LiquidPlanner’s App for Salesforce allows you to create a LiquidPlanner project from the Opportunity record in Salesforce.
To complete this one-time installation, and configure the LiquidPlanner App for Salesforce, you must have Admin or Developer rights in Salesforce.
Note that your screens might not match exactly what you see below, depending on your Salesforce access level and your organization’s Salesforce configuration.
Step 1: Installing LiquidPlanner’s App for Salesforce
Click HERE to go to LiquidPlanner’s listing on Salesforce.com’s appexchange. Click Get It Now to begin the installation.
Log in to the AppExchange. You must use your Salesforce administrator account credentials to log in to the AppExchange.
On the next screen, you will decide whether to install in your production or sandbox environment.
Review the information shown, agree to terms and conditions and click Confirm and Install.
Choose who to install for and click Install.
It should take a minute or so…
And then your screen will refresh and let you know that the install is complete.
An email will also be sent to confirm the process is complete.
You will also see that the Package was installed successfully by looking at your list of Installed Packages:
Step 2: Configure LiquidPlanner as a remote site
LiquidPlanner must be configured as a remote site to allow call-outs from Salesforce. This is what allows information to be pulled from LiquidPlanner.
Go to Administration Setup > Security Controls > Remote Site Settings.
Click New Remote Site button, then fill in:
- Remote Site Name (LiquidPlanner)
- Remote Site URL (https://app.liquidplanner.com)
- Description (your choice)
- Check the Active box and click Save
Step 3: Update your Opportunity Page Layout
Go to App Setup > Customize > Opportunities > Page Layouts.
This takes you to the list of your Opportunity page layouts. The installation package includes a new page layout called LiquidPlanner Opportunity Layout:
You are not going change to use this layout. This new LiquidPlanner Opportunity Layout consists of the generic Salesforce Opportunity page layout with the addition of one new Visualforce page called Opportunity Project.
The next step is to add a new Opportunity Project Visualforce page into your production Opportunity page layout(s).
These instructions apply to Salesforce’s Enterprise edition only. If you have other versions (E.g. Group Edition or Non-profit), you will simply be editing your existing layout. Skip the next two screens and then continue on.
To do this, click New.
Create a New Page Layout and click Save:
To add the Opportunity Project Visualforce page into your new page layout, click Edit > Visualforce Pages.
Add a new Section in the desired spot in your layout.
Then, click on LiquidPlanner Opp… and drag it down into the new section. In the example below, we’ve called the section “LiquidPlanner Project”:
Before you leave this page, hover over the Visualforce section and you’ll see a wrench icon appear in the upper right.
Click the wrench and select the “Show scroll bars” checkbox. Click OK.
Then save your layout.
Step 4: Assign the new page layout to the appropriate profiles
If you created a new layout, in order for Salesforce users to see this, you’ll need to give them permission .
Click the Page Layout Assignment button:
Now you see your user profiles on the left and their currently assigned page layouts on the right. Click the Edit Assignment button:
On the next page, select ALL user profiles that should use your new LP Opportunity page layout.
Drop open the “Page Layout to Use” box and select the new layout you created, or the one you edited to include the LP Project section. Then click Save:
Step 5: Update your Account Page Layout
Repeat Steps 3 and 4 (above) if you wish to be able to add LiquidPlanner projects from the Account as well as the Opportunity.
Step 6: Assign the LP permission set to non-admin users
Go to Setup > Administration Setup > Mange Users > Users:
Be sure you are viewing All Users. Then click on a user’s Full Name to drop into that user’s detail page and click on Permission Set Assignments:
Then click Edit Assignments:
Add the LiquidPlanner Client permission set to the list of Enabled Permission Sets for this person and click Save:
Repeat this step for each user who should have access to the LiquidPlanner Client permission set.
Step 7: Configure your LiquidPlanner Credentials
On the tab bar, click the plus sign (+) to drop into the All Tabs page. Then click LiquidPlanner Configuration:
On the next page:
- Type in your LiquidPlanner email and password.
- Click the green ball in order to populate the workspace field (you may have more than one).
- Select your Workspace. Note: This will be the default workspace where an LP project gets created.
- Check the boxes for any of the optional fields that you’d like to include in the integration.
- Click Save.
Congratulations! You are now ready to start creating LiquidPlanner projects from Salesforce.