IMPORTANT
Following the update Alpe d'Huez, we are updating our video resources for the installation. Don't worry, the list of configuration points is available below.
We are going to go through 4 simple steps to achieve this:
Install our application via the AppExchange
Give access to users and to yourself
Make the link between Gonexa and Salesforce
Make the generation button available to users
Prerequisites
BEFORE STARTING
Install the package via the AppExchange
STEP #1
Access to the Gonexa page on the AppExchange
Click on
The following link to access the Gonexa Doc application on the AppExchange, the Salesforce marketplace that allows you to view, download and install our Gonexa Doc application.
Click on “Get In Now”
Connect to your AppExchange account
Connect to your Salesforce by clicking “Log In”
Choose Salesforce and then enter your credentials
Choose the Production environment or the Sandbox (recommended before going into production)
Enter your username and password
Click on “Connect to Salesforce”
Installing the package
Select the “Install for Admins Only” option (rights will later be assigned via permission sets)
Click on “Install”
Accept the terms and click on “Confirm and Install”
Click on “Finish to continue.”
Once the application is installed, you will receive a successful email notification letting you know the installation was successful.
Verify that the package is properly installed
You can check this from Setup.
From the tab, go to the “Installed Packages”
Go to the Gonexa Administration
In the Salesforce application launcher, type “Gonexa Doc” to access the global setup
Give access to users and to yourself
STEP #2
2 levels of rights for Gonexa Doc
Authorization set
Assigning authorization sets
Click on “Manage Assignments”
Click on “Add Assignment”
Select the user and click next to finalize
Make the link between Gonexa and Salesforce
STEP #4
Access via the Gonexa Administration application
Create a new ID called “inherited”
The named credential makes it possible to make the link with our API
Back on the Gonexa Administration by refreshing the page, the “Authorize connection” sticker turns green.
Create your account on the Gonexa App (Portal)
This step is central to allow you to generate your documents but also to allow you to unlock a lot of functionalities.
Attention
1 Gonexa App account = 1 Salesforce production
If you are a consultant with access to several productions, remember to create different accounts for each of your customers.
If you are a customer, 1 single Gonexa App account is enough to manage your production and all of your sandboxes.
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Connect to Salesforce from the App
To finalize the process, click “Connect to Salesforce” by entering your Salesforce login and password.
Once connected, a verification of your will be done by Gonexa in order to activate your licenses.
Position the generate button
STEP #5
Using the lightning component on the page (recommended)
Go to the context where you want to see the component displayed (opportunity, quote,...)
Change the lightning page layout by clicking on “Edit page” by clicking on GD
Look for the “Gonexa - Generate Document” component
Drop the component into your page
Save & activate the page for the desired profiles or applications.
Using the “button” at the top of the page
Go to the object manager where you want to see the generate button displayed
Click on the “Buttons, links and actions” section
Click on “New Action”
Type of action:
Lightning component
Lightning component:
GNX: GenerateDocument
Label:
[Text that appears to the user]
Name:
[Automatic]