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

Cette première étape vous guidera dans les étapes d'installation de notre solution de génération

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

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
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

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

Authorization set

Search for “Authorization Set” or “Permission Sets”
Cliquez sur "Utilisateur" pour les droits d'utilisation

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

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.

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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.

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]

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