Salesforce Analyze: Upgrading the Package

Overview

This page outlines the release details of the Analyze Salesforce integration, including new features and their associated processes. 

What’s New 

LinkSquares Analyze for Salesforce version 1.4

• Automatically Link Analyze Agreements to Salesforce Accounts and Opportunities or other custom objects.
• Fixes an issue with “Renewal Price Increase” field not syncing to Salesforce if the text value was greater than 80 characters. Please contact LinkSquares Support for more information.
• This upgraded version simplifies the integration by allowing you to use out-of-the-box Salesforce Custom Metadata Types instead of requiring a Salesforce Flow to relate Analyze agreements to your records. 
  This is the recommended option. 

LinkSquares Analyze for Salesforce version: 1.5

• Issue resolved: preventing the upload of PDF and DOCX files with agreement names containing characters in Chinese (Simplified & Traditional), Japanese, Korean, Arabic, or Hebrew using DropZone. (The LinkSquares Analyze uploader) 

   

Salesforce version 1.4 details

Automatically Link Analyze Agreements to Salesforce Accounts and Opportunities

1. This new version uses new custom Lookup fields on the LinkSquares Agreement Object to automatically link agreements to Salesforce Accounts or Opportunities.
   
   New field API names: LinkSquares__Account__c and LinkSquares__Opportunity__c
    
2. This new feature modifies the Account and Opportunity Lightning record page and adds a Single Related List for the LinkSquares Agreement.
   
   NOTE: Other objects can be configured to use the Apex trigger (see below).
    
3. Includes an Apex trigger to mimic flow trigger logic.
   - This out-of-the-box implementation can be configured with minimal setup required.
   - It is recommended that existing flow triggers and related setups be deactivated or removed.

Note: You may have to edit each Salesforce object where the Related List is installed and remove it manually.

Important Considerations:

• Removing a Related List from the page layout does not delete any records or data associated with that related list; it simply removes it from the layout so it’s no longer visible to users.
• Ensure that the users who need access to that related list still have the necessary permissions

Activating Custom Metadata Types

1. Log into Salesforce and open the Setup Menu, choose Setup

2. In the Setup Side Menu, navigate to Custom Code > Custom Metadata Types

3. Locate the Custom Metadata Type labeled Parent Lookup Mapping and click on Manage Record

 

4. Edit next to the mapping labeled Agreement to Account

 

5. Check the box beside Active, then click Save

 

6. Repeat steps 4 and 5 for mapping labeled Agreement to Opportunity and Account

 

Add the LinkSquares Related List to your Salesforce Object
 

Once the Custom Metadata Types are set up- Next: Add the LinkSquares Agreement related list to the respective object’s page.
Remember to add it to each object’s page view that you activated a metadata relation type for (Account, Opportunity, Contract, etc.)
1. From a record in the object’s (Opportunity, Account, etc) page, choose:  to open the Setup Menu, then Edit Page

 

2. In the Components side menu, find Dynamic Related List - Single or Related List - Single.
Drag this component anywhere onto the page where you want users to view it.

3. Find the related list for LinkSquares Analyze labeled LinkSquares Agreements.
Note: The API name for this list can be LinkSquares_Agreements__r or LinkSquares__LinkSquares_Agreements__r. If you have created a LinkSquares Analyze flow in the past, use LinkSquares__LinkSquares_Agreements__r.

4. Once the related list component is placed, click Save and activate the page if the intent is to be visible for users

5. Exit the lightning builder to return to the object record page.
6. The related list should now display all LinkSquares Analyze agreements in Salesforce that relate to the current object record.
Note: Related agreements will only display on the object marked as the Parent ID within the LinkSquares Analyze Agreement record.

Optional: How to Add a Custom Object to the Custom Metadata Type

The built-in LinkSquares Parent Lookup Mapping allows you to relate custom objects to your Analyze agreements. 
The steps below demonstrate how to create an optional Custom Metadata Type for the Contract object

Note: Metadata types for the Account and Opportunity objects are created by default when you install the LinkSquare Analyze package v1.4 or later.

1. Click on the to open the Setup Menu then click Setup

2. In the Setup Menu, navigate to Custom Code > Custom Metadata Types

3. Locate the Custom Metadata Type labeled Parent Lookup Mapping and choose Manage Record

4. Click the New button to create a new parent lookup mapping.

5. Fill in the following fields to setup a lookup mapping for the Contract object:
Label: Agreement to Contract
Parent Lookup Mapping Name: Agreement_to_Contract
Child Object: LinkSquares__Agreement__c
Primary Parent Object: Contract
Primary Parent Lookup Field: LinkSquares_Contract__c (Note: this is a lookup field that will be created within the LinkSquares__Agreement__c object)

Ensure that the Active check box is checked to activate the mapping.

6. Click Save to save the new parent lookup mapping

Create a lookup field within the LinkSquares Agreement object that corresponds to the parent lookup mapping just created.
7. In the Setup Menu, navigate to Objects and Fields > Object Manager

8. Locate the LinkSquares Agreement object and click into it.

9. Within the Object Manager menu, click on Fields & Relationships. Then, click New to create a new custom field.

10. Select Lookup Relationship to create a lookup field. Click Next
11. Select Contract in the dropdown menu for the Related to field. Click Next

12. Set the Field Label and Field Name to Contract. Click Next
13. Set the appropriate field-level security for your organization. Click Next
14. Ensure Agreement Layout is checked as a page layout. Click Next
15. Click Save on the last page (Step 6)
16. Follow the steps under Add the LinkSquares Related List to your Salesforce Object to add the LinkSquares Related List to the Contract object.