Initial training

The Gonexa Doc solution is Gonexa's historic solution for generating a document from a template in the format .docx. xlsx .pptx .pdf

Installing Gonexa

This first step will guide you through the steps of installing our generation solution.

⚠️ Modification during installation in Production vs Sandbox

Click on:
“Get It Now” for installation in Production
“Try It Free” for installation in Sandbox

Attention, “Try Tt Free” gives 30 days of trial as before

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

Have the rights to install a package on the target environment
Have an account on the AppExchange

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
To install the package on a Production, click on “Get It Now”
To install the package on a Sandbox, click on “Try It Free” and fill in your Salesforce Sandbox credentials

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 niveaux de droits pour Gonexa Doc

Gonexa Doc User: Allows you to generate a document
Gonexa Doc Admin: Allows you to generate a document + template administration

Assigning authorization sets

Click on “Manage Assignments”
Cliquez sur "Gérez les attributions" ou "Manage assignements"
Click on “Add Assignment”
Select the user and click next to finalize

Document Template object sharing setting

The sharing settings on an object make it possible to know who accesses what data.
By default, sharing the Document Template object is private.

You have 2 options:

Option #1 — Change the visibility of the object to Public Read Only (Recommended if you hesitate between the 2 options)

In the Salesforce Setup, search for “Sharing Setting”
Click on edit
Search for the “Document Template” object
Change the default internal access to “Public read-only”

‍
Option #2 — Create sharing rules according to your business rules

In the Salesforce Setup, search for “Sharing Setting”
Click New in the associated “Sharing Policy” list (further down the page)
Set the appropriate rules

Make the link between Gonexa and Salesforce

STEP #4

Access via the Gonexa Administration application

Go to the Salesforce application launcher to find “Gonexa Administration”
Click on “Authorize connection” in the “Gonexa Doc Solution Authorization” section

Create a new ID called “inherited”

The named credential makes it possible to make the link with our API

Label:

Gonexa (case sensitive)

tes Copy Text

Name:

Gonexa (case sensitive)

tes Copy Text

URL:

https://api.gonexa.fr

tes Copy URL

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.

Click on “Log in to the App”
Click on “Register” for a first connection

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.

—

Finalize by confirming your email

Connect to Salesforce from the App

To finalize the process, click “Connect to Salesforce” by entering your Salesforce login and password.

Connect your environments

Once connected, a verification of your will be done by Gonexa in order to activate your licenses.

Click on “Connect my environments”
Choose “Production” or “Sandbox” depending on the environment where you want to use Gonexa
Finalize the process by entering your Salesforce login and password

You can confirm that everything is ok by refreshing the administration page to have all the buttons green.

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]

Don't forget to drop the action into the desired presentation page