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Installing d.velop documents for Salesforce CRM

Several steps are required for the installation. You can find the individual steps here:

Enabling “Email-to-Case” in Salesforce

To use d.velop connect for Salesforce CRM, you require the Email-to-Case function (entering customer cases via e-mail). Enable the Email-to-Case function in the settings in Setup under Feature Settings > Service > Email-to-Case.

Installing the package for d.velop documents

You can install the d.velop documents package through a quick link or in Salesforce AppExchange. You receive the quick link from d.velop.

During the installation, you choose whether to install the package only for administrators, for specific profiles or for every user.

The installation may take several minutes.

Assigning licenses

You want to assign the licenses for d.velop connect for Salesforce CRM in Salesforce. You do not need to assign any licenses for installation in the sandbox.

This is how it works

  1. Ensure that a sufficient number of licenses are available for your Salesforce users.

  2. Navigate to Setup > Apps > Packaging > Installed Packages and assign the available licenses to the users.

Setting up remote sites

Salesforce prevents communication with third-party systems by default. You therefore have to create a remote site in order to connect Salesforce and d.velop documents.

You need to create one additional remote site each for the d.velop configuration object and for the associated web service.

This is how it works 

  1. Open Setup > Security > Remote Site Settings.

  2. Click New Remote Site.

  3. Create a new remote site with the public base URL of your d.velop documents instance.

  4. Save your changes.

Assigning permission sets

Three tabs for Salesforce are provided with d.velop connect for Salesforce CRM. The tabs are the d.3one web application, the user settings and the configuration area. You assign the rights for these tabs using predefined permission sets.

The d.velop documents standard user permission set includes the right to access the d.velop documents system and the user settings. The d.velop documents administration permission set also includes the right to access the configuration area. Assign this permission set only to administrative users.

You assign the permission sets under Setup > Users > Permission Sets.Alternatively, you can also distribute the permission sets via the user profiles in the Profiles menu item.

Entering d.velop documents user data

You enter the user data in the d.velop documents configuration object. We recommend using a service user.

This is how it works

  1. Open the system configuration.

  2. Open the Technical Information menu item.

  3. Enter the user data.

Setting up DMS mapping

If values are entered in the Salesforce fields, the DMS mapping automatically transfers the values to the attribute fields of the document types in d.3ecm. They are transferred when the documents are uploaded to Salesforce. You have to carry out DMS mapping for each Salesforce object that you use.

First, carry out the mapping in d.3ecm. Then map the document types in Salesforce and carry out the object mapping.

This is how it works

  1. To perform mapping in d.3ecm, open the d.3ecm system or the d.velop cloud instance as an administrator.

  2. Click Mappings.

  3. Define a new mapping for the source Salesforce for the repository or open an existing mapping with the name Salesforce.

  4. Map the transfer categories to the appropriate DMS categories.

  5. Open Salesforce.

  6. Map the document types in Salesforce.

  7. Carry out the object mapping.

See also:

Assigning document types

Defining the object mapping

Placing the Lightning component

You want the documents in d.velop documents to be displayed in the Salesforce data records. Place the D3Xocor Lightning component on the Lightning pages for the object accounts and opportunities. You can obtain the component from d.velop.

This is how it works

  1. Select the relevant Salesforce object.

  2. Select the data record of the object.

  3. Open Setup > Edit Page.

  4. Select the d.velop archive component.

  5. Place the component on the page.

  6. Save your changes.