Salesforce

CV-Transformer can be installed in any Salesforce environment in a couple of steps.

  1. Installing the package

  2. Embed CV-Transformer into your Contact record page

  3. Add CV-Transformer to your Utility Bar

  4. Configuring permissions

1. Installing the package

  1. Go to https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgK000000E03NQAS

  2. Log in with your Salesforce username / password Note: If this doesn't work, you might need to click "Use custom domain" first

  3. Now, on the next page: Select "Install for all users" Check "I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program."

2. Contact page setup

  1. Navigate to a contact record page

  2. Click on the settings icon and then on "Edit page"

  3. In the component list on the left, scroll down to "Custom - Managed". From there, select CV-Transformer and drag it into the page in your desired position.

  4. Press "Save"

3. Utility bar setup

  1. Note the currently launched Salesforce app in the top-left corner.

  2. Go to Setup > Apps > App Manager.

  3. Select the app you just noted down and "edit"

  4. Go to "Utility Items (Desktop Only)"

  5. Click "Add Utility Item", under "Custom - Managed" select "CV-Transformer Util".

  6. You can adjust the settings there if you like, but the defaults should work just fine.

  7. Press "Save".

4. Configuring permissions

4.1 Sharing Rules

CV-Transformer creates a new object called CVTransformerAccess. This object has "Default Internal Access" set to "private" by default. This needs to be set to "Public read/write":

  1. Go to Setup > Security > Sharing Settings

  2. Under "Default Sharing Settings", click "Edit"

  3. Search for "CVTransformerAccess" and set "Default Internal Access" (leftmost select box) to Public read/write.

  4. Scroll back up and click "Save"

4.2 Object Permissions

Next we want all relevant profiles to have at least read access to the CVTransformerAccess object. To do so:

  1. Go to Setup > Users > Profiles

  2. Select the profile you wish to give access

  3. Go to "Object Settings" > CVTransformerAccess

  4. Click "edit" and enable the following permissions:

Object permissions: Read Field permissions: Read access wherever possible.

4.3 Enabling profile access

Usually, this step can be skipped.

In certain cases, CV-Transformer may be visible to some profiles and invisible to others. In these cases, another setting needs to be adjusted:

  1. Go to Setup > Apps > Packaging > Installed Packages

  2. From the list of installed packages, select "CV-Transformer"

  3. Click "View components"

  4. From the list of metadata components included in package, select "CVTransformerApi"

  5. Click "Security"

  6. Under "Available Profiles", select all the profiles you wish to enable CV-Transformer for, click the button under "Add" and then "Save"

CV-Transformer embedded in Salesforce