Configure Salesforce connected apps and Visualforce Pages

See how it's done on Salesforce Classic

1. Configure Showpad for Salesforce
2. Configure profile access for Visualforce pages
3. Common Showpad for Salesforce errors

1. Configure Showpad for Salesforce

1. When the installation is completed, click Setup in the top menu.
2. In the left menu select Build and click Installed Packages.
3. Find the ShowpadForSF package and click Configure.
4. Enter your organization’s Showpad subdomain. The subdomain is the Showpad organization name you use to log into Showpad. Click Save.

   Note: Do not include Showpad's domain. Enter your organization name only, all in lowercase.

5. Click Setup in the top menu.
6. In the left menu find Administer, click Manage Apps, Connected Apps.
7. In the Connected Apps list, find the Showpad App and click Edit.
8. In OAuth Policies, open the Permitted Users drop-down list and choose Admin approved users are pre-authorized. When you’re ready, select the Save button. This is the permission setting required for the integration with Showpad to work for users.
9. In the Connected Apps list click on the Showpad App.
10. Scroll down and in the Profiles section click the Manage Profiles button. Select the profiles you want to authorize to access the app. When you’re ready, click the Save button.

2. Configure profile access for Visualforce Pages

To give users access to the Showpad apps you will use, users need profile access to the Showpad App Visualforce Pages.

1. Click Setup in the top menu.
2. In the left menu find Build, click Develop, Visualforce Pages.
3. Click Security for the Showpad App page you want to configure profile access for.
4. Add profiles from the Available Profiles list to the Enabled Profiles list to grant users with these profiles access to the Showpad App Visualforce Pages.
5. Repeat these steps for any additional Showpad App pages you want to configure profile access for.

Up next: learn how to add Showpad's Insights and Recommendations app to record pages.

To fix this, the Salesforce Administrator needs to verify the following:

• In Salesforce, navigate to 'Setup', 'Build', 'Develop', 'Installed Packages'.
  
• Look for the ShowpadForSF package and then click ‘Configure’
  
• Web App URL = organization.showpad.biz
• Showpad Subdomain = organization
  Now that the organization is filled in correctly, the user should show up in the Salesforce App.

No Showpad account could be found for this Salesforce account.

When the Showpad login or email address doesn't match the email address field in Salesforce, you will receive an error message that the user could not be found.
This issue often occurs when testing in Sandboxes or when companies have multiple domains. (John.Doe@showpad.com is not the same as John.Doe@showpadinc.com)
Email aliases can cause issues as well. (John@showpad.com is not the same as John.Doe@showpad.com)
The Salesforce Administrator can update the email address field for all affected users in Salesforce. Each user can update their own email address or the email address can be updated in Showpad.

• Navigate to 'Setup', 'Administer', 'Manage Users', 'Users'.
• Find user in the list and click ‘Edit’.
• Update Email Address field to match the Showpad username.
• The user must confirm the email address change.

Individual updated email address in Salesforce:

• Select the 'username' menu.
• Select the ‘My Settings’ option.
  
• Click ‘Edit my personal information’
• Update email address field to match the Showpad username.

The OAUTH Policy's Permitted Users are incorrectly set. When this occurs, it means that the users have not been authorized to view the app.

When you receive an error that the Showpad for Salesforce App is not configured correctly, it means that the users have not been authorized to view the application.

To fix this error message, the Salesforce Administrator needs to verify this:

• In the Salesforce console, navigate to 'Setup', 'Administer', 'Manage Apps', 'Connected Apps'.
• Look for the Showpad App and click ‘Edit’.
• Find the ‘Permitted Users’ field under the ‘OAuth Policies’ section and select the option: ‘Admin approved users are pre-authorized’.
• Once this is selected and saved, the Salesforce Admin can now select user roles that will be given permission to view the App.
• Scroll to find the ‘Profiles’ section and click the ‘Manage Profiles’ button.
• Select the user profiles that should have access to the App and click ‘Save’

The users are now correctly authorized to use the App.

If a particular user profile cannot access the Showpad for Salesforce App, it's highly possible that you will see a permission error.
Once you, as a Salesforce Administrator, issue the Admin-Approved authorization, the following needs to be checked:

• Scroll down to find the ‘Profiles’ section.
• Click the 'Manage Profiles’ button.
• Select the user profiles that should have access to the Salesforce App.
• Click 'Save'.
  
  The user will now have the correct permissions and will be able to access the Salesforce App.

Server Error

The subdomain is incorrect in the configuration of the package. 

• Navigate to 'Setup', 'Installed Packages', and select Configure for the Showpad for Salesforce app. 
  
• The subdomain field should contain only the name of the organization. For example, using myorganization.showpad.biz will generate a server error. You would want to only input myorganization.
  

Learn how this feature works in the current Online Platform.