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Salesforce Views Server - User Guide

Salesforce Views Server - User Guide

 

 

Current Version

Features

  • Detailed Views for common objects

  • Relationship views for pairs of objects (currently only supporting Accounts' Contacts)

  • Macro configuration for page editors is available from the page view

  • Multiple instances of the macro can be included in a single page

  • Page editors can limit results with query filter, affecting all usages of the macro

  • Page viewers can filter results further, affecting only themselves

  • Sort results in ascending and descending order

  • Page editors can choose the number of results to return when configuring the macro

  • Some features supporting keyboard commands

User Guide

Administrative requirements

Top level requirements for connecting Confluence to Salesforce:

  1. An HTTPS secured Confluence - Salesforce won’t allow connections from the HTTP prototcol

  2. A Salesforce connected app - where you register that your Confluence is allowed to make requests

  3. A Salesforce user - to authenticate with

  4. An OAuth dance - triggered once from the Confluence side in the Salesforce Configuration section of the admin console.

Read more for details on each of these requirements

HTTPS Secured Confluence

Requires HTTPS

Salesforce will not allow a connection to a Confluence that is not being served with the https protocol. If your Confluence is only available with the http protocol you will not be able to configure this plugin.

Salesforce Connected App

For step by step written instructions on how to setup a Connected app, scroll down a bit further. For screenshares on this topic:

 

 

Screenshare

Notes

Screenshare

Notes

How to make a connected app

Setting up a Connected App (step by step):

Screenshot

Steps

Screenshot

Steps

Navigate to the App Manager:

  • Login to Salesforce using an account with administrative privileges.

  • Go to Setup. (Click the gear at the top, click Setup.)

  • Using the Quick Find search, type in App Manager, and click App Manager.

 

Make a new Connected App

  • Click New Connected App

  • Input the following info into the fields:

    • Connected App Name: Artemis Confluence Connector

    • API Name: Artemis_Confluence_Connector
      Note: Clicking tab from previous field will automatically fill this field

    • Contact Email: your email

    • Contact Phone: your mobile

    • Logo Image URL: https://login.salesforce.com/logos/Custom/Gear_Purple/logo.png
      You can click the links below this field to either upload your own image or launch a popup with a massive set of pre-loaded options. This doesn’t make a big difference in terms of what you or users will interact with, so feel free to just pop that Purple logo described above in and forget about it.

    • Icon URL: https://login.salesforce.com/logos/Custom/Gear_Purple/icon.svg
      As with Logo Image URL you can click the link below this field for pre-loaded options, or just use the one suggested above.

    • Enable OAuth Settings: check

    • Callback URL: https://YOURCONFLUENCEURL/rest/artemis/salesforce/1.0/oauth/callback
      Your callback URL will be your confluence's baseurl + /rest/artemis/salesforce/1.0/oauth/callback.
      You can have multiple callback urls configured (useful if you have separate test and production Confluence servers). Separate each url with newlines.
      To identify your Confluence baseurl, login to Confluence, click the admin gear, click General Configuration. Your Confluence baseurl will be listed next to Server Base URL.
      Example:
      My callback url will be: https://esme.local:8443/confluence/rest/artemis/salesforce/1.0/oauth/callback
      if my confluence base url is:

    • Selected Oauth Scopes: Add the following two scopes:

      • Access and manage your data (api)

      • Perform requests on your behalf at any time (refresh_token, offline_access)

    • Click Save, then on the next screen Click Continue.

 

Identify the Consumer Key and Secret you will need for the Oauth Dance

After you’ve created your connected app, the View screen for the app will display.

You can get the consumer key and secret you will need from this screen.

You can also get there by navigating to the App Manager → Clicking the down arrow next to your connected app → Clicking View

Salesforce Authenticating User

Screenshot

Requirement

Screenshot

Requirement

 

API Enabled

The Salesforce user must be a member of a profile with the 'API Enabled' permission turned on. (Setup -> Quick Find: Profiles, find the profile of the user you are interested in, Edit that profile, look for 'Api Enabled' and make certain it's checked.)

 

Review user license and object visibility

The Salesforce user must have view permissions for any data you wish to display with this Confluence plugin. If the authenticated user can't see it, then the plugin won't be able to see it either. Tips:

  • Make certain the user’s license supports access to the objects you want to display. For example, the Salesforce user license supports access to Case objects, but the Salesforce Platform user license does not. To change a user’s license, edit that user. Available licenses will be listed in a dropdown. You can see a listing of how many licenses you have remaining of which type through the System Overview. (Setup -> System Overview -> Most Used Licenses -> Show All -> User Licenses)

  • Configure the user's profile to control visibility of your Salesforce objects. (Setup -> Quick Find: Profiles, find the profile of the user you are interested in, Edit that profile, look for ‘Standard Object Permissions' and make certain the objects you want to make available have the Read permission checked.) If you only wish to change this particular user’s permissions (as opposed to everyone currently using that profile), you can clone the profile and edit that user to assign the new profile.

Optional: Pre-approve the app in the profile

You can optionally pre-approve this app for users in that profile. This speeds the oauth dance up by not requiring an explicit permission approval. Since the admin setting up the connected app is probably also the admin doing the one-time oauth dance, its not particularly critical. (Useful for dev ops loop, though.) To do this:

  • Setup -> Quick Find: App Manager -> Artemis Confluence Connector -> Manage -> Edit Policies -> Permitted Users: Admin approved users are pre-authorized.

  • Then, explicitly allow access to the app for users in the relevant profile. Setup -> Quick Find: Profiles, find the profile you are interested in, Edit that profile, look for 'Connected App Access' and make certain the Artemis Confluence Connector is checked.


The OAuth Dance - Connecting Confluence to Salesforce

Screenshots

Dance Steps

Screenshots