Salesforce
CV-Transformer can be installed in any Salesforce environment in a couple of steps.
Installing the package
Embed CV-Transformer into your Contact record page
Add CV-Transformer to your Utility Bar
Configuring permissions
Connecting to your CV-Transformer organization
1. Installing the package
Go to https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgK000000E03NQAS
Log in with your Salesforce username / password Note: If this doesn't work, you might need to click "Use custom domain" first
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
Navigate to a contact record page
Click on the settings icon and then on "Edit page"
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.
Press "Save"
3. Utility bar setup
Note the currently launched Salesforce app in the top-left corner.
Go to Setup > Apps > App Manager.
Select the app you just noted down and "edit"
Go to "Utility Items (Desktop Only)"
Click "Add Utility Item", under "Custom - Managed" select "CV-Transformer Util".
You can adjust the settings there if you like, but the defaults should work just fine.
Press "Save".
4. 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:
Go to Setup > Apps > Packaging > Installed Packages
From the list of installed packages, select "CV-Transformer"
Click "View components"
From the list of metadata components included in package, select "CVTransformerApi"
Click "Security"
Under "Available Profiles", select all the profiles you wish to enable CV-Transformer for, click the button under "Add" and then "Save"
