This document explains how to integrate MindTouch GeniusLink in your Salesforce Sales Cloud.
Prerequisites & Important Notes:
- The Salesforce Base Package must be installed.
- You have the proper permissions on your MindTouch Site.
- You have the users that will use the widget (Only seated users can access the integration).
- You have the proper permissions to make changes in your salesforce environment.
- Salesforce SalesCloud is enabled.
Set up Salesforce Sales Cloud
- Install the package: MindTouch GeniusLInk for Sales Cloud. The package setup is similar to Step 2. Select the users to grant access to and click Install to proceed.
- Follow the step Adding GeniusLink to Sales Cloud Opportunities in our Sales Cloud setup document. You have already configured the previous steps.
Upon navigating to the link you will be presented with the Package Installation Details screen.
Click on Continue to proceed.
You will be prompted with an approval screen, which displays the objects and the permissions need to use this widget. Click on Next to Proceed.
You will be prompted with an access screen, which displays which Salesforce users will have access to the widget.
For the purpose of this demo we will only make it available to Salesforce admins only. We do this by selecting "Grant access to admins only", and clicking Next.
Upon clicking next, you will be presented with a final Installation confirmation screen. Click on Install to install the package.
Upon successful installation, you will be redirected to the package details, with a message indicating successful installation.
Editing GeniusLink Settings
Once you have successfully installed your MindTouch GeniusLink widget, you will need to set up the integration settings. To do this, goto setup ( you can go to set up by clicking your name in the upper right).
Once in the setup screen, in the left side bar, Select Develop, then click on Custom Settings
Once in the custom settings list, select Manage next to MindTouch Settings.
Once in the MindTouch Settings details, click on the New button at the top, to create a new default organization level value.
In that screen, edit your MindTouch settings
|Location Case Search Field||The field to coduct the search on. Leave this at Subject|
|Site Name||The name of your MindTouch site, this will be displayed at the top of the widget.|
|MindTouch URL||The url of your MindTouch site.|
|Publish Article Path||The path in your MindTouch site where articles created using the publishing widget will post to.|
|Customer Activity ID Field||This is the API name of the custom field within a Case you have created to store the MindTouch Customer Activity ID. Example: customer_activity_id__c|
Once you have successfully saved the settings, you will be redirected to the MindTouch Settings Detail screen.
Add your site to approved Remote Sites
In order to take full advantage of the GeniusLink you will need to add your MindTouch site as an approved site in Salesforce. If you skip this step, you can still use GeniusLink Search, but you cannot relate articles to cases. In the setup screen, on the left side bar and under Administration Setup, select Security Controls, then select Remote Site Settings.
In the All Remote Sites screen click on the New Remote Site button. Then Fill up the fields with the corresponding values
|Remote Site Name||Name of your MindTouch Site (no spaces)|
|Remote Site URL||The (https) url of your MindTouch Site.|
|MindTouch URL||The (https) url of your MindTouch site.|
|Disable Protocol Security||Disable site protocol security. (This may have security implications if value is disabled). Leave Unchecked|
|Description||Description of the Remote Site (optional)|
|Active||Is the remote site connection Active|
Save your settings, and you should be able to access your GeniusLink Application with full functionalitites.
Add Related Articles List to the Case layout
Once you have successfully installed the GeniusLink widget and configured the custom MindTouch settings, you can now view the related articles object in the case, by customizing the case view and adding the Related Articles object to the view.
To do this, go to setup, and in the left side window, under App Setup, select Customize, Cases, then page layouts. Then in the Case Page layout screen Select Edit next to Case Feed Layout.
You will then be taken to the Case Layout Editor. In the Case Layout Editor tools in the upper portion of the screen, select Related Lists, Then Click on MindTouch Related Articles.
Click then Drag the MindTouch Related Articles list to any place on the case layout below, preferably under Related List. Then click on the Wrench icon to edit the properties.
When the Related List Properties of the MindTouch Related Articles list shows up, select the fields you want to display in the Related Articles list. Once you are satisfied with the fields, click on OK.
Click on Save in the Case Layout Editor tools, then head to the Cases in your sales cloud console and verify the MindTouch Related Articles list.
Adding GeniusLink To SalesCloud Opportunities
Once you have successfully installed the GeniusLink widget, and you have configured the custom MindTouch Settings, you can now add the GeniusLink widget to your sales cloud screen.
To add the Widget in the right side bar, go to setup, in the left side window, under App Setup, select Customize, Opportunities then page layouts.
Then in the Opportunity Page layout screen select Edit next to Opportunity Layout under Opportunity Page Layouts.
You will then be redirected to the Opportunity layout view, where you can modify the layout of a case. Under the fields section, select then drag the section area an area within the opportunity details.
Once you have dropped it into the details area, a properties menu will appear, enter the following details.
|Display Header On||Detail Page, Edit Page|
|Tab Key Order||Left-Right|
Then click on ok to save the new section. To confirm you have successfully added the section, look for it under the Opportunities details.
After you have successfully added a new Section, we can add the search component. To do this, select Visualforce pages in the components section, then drag and drop the mindtouch_for_opportunities to the new MindTouch section we created in the previous step.
Then click on the wrench icon to configure the visual force page. In visualforce properties popup, enter the following values
|Height||400 (400 pixels in the minimum recommended height)|
|Show scrollbars||leave unchecked|
|show label||leave unchecked|
Once you have successfully add and configured the MindTouch Opportunitiy visual force page in your MindTouch Section, Click on save to save your changes and view the newly installed integration.