Salesforce Lightning App UI Installation – In Mind Cloud

The Quote object from Digital Sales Platform (DSP) is offered as Custom Lightning Page Template Components and installed as a Managed Package in Salesforce (SFDC) Lightning App UI.

(Salesforce also has documentation which we have captured in 'External reference links at the bottom of this article in case you need more details).

Installation of Lightning UI Managed Package

To install the package in your Salesforce environment, enter the Installation URL, in a new browser tab or window.

For installing Managed Package:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8a000000u9E0

For installing Unmanaged Package in Production Salesforce environment use:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5g000000h335

For installing Unmanaged Package in Sandbox Salesforce environment use:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5g000000h335

Step 1: Enter the Username and Password for the org in which you want to install the package.

Step 2: Enter the password you received from your Customer Sucess Manager to install the package.

Step 2A: Choose one of the options in cases where existing component names conflict with ones in the new package:
i) Do not install: If the package contains any component sharing the same name as another already present in the organization, it will show an error and not install the package.
ii) Rename conflicting components in the package: If the package contains any component sharing the same name as another already present in the organization, it will ask for the conflicting component to be renamed before completing the package installation.

Step 2B: Choose which profile the package should be installed for Admins only, All users, or A specific profile.

Step 2C: Click "Install".

First, it is recommended to select for all users and later restrict by profile as appropriate.

Step 3: Click Done to view the Package.

An email with details of the successful installation will be triggered by salesforce.com when installation is completed. In the case of any errors, an email with details will be triggered as well.

Post-Installation Step (Managed Package)

As a post-installation step, the 2 Custom Labels installed with the package needs to be customised.

This is done using the Local translation override approach.

1) Enable Translation Language Settings

Select the 'Home' tab > key in 'language' > select 'Language Settings' < select 'Enable'

2) Edit the Custom Labels

These Custom labels can be found under Setup.

Select the 'Home' tab > key in 'Custom Labels' > select either 'IMC_DSP_BaseURL / IMC_DSP_MetadataPopUp'

IMC_DSP_BaseURL

Step 1: Click on the button 'New Local Translations / Overrides'

Step 2: Select the language 'English' in the dropdown menu. Then, key in the InMindCloud System Tenant URL in the Translation Text box and click 'Save'.

IMC_DSP_MetadataPopUp

Step 1: Click on the button 'New Local Translations / Overrides'

Step 2: Select the language 'English' in the dropdown menu. Then, key in 'True' in the Translation Text box and click 'Save'.

Post-Installation Step (Unmanaged Package)

As a post-installation step, you need to create 2 Custom Labels

1. IMC_DSP_BaseURL: this is to store the URL of the connected In Mind Cloud tenant

2. IMC_DSP_MetadataPopUp the value should be False for an ideal user experience

Step 1: In SFDC, click on the gear icon present at the top right corner, and select "Setup".

Step 2: Search for "Custom Labels"

Step 3: Create a New Custom Label.

The Name has to be IMC_DSP_BaseURL

Step 4: Get your URL of In Mind Cloud tenant,

Step 5: "Value", enter the URL of the In Mind Cexperienceloud tenant.

Step 6: Click "Save". The managed package in the Sales App now carries information from the custom label!

Step 7: Create another Custom Label with Name as IMC_DSP_MetadataPopUp and value as False

Customizing and Activating the Managed Package

After the package has been installed in the client's organization, the following steps are required to activate the DSP Quote tab in Accounts and/or Opportunities within SFDC.

Repeat Steps 1-6 for both Accounts and Opportunities detail view.
Screenshots for the steps below are according to steps taken for Opportunities.

Step 1: Open the Opportunities detail view in the Sales App and click on the gear icon present at the top right corner. Click "Edit Page".

Step 2: Select the appropriate managed package from the dropdown of pages.

Step 3: Edit the tab labels and order on the right-sidebar. When ready, click "Save" and select the appropriate managed package from the dropdown of pages