Step 1: Install the Magentrix Community Package in your Salesforce Environment
- Please contact the Magentrix support team to receive the package link and password.
- Provide the password.
- Select the "Install for All Users" option.
- Accept the conditions.
- Click the "Install" button.
Step 2: Click View in another browser or Go to Magentrix Community Settings
If you are only upgrading the package version, the following steps are optional. However, we recommend reviewing them to ensure proper configuration.
How to access the Magentrix Community Settings
- In your Salesforce instance, navigate to Setup
- Search for Visualforce Pages
- Click on the MagentrixCommunitySettings page and click Preview
If an error occurs while accessing the Magentrix Visualforce page, review the Remote Site settings as outlined in Step 3.
Step 3. Configure Connection Settings
This feature allows Salesforce contacts to be enabled as a Magentrix portal user with a given security role. Please contact your Magentrix representative to guide you through the feature requirements.
See this documentation to configure this feature.
- Provide the URL of your Magentrix instance. The URL can be found in the setup menu of your Magentrix portal > System Settings > Application Paths section.
- Select your preferred connection method: Credentials or Access Token.
- Credentials: insert the Username and Password of an Administrator of your portal.
- Access Token: Refer to the “Using Access Tokens” documentation to generate your token. After creating the token, return to the settings and check the "Use Access Token" checkbox. Then, insert the generated Access Token.
- Click the "Save Connection Settings" button.
Step 4. Configure Articles Settings
This feature allows users to search and preview Magentrix-hosted articles within your Salesforce CRM.
See this documentation to configure this feature.
Once Magentrix Article Search is configured in Salesforce, articles will need to be published. See the Article Module documentation to learn more.
- Select the Articles Types
Click "Save Articles Settings"button
Step 5. Configure Files Settings
This feature enables accessing Salesforce Lightning Files in Magentrix.
See this documentation to complete the configuration of this feature.
- Select the objects that will have their files synced with Magentrix:
- Additional Configuration:
- Sync Notes: Checking this box will sync Notes.
- Public Access Only: Checking this box will only sync Files where Public Access is enabled.
- Migration Mode: Checking this box will disable file triggers. This allows the migration of Notes and Attachments. Ensure to disable the migration mode after.
- Click “Save Files Settings” button
- After editing the Files Settings, if you want to Sync historical files to the Portal, you must click the Sync Salesforce Files button.
- This procedure will update files according to the settings.
- It will take some time depending on how many files you already have.
- When the Process is finished you will receive a confirmation email.
- Note that to perform this action you need to enable the following permission on your Profile: "Query All Files".
