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Installing Gonexa
This first step will guide you through the steps of installing our generation solution.
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 generation button available to users
Prerequisites
✓ Have permission to install packages on the target environment
✓ Have an AppExchange account
Install the package via 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.
- Install the solution on your chosen environment by clicking "Get It Now" or "Try It"
Click "Get It Now" for a Production installation.
Click "Try It" for a Sandbox installation to enjoy a 30-day free trial.
- Choose Salesforce and then enter your credentials
- Select the “Install for Admins Only” option (rights will later be assigned via permission sets)Les droits seront attribués ensuite via les Ensembles d'autorisations)
- Click on “Install”
- Accept the terms and click on “Confirm and Install”
- Log in to your Salesforce by clicking "Log In"
- Click on “Finish to continue.”
Installation may take a few minutes. You will be notified by email once it is successful.
In the Salesforce application launcher, type “Gonexa Doc” to access the global setupVous pouvez vérifier que le Package est bien installé depuis la Configuration, en allant dans l'onglet "Packages installés".
Give access to users and to yourself
Gonexa provides two levels of permissions
The Gonexa Doc User Permission Set, which allows the user to generate documents.
The Gonexa Doc Admin Permission Set, which allows the user to generate documents and access document template administration.
- Click on “Manage Assignments”
- From the "Assign users" row, click "Administrator" or "User" to assign the appropriate access levels to each person.
- Then, click "Manage assignments"
- Click on “Add Assignment”
- Select the user and click next to finalize
Remember to assign the Administrator Permission to yourself and any users who will be configuring document templates.
Sharing settings on an object determine who can access which data. By default, the sharing setting for the Document Template object is set to private, which means some of your users may not be able to access it or generate documents.
Change the object visibility to Public Read-Only [Recommended]
- 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”
Create sharing rules based on your business requirements.
- In the Salesforce Setup, search for “Sharing Setting”
- Click New in the associated “Sharing Policy” list (further down the page)
- Set the appropriate rules
Create an App account
This step is essential for generating your documents and unlocking various features. Please refer to the dedicated article.
- Click on “Log in to the App”
- Click on “Register” for a first connection
Important
1 App Account = 1 Salesforce Production Org
If you are a consultant with access to multiple production environments, please create separate accounts for each of your clients.
If you are a client, a single App account is sufficient to manage your production environment and all your Sandboxes.
- Finalize by confirming your email
To finalize the process, click “Connect to Salesforce” by entering your Salesforce login and password.
- Click on “Connect my environments”
- Choose “Production” or “Sandbox” depending on the environment where you want to use Gonexa
Make sure to connect your Production environment before connecting any Sandboxes.
- 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.
Positioning the Generation button
You can trigger generation in several different ways, either by clicking or automatically. Use the native Gonexa Lightning component to generate, or add a Quick Action button to your page, depending on your preferred user experience.
Drop the action onto the page of the object for which you want to generate documents, such as a quote, opportunity, account, or any standard or custom object where the button should appear
- Go to the context where you want the component to be displayed (opportunity, quote, etc.)
- Edit the Lightning page layout by clicking "Edit Page" by clicking on gd
- Search for the "Gonexa - Generate Document" component
- Drop the component onto your page
- Save & activate the page for the desired profiles or applications.
- Go to the object manager where you want the generation button to appear
- Click on the "Buttons, Links, and Actions" section
- Click on "New Action" and fill in the following information:
For example
You can choose "Generate Quote" as the label name so it is clear for your user. Choose the name you prefer here. - Then, drop the action onto the desired page layout
Note
The component will not be visible on your page until a document template has been created.
Continue the training and create a document template based on the object from which you positioned the button.
