Salesforce Plugin Version 2.3 - Installation Guide

Note: This setup instruction is applicable for customers upgrading from v1.23 and any other older version would require assistance from our support team.

Package Installation Steps

1. Open the link below on the browser window.
   Sandbox : Version 2.3
   Production : Version 2.3

                APP Exchange: Link

2. Enter Username and Password for the salesforce Org. On entering credentials successfully we will be redirected to below page:

3. In the above page we can select for whom we need to install the new package.i.e.

   1. For Admins only

   2. Or for All Users

   3. Or Specific Users

        4.    Select any one as per requirement and proceed(For all users in this case) by clicking on Install button and                 check the checkbox below and grant permission.

        5. "Checking the checkbox and clicking 'Continue' will initiate the installation process. 

        6. And once Successful Installation of package is done as shown above, you can cross check your installed                 package either by clicking on Done or navigate using below hierarchy under Setup > Quickfind.

        7. Package:

        Post-Deployment Steps

1. Update Package v2.3 to the Salesforce Instance

2. As per the SL License purchase you will be able to see the iframe data.

3. Navigate to Service App of salesforce and check for below points: 

            4. For Case: Select Case Page Layout. It should automatically load the iframe. If it does not load then                     apply follow steps:

a. Go to Case tab click on edit page layout.

b. Select the visual-force container and add it to the page layout.

c. Select SupportLogic_Case iframe and click on save.

            5. For Account: Select Account Page Layout. It should automatically load the iframe. If it does not load                     then apply follow steps (Same as above but for Account):

            a. Go to the Account tab click on edit page layout.
b. Select the visualforce container and add it to the page layout.
c. Select SupportLogic_Account iframe and click on save.

            6. For Agent: Select User Page Layout. It should automatically load the iframe. If it does not load then                     apply follow steps (Same as above but for User):

            a. Go to the User tab click on edit page layout.
            b. Select the visualforce container and add it to the page layout.
            c. Select SupportLogic_Agent iframe and click on save.

            7. Custom Setting: Update the below fields under Custom settings

            a. iframe URL
b. Support Logic URL
            c. instance URL

            8. Support logic tab: To add supportLogic tab follow below steps:

            a. search for app manager in quick find box
b. go to service (classic) and edit it.
            c. add support logic tab as shown below

            9. Add Permission set: Assign “SupportLogic Plug-in“ to the user who wants to access the iframe.