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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

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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, enter Profiles in the Quick Find box and click on the Profiles 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 PersonAccountmode is enabled in your organization:

• Else (if the PersonAccount mode is not enabled in your organization):

In the Custom Object Permissions section, check the following permissions:

Click on Save.

Then create a user and set its profile to the Alcmeon Integration User profile previously created.

Configure the Remote site settings

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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 for Remote 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
• Click on Save.

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 and Use 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 on Done.

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.