Read |
Contacts | Read , Create , Edit , Delete |
In the Custom Object Permissions
section, check the following permissions:
Custom Object Permissions | Basic Access |
---|---|
Alcmeon Conversations | Read , Create , Edit , Delete |
Click on Save
.
Then create a user and set its profile to the Alcmeon Integration User
profile previously created.
Install the Alcméon for Salesforce package
- Go to the Changelog page, and click on the installation link for the latest version of the Alcméon for Salesforce package located at the top of the page.
- Log into your organization using the Alcméon integration user previously created. (If your organization instance URL is not https://login.salesforce.com then click first on
Log In with a Different Username
andUse Custom Domain
in order to specify your own instance URL) - Click on
Install for All Users
:
Alternatively, you can choose to install only for the specific profile of the integration user previously created:
- Click on
Install
and then onDone
.
Configure the Remote site settings
This step is required to ensure that any direct or indirect modifications made to a conversation is transmitted to Alcméon.
We need to allow the organization to invoke alcmeon.com
:
- In the
Quick Find
section, search forRemote Site Settings
and open the page. - Click on
New Remote Site
. - Fill the form with the following values:
- Remote Site Name:
Alcmeon
- Remote Site URL: https://alcmeon.com
- Active:
checked
- Remote Site Name:
- Click on
Save
.
Authorize access
First, we need to retrieve the instance url of the organization:
- In Salesforce, click on the user icon on the top right corner and copy the instance url:
- Copy the instance url (
demo-cs-omnichannel.my.salesforce.com
in the above example). - In Alcméon, go to the parameters menu and click on
Salesforce organizations
:
- Click on
Connect an Organization
on the top right corner. - Set the login url to
https://
+instance url
:
- Login using the Alcméon integration user previously created.
If no login popup appears, Salesforce is using an existing session already active in your browser. To force the login prompt, consider using your browser's private mode.
- Click on
OK
to allow access to Alcméon.
Fill the mandatory information
To improve the readability of the list of organizations connected to Alcméon, click on the Edit configuration
button on the top right corner of the organization displayed in the Salesforce organizations
section of the Alcméon settings. Then, provide a meaningful name for this organization to differentiate the different environments connected (dev
, int
, uat
, prod
for instance). Indicate also whether it is a production environment or a sandbox by activating the Production organization
switch if needed:
This is required to follow the push upgrades cycle of the Alcméon for Salesforce package. Alcméon will indeed push on a regular basis the latest package to the sandboxes and later on to the production organization, according to a fixed schedule communicated in advance. See Package upgrade for more details.
Updated 22 days ago