Create a Salesforce Account
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Login to Salesforce and copy-paste the installation link given for the package. Select the “Install for all users” option from the installation wizard, it will start installing the package and notify you when it’s done.
Note: If you have previously installed package delete that first and then install new package to avoid any inconvenience. In order to uninstall the package, go to installed packages from Quick Find and click uninstall for relevant package. In the next page select "" and click the checkbox "Yes, I want to uninstall this package and permanently delete all associated components" and press uninstall.
- Installation Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5g000000DkuH&isdtp=p1
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- /apex/loginUI
- /apex/namespace__loginUI (when using a managed package. In order to find namespace from quick find enter installed packages then see namespace prefix from the Expertflow package)
- HTTPS://<myDomain>.my.salesforce.com/apex/loginUI (when using My Domain)
- HTTPS://<namespace-dev-ed>.my.salesforce.com/apex/namespace_loginUI (when using a managed package and My Domain)
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First of all, we would enter your finesse server url for establishing a connection. From Setup, in the quick find box, search “Custom settings”. Open custom settings and click “Manage” from “Configuration Url” “Configuration Url” setting. At the top of “Default Organization Level Value,” you will find “new”, click it and on the next page enter your finesse url in “connectionurl” “connectionurl” field with port 7443 and protocol http-bind like this “https://uccx116p.ef.com:7443/http-bind/”. In the domain field enter your domain for finesse as “uccx116p.ef.com” and in salesforce_domain field provide your salesforce domain for example "expertflow4-dev-ed.lightning.force.com".
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Now we would manage our priority for searching records when a call is initiated. Move back to the custom setting page and this time select “Manage” from the “Search records” setting. Click “new” and then in the priority field enter the priority for searching Contacts, Accounts, and Leads in your application. So if you enter “Contacts, Accounts, Leads” in your field then contacts will be searched first then accounts and lead at the end. If you don’t want to search for any specific object among these, then don’t include it. For example, you want to search records on a call from contacts and leads only then you should enter “Contacts, Leads”. Click Save.
After that move back to the custom setting page and this time select “Manage” from the “admin” setting. Click “new” and then in the username field provide value "administrator" and in password in password field provide value "Expertflow464" and then save. Once done, again move back to the custom setting page and this time select “Manage” from the “License” “License” setting. Click “new” and then in the key field provide value "Expertflow App" and save.
For callStates use, these values provided in SS ( these are for UCCE 12.0).
For finesseDeploymentMode provide either "UCCE" or "UCCX" in finesseFlavor field.Due to two packages there will be some redundant configurations, provide same values for configuration settings if configs are same (they have same name)
For DefaultReasonCode provide one Not Ready reason code in notReadyCode for example "26", you can get reason codes as:
Get Not ready reason codes from API. It can be accessed via https://fdqn:8445/finesse/api/ReasonCodes?category=NOT_READY. Provide credentials for admin to access Reason codes.
From the list of reason codes choose a reason code from uri tag, for example <uri>/finesse/api/ReasonCode/19</uri> then in this case code will be 19.
Once you have the reason code, place it in config.js property notReadyReasonCode. So if your reason code is 19 then in config.js you will provide this as notReadyReasonCode : "19".
Documentation Reference: https://help.salesforce.com/articleView?id=cs_add_data.htm&type=5
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