Steps Before installation
- It's recommended that the Salesforce Admin has an UpMail account for testing purposes (although not required). An UpMail account can be requested through your UpMail Customer Success rep.
Steps To Install Salesforce Integration
- Login to Salesforce with Admin account.
- Load UpMail Salesforce application installation managed package from the link provided by the UpMail Team. (If you have not received the link, please request it from your UpMail Customer Success rep)
- Select option “Install For All Users”
Steps To Configure After Installation
After installation, the Salesforce Admin will need to complete a few configuration steps to ensure the UpMail App is fully integrated and functional within Salesforce.
- Select UpMail App : For the Salesforce Classic experience please go to the upper right corner of the screen and select “UpMail”.
For the Salesforce Lightning experience, please switch to lightning experience. On the left side of the screen, click on the App changer icon and select “UpMail”.
- Set Remote Site Settings : Go to the UpMail Configuration tab and click on the Authenticate button. Here it will show you a message to add the URL to the Remote Site Settings.
- To add this, go to Setup.
- In the Quick Find Box, type “remote site settings”
Click on Remote Site Settings
Click New Remote Site
Add remote site name: UpMail
Add remote site URL: https://yourdomain.upmailapp.com
(Replace the section "yourdomain" with your own UpMail account url)
Click on Save
Depending on your Salesforce configuration, you will need to repeat this for at least one additional remote site, possibly more.
If your organization has already set up the Salesforce integration and you need to add an additional property or UpMail account, this will be the only step required. If you do not know the UpMail account URL, please request it from your UpMail Customer Success rep.
Next, Go to your UpMail Configuration Page.
It will then display the remote site you need to add to your remote site settings.
Use the site display in your remote site settings.
In this example:
Remote site name: UpMail_visualforce
Add remote site URL: https://d0o000000tcbguam-dev-ed--upmail.vf.force.com (*** in your case, it will be a different URL).
Repeat for any URL mentioned on UpMail Authentication Page.
Once you have added the URLs to your remote site settings, click "Save"
- Set Contact And Lead Layout : In the Salesforce Classic experience, a detail page button will be used to load the UpMail interface. In the Salesforce Lightning experience, Lightning Actions will be used.
a. Edit the Contact Layout by going to Setup and typing 'Contact' into the Quick Find box, then select Page Layouts.
b. Click Edit on “Contact Layout”
From this page, you can edit the page layout for both Classic and Lightning experience
For the Classic view:
- Select “Button” from the pallet.
2. Scroll down to the Contact Detail section
3. Drag the “Send UpMail” button on page layout to custom buttons of Contact Details section.
For Lighting Experience:
- Select “Salesforce1 and lightning Actions” from the pallet.
2. Scroll down to the Salesforce1 and Lightning Experience
3. Drag the “Send UpMail” Action to Salesforce1 and Lightning Experience Actions.
4. Click on “Save”.
c. Edit the Lead Layout by going to Setup and typing 'Lead' into the Quick Find box, then select Lead Layouts.
Follow same steps as performed on Contact Layout.
(Salesforce Classic) Add Button
(Lightning Experience) Add Action
Click on "Save".
Configuration for Multiple Records
To edit the Contact Layout:
- Edit the Lead Layout by going to Setup and typing 'Contact' into the Quick Find box, then select Search Layouts
- Click Edit next to Contact List View
- Select Send UpMail in Available Buttons then click Add then click Save.
- To edit the Lead Layout:
- Go to Setup and typing 'Lead into the Quick Find box, then select Search Layouts
2. Click Edit next to Lead List View
- Select Send UpMail in Available Buttons then click Add then click Save.
Then users will see:
To Uninstall the UpMail App Package in Salesforce
Please remove buttons and actions of UpMail App from Contact and Lead Layouts. Then proceed to uninstall the package from installed packages.