Overview
To set up the LinkSquares Analyze integration in Salesforce, users must first install the integration package and then connect their Salesforce and LinkSquares instances.
If you'd like a video walkthrough, take a look at our academy content here.
Process
Install
LinkSquares will send a link to install the package. You will not be able to install the package without this link.
To install the package:
- You must be a Salesforce Administrator
- Your Salesforce instance must be at an enterprise level or above
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LinkSquares recommends that your Salesforce instance is in Salesforce Lightning
Note: The Salesforce Analyze integration can be installed in either a sandbox or a production Salesforce instance. The integration cannot be installed simultaneously in a sandbox and a production instance.
1. Click on the install link provided by LinkSquares.
2. Select who should have access to the package. LinkSquares recommends the Install for Admins Only option.
Note: If the Install for Admins Only option is selected, all non-admin Salesforce users will not be able to see Analyze agreement metadata within Salesforce. To grant non-admin users access to Analyze agreement metadata, reference the Updating User Profile Access section of this article.
3. Mark the Yes, grant access to these third-party web sites checkbox to grant LinkSquares access to Salesforce.
4. Click Continue.
The package will be installed. When complete, a success message will appear.
Connect
After the package has been successfully installed, users must connect the Salesforce integration to their LinkSquares account.
1. Enter "LinkSquares Analyze" in the Salesforce app launcher and click on the app.
2. Go to the Settings tab.
3. Enter the email of the user installing the integration into the API Email field.
4. Enter the API key provided to you by LinkSquares into the API Key field.
5. Enter the API endpoint URL (i.e., https://app.linksquares.com) into the API Endpoint URL field.
6. Click Save once complete.
7. An email with the subject line, “[LinkSquares] Connect your Salesforce" will be sent to the email address that was entered in step three. Open the email and select CLICK TO CONNECT SALESFORCE.
8. Click LOGIN TO SALESFORCE.
9. Click Allow.
You have successfully connected your Salesforce instance with LinkSquares.
The next step is to select which Salesforce Analyze features to enable. To learn more about the features of Salesforce Analyze and how to configure them, reference our article on Salesforce Analyze: Feature Overview and Configuration.
Updating User Profile Access
To grant non-admin users access to Analyze agreement metadata (e.g., Smart Values) within Salesforce, their user profile must be updated.
Note: This article will update the Standard User Salesforce user profile as an example.
1. Click the Salesforce Setup cog icon in the upper right-hand corner and select Setup.
2. Navigate to Users > Profiles using the left-hand sidebar.
3. Select the user profile that must be updated.
4. Click Edit.
5. Mark the Visible checkbox for the LinkSquares Analyze field under the Custom App Settings section.
6. Select Default On from the LinkSquares Agreements drop-down under the Custom Tab Settings section.
7. Click Save at the top of the user profile.
8. On the main page for the user profile, click View next to the LinkSquares Agreement field within the Custom Field-Level Security section.
9. Click Edit.
10. Mark the Read Access checkbox for every field you would like to be viewable to the selected user profile within Salesforce Analyze.
Note: The Edit Access checkbox can also be marked to provision editing access of the given fields to the user profile. Any edits made to fields within Salesforce Analyze will not be reflected within the Analyze web app.
11. Click Save.
Non-admin users should log out of Salesforce. When they log back in, the fields that were selected in step ten will be viewable within Salesforce Analyze.