| Line 103: | Line 103: | ||
<div class="image-green-border">[[File:Creating and Managing the Canvas App.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. In the ''Connected Apps related'' list, '''click '''New.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating and Managing the Canvas App2.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. In the ''Connected App Name'' field, '''type '''the name of the Canvas App.<br/> 4. Accept the default API Name. This is the internal name of the Canvas App and you cannot change the name after saving it.<br/> 5. In the ''Contact Email'' field, '''type''' your valid email address.<br/> 6. In the ''Logo Image URL'' field, '''type''' the ''Logo URL'' that you want to provide.<br/> 7. In the ''Icon URL'' field, '''type''' the ''Icon URL'' that you want to provide.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating and Managing the Canvas App3.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">8. In the ''API'' (''Enable OAuth Settings'') section '''select '''the ''Enable OAuth Settings'' field.<br/> 9. In the ''Callback'' URL field, '''type''' your ''Callback'' ''URL''. <br/> 10. In the ''Selected OAuth Scopes'' field, '''select''' ''Full Access''.<br/> 11. In the ''Canvas App Settings'' section, '''select '''''Force.com Canvas''.<br/> 12. In the ''Canvas App URL'' field, '''type''' the application URL that you want to sync with Salesforce. This is the application URL, which is integrated with Salesforce.<br/> 13. In the ''Access Method'' field, '''select''' ''Signed Request'' (Post)<br/> 14. In the ''Locations'' field, '''select''' ''Visualforce'' Page.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating and Managing the Canvas App4.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">15. '''Click''' ''Save''.</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Managing the Canvas App'''</div> | <div class="image-green-border">[[File:Creating and Managing the Canvas App.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. In the ''Connected Apps related'' list, '''click '''New.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating and Managing the Canvas App2.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. In the ''Connected App Name'' field, '''type '''the name of the Canvas App.<br/> 4. Accept the default API Name. This is the internal name of the Canvas App and you cannot change the name after saving it.<br/> 5. In the ''Contact Email'' field, '''type''' your valid email address.<br/> 6. In the ''Logo Image URL'' field, '''type''' the ''Logo URL'' that you want to provide.<br/> 7. In the ''Icon URL'' field, '''type''' the ''Icon URL'' that you want to provide.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating and Managing the Canvas App3.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">8. In the ''API'' (''Enable OAuth Settings'') section '''select '''the ''Enable OAuth Settings'' field.<br/> 9. In the ''Callback'' URL field, '''type''' your ''Callback'' ''URL''. <br/> 10. In the ''Selected OAuth Scopes'' field, '''select''' ''Full Access''.<br/> 11. In the ''Canvas App Settings'' section, '''select '''''Force.com Canvas''.<br/> 12. In the ''Canvas App URL'' field, '''type''' the application URL that you want to sync with Salesforce. This is the application URL, which is integrated with Salesforce.<br/> 13. In the ''Access Method'' field, '''select''' ''Signed Request'' (Post)<br/> 14. In the ''Locations'' field, '''select''' ''Visualforce'' Page.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating and Managing the Canvas App4.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">15. '''Click''' ''Save''.</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Managing the Canvas App'''</div> | ||
1. In ''Salesforce'', under ''Setup'', '''search''' for ''Connected Apps'' in the ''Quick Find'' box and then '''select''' the option for managing ''Connected Apps''. | 1. In ''Salesforce'', under ''Setup'', '''search''' for ''Connected Apps'' in the ''Quick Find'' box and then '''select''' the option for managing ''Connected Apps''. | ||
| − | <div class="image-green-border">[[File:Managing the Canvas App.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click '''the ''ICM App'', and then '''click''' ''Edit''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Managing the Canvas App2.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. In the ''Permitted Users'' field, '''select''' ''Admin approved users are pre-authorized'' so that other ICM users cannot view the Canvas App until they are provided permissions. '''Click '''''OK'' in the<br/> pop-up message that | + | <div class="image-green-border">[[File:Managing the Canvas App.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click '''the ''ICM App'', and then '''click''' ''Edit''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Managing the Canvas App2.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. In the ''Permitted Users'' field, '''select''' ''Admin approved users are pre-authorized'' so that other ICM users cannot view the Canvas App until they are provided permissions. '''Click '''''OK'' in the<br/> pop-up message that opens. </div> <div class="image-green-border"> <div class="note-box">'''Note''': If you select the ''All Users may self-authorize'' option in the ''Permitted Users'' field, other ICM users can see the Canvas App, but they would need to approve or deny access to it. </div> |
[[File:Managing the Canvas App3.PNG|RTENOTITLE]] | [[File:Managing the Canvas App3.PNG|RTENOTITLE]] | ||
| Line 111: | Line 111: | ||
You can perform ICM EndPoint Configuration only after you have installed Salesforce ICM from AppExchange. | You can perform ICM EndPoint Configuration only after you have installed Salesforce ICM from AppExchange. | ||
| − | <div class="image-green-border">[[File:Configuring ICM EndPoint.PNG|RTENOTITLE]]<br/> </div> <div class="image-green-border">Follow these steps to configure ICM EndPoint:</div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Click''' ''ICM Configuration'' in the top navigation bar by logging on to the ICM App in Salesforce on ICM App Home page. ''ICM EndPoint Configuration'' page | + | <div class="image-green-border">[[File:Configuring ICM EndPoint.PNG|RTENOTITLE]]<br/> </div> <div class="image-green-border">Follow these steps to configure ICM EndPoint:</div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Click''' ''ICM Configuration'' in the top navigation bar by logging on to the ICM App in Salesforce on ICM App Home page. ''ICM EndPoint Configuration'' page opens.<br/> 2. Provide relevant information in the respective fields:</div> <div class="image-green-border"> </div> |
[[File:Table 1 1.PNG|RTENOTITLE]][[File:Table 1 2.PNG|RTENOTITLE]] | [[File:Table 1 1.PNG|RTENOTITLE]][[File:Table 1 2.PNG|RTENOTITLE]] | ||
| Line 121: | Line 121: | ||
Adding a remote site or whitelisting the ICM domain is an optional step. The Application automatically creates or adds the remote site settings but if the application does not create remote site automatically, follow the steps below to create remote site settings. You can view added remote site by navigating to ''Setup'', ''Remote Site Settings'' and search for ''ICM URL'', which you added by following the steps in the earlier section. | Adding a remote site or whitelisting the ICM domain is an optional step. The Application automatically creates or adds the remote site settings but if the application does not create remote site automatically, follow the steps below to create remote site settings. You can view added remote site by navigating to ''Setup'', ''Remote Site Settings'' and search for ''ICM URL'', which you added by following the steps in the earlier section. | ||
| − | <div class="image-green-border">You need to add your ICM Application URL in Salesforce for whitelisting. Salesforce can access only whitelisted URLs. <br/> To setup a new remote site: </div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Click '''''Setup ''in the upper right corner of your page. The ''Setup'' page | + | <div class="image-green-border">You need to add your ICM Application URL in Salesforce for whitelisting. Salesforce can access only whitelisted URLs. <br/> To setup a new remote site: </div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Click '''''Setup ''in the upper right corner of your page. The ''Setup'' page opens. <br/> 2. '''Click '''''Security Controls'' in the ''Administer'' menu in the left pane and then '''click''' ''Remote Site Settings''. Alternatively, you can '''type '''''Remote Site Settings'' in the ''Quick Find/Search box''. As you type the text, the relevant search result opens. '''Select''' ''Remote Site Settings'' under ''Security Controls''. The ''All Remote Sites'' page opens showing the list of Remote sites.<br/> 3. '''Click '''''New Remote Site''. The ''Remote Site Edit ''page opens.</div> <div class="image-green-border"> </div> |
[[File:Table 2.PNG|RTENOTITLE]] | [[File:Table 2.PNG|RTENOTITLE]] | ||
| Line 158: | Line 158: | ||
1. In Salesforce, under ''Setup'', '''search''' ''Installed Packages'' in the ''Quick Find'' box and '''select '''''Installed Packages''. | 1. In Salesforce, under ''Setup'', '''search''' ''Installed Packages'' in the ''Quick Find'' box and '''select '''''Installed Packages''. | ||
| − | <div class="image-green-border">[[File:Service USer Authentication Token.PNG|RTENOTITLE]]</div> <div class="image-green-border">2. '''Find '''''IcertisCLM'' Package and '''Click '''Configure. ''Data Sync Configuration'' page | + | <div class="image-green-border">[[File:Service USer Authentication Token.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Find '''''IcertisCLM'' Package and '''Click '''Configure. ''Data Sync Configuration'' page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Service USer Authentication Token new 2.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Service USer Authentication Token new 3.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. Only the ''Admin ''user can perform the following actions:</div> |
*''Disable DS Interval Flow'': '''Click''' this checkbox to deactivate the Data Sync Interval Flow. Default value false. | *''Disable DS Interval Flow'': '''Click''' this checkbox to deactivate the Data Sync Interval Flow. Default value false. | ||
*''Sync Time Duration'': It denotes the sync time duration (in seconds). Default value 10. | *''Sync Time Duration'': It denotes the sync time duration (in seconds). Default value 10. | ||
| Line 170: | Line 170: | ||
1. In Salesforce, under ''Setup'', '''search '''for ''Process Builder'' in the ''Quick Find'' box and '''select''' ''Process Builder''. | 1. In Salesforce, under ''Setup'', '''search '''for ''Process Builder'' in the ''Quick Find'' box and '''select''' ''Process Builder''. | ||
| − | <div class="image-green-border">[[File:Configure Entity Process Builder.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. On the ''Process Builder Configuration Page'', '''click''' ''New''. ''New Process'' popup | + | <div class="image-green-border">[[File:Configure Entity Process Builder.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. On the ''Process Builder Configuration Page'', '''click''' ''New''. ''New Process'' popup opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configure Entity Process Builder1.PNG|RTENOTITLE]]</div> <div class="image-green-border"><br/> 3. On the New Process popup window, '''enter '''Process Name and API Name.<br/> 4. '''Set '''The process starts when field value to ''A record changes'' and '''click''' Save.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configure Entity Process Builder2.PNG|RTENOTITLE]]<br/> <br/> 5. ''Opp Sync process configuration'' page opens. '''Click '''''Add Object'', '''Select '''''Object Name'' and '''select '''''when record is created or edited'' and '''click '''''Save''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configure Entity Process Builder3.PNG|RTENOTITLE]]</div> <div class="image-green-border"><br/> 6. '''Click''' ''Add Criteria'', '''enter''' ''Criteria Name'' and '''select''' ''Conditions are met'', ''formula evaluates true'' or ''No Criteria'' and '''click''' Save.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configure Entity Process Builder4.PNG|RTENOTITLE]]<br/> <br/> 7. To configure ''Immediate Actions'', '''click '''''Add Action'', '''enter''' the data as per the table below and '''click '''''Save''.</div> <div class="image-green-border"> </div> |
[[File:Table 3.PNG|RTENOTITLE]] | [[File:Table 3.PNG|RTENOTITLE]] | ||
<div class="image-green-border">[[File:Configure Entity Process Builder6.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">8. '''Click''' ''Activate'' to complete the process.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configure Entity Process Builder7.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': You can configure any other Entity following the same process.</div> <div class="image-green-border"> </div> | <div class="image-green-border">[[File:Configure Entity Process Builder6.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">8. '''Click''' ''Activate'' to complete the process.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configure Entity Process Builder7.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': You can configure any other Entity following the same process.</div> <div class="image-green-border"> </div> | ||
| Line 183: | Line 183: | ||
'''Creating Client App Cross Reference Mapping''' | '''Creating Client App Cross Reference Mapping''' | ||
| − | 1. '''Log on '''to the ICM application.<br/> 2. '''Click''' ''Configuration'' on ICM Dashboard. The Configuration page | + | 1. '''Log on '''to the ICM application.<br/> 2. '''Click''' ''Configuration'' on ICM Dashboard. The Configuration page opens. |
<div class="image-green-border">[[File:Creating Masterdata records for mapping entities.PNG|RTENOTITLE]]</div> | <div class="image-green-border">[[File:Creating Masterdata records for mapping entities.PNG|RTENOTITLE]]</div> | ||
| − | 3. '''Click '''''Masterdata ''on the ''Configuration ''page. The ''Masterdata ''page | + | 3. '''Click '''''Masterdata ''on the ''Configuration ''page. The ''Masterdata ''page opens. |
<div class="image-green-border">[[File:Creating Masterdata records for mapping entities1.PNG|RTENOTITLE]]</div> | <div class="image-green-border">[[File:Creating Masterdata records for mapping entities1.PNG|RTENOTITLE]]</div> | ||
| − | <br/> 4. '''Click''' ''Create Masterdata''. ''Create Masterdata ''page | + | <br/> 4. '''Click''' ''Create Masterdata''. ''Create Masterdata ''page opens. |
<div class="image-green-border">[[File:Creating Masterdata records for mapping entities2.PNG|RTENOTITLE]]</div> | <div class="image-green-border">[[File:Creating Masterdata records for mapping entities2.PNG|RTENOTITLE]]</div> | ||
5. Provide relevant information in the respective fields: | 5. Provide relevant information in the respective fields: | ||
| Line 193: | Line 193: | ||
[[File:Creating Masterdata records for mapping entities3.PNG|RTENOTITLE]] | [[File:Creating Masterdata records for mapping entities3.PNG|RTENOTITLE]] | ||
| − | 6. '''Click''' ''Next''. The ''Attributes ''page | + | 6. '''Click''' ''Next''. The ''Attributes ''page opens. |
<div class="image-green-border">[[File:Creating Masterdata records for mapping entities4.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. Provide relevant information in the respective fields:</div> <div class="image-green-border"> </div> | <div class="image-green-border">[[File:Creating Masterdata records for mapping entities4.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. Provide relevant information in the respective fields:</div> <div class="image-green-border"> </div> | ||
[[File:Table 4.PNG|RTENOTITLE]] | [[File:Table 4.PNG|RTENOTITLE]] | ||
| Line 201: | Line 201: | ||
You can create a Masterdata record for the Contract Type Masterdata that you created earlier. This helps in mapping the entities between Salesforce and ICM. ICM allows mapping this data from any Salesforce entities like opportunity, account, or quote to a Contract Request or agreement by creating the Masterdata record in ICM. <br/> <br/> To create a Masterdata record: | You can create a Masterdata record for the Contract Type Masterdata that you created earlier. This helps in mapping the entities between Salesforce and ICM. ICM allows mapping this data from any Salesforce entities like opportunity, account, or quote to a Contract Request or agreement by creating the Masterdata record in ICM. <br/> <br/> To create a Masterdata record: | ||
| − | 1. '''Click''' ''Configuration'' on My Dashboard. The ''Configuration'' page | + | 1. '''Click''' ''Configuration'' on My Dashboard. The ''Configuration'' page opens. |
| − | <div class="image-green-border">[[File:Creating Masterdata for mapping the entities.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' ''Masterdata'' on the Configuration page. The Masterdata page | + | <div class="image-green-border">[[File:Creating Masterdata for mapping the entities.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' ''Masterdata'' on the Configuration page. The Masterdata page opens. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating Masterdata for mapping the entities1.PNG|RTENOTITLE]]<br/> <br/> 3. '''Click '''''Create Masterdata'' on the Masterdata page. The ''Create Masterdata'' page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating Masterdata for mapping the entities2.PNG|RTENOTITLE]]<br/> <br/> 4. Complete the information in the following sections. </div> |
*''Masterdata Details'' | *''Masterdata Details'' | ||
*''Attributes'' | *''Attributes'' | ||
| − | <div class="image-green-border">5. '''Click '''''Next'' at the end of ''Masterdata Details'' section to go to the ''Attributes ''section and complete creating the Masterdata record. </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Masterdata Details'''</div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Select '''the category from the drop-down list. <br/> 2. '''Select''' the Contract Type Masterdata that you created earlier. For the purpose of mapping the data between ICM and Salesforce, '''select '''''Client App Entity Mapping''.<br/> 3. '''Click '''''Next''. The ''Attributes'' page | + | <div class="image-green-border">5. '''Click '''''Next'' at the end of ''Masterdata Details'' section to go to the ''Attributes ''section and complete creating the Masterdata record. </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Masterdata Details'''</div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Select '''the category from the drop-down list. <br/> 2. '''Select''' the Contract Type Masterdata that you created earlier. For the purpose of mapping the data between ICM and Salesforce, '''select '''''Client App Entity Mapping''.<br/> 3. '''Click '''''Next''. The ''Attributes'' page opens. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating Masterdata for mapping the entities3 new.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Attributes'''</div> <div class="image-green-border"> </div> <div class="image-green-border">This section shows the attributes that you created when creating the Contract Type Masterdata. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating Masterdata for mapping the entities4 new.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">4. Enter the following details in appropriate fields.</div> <div class="image-green-border"> </div> |
[[File:Table 5.PNG|RTENOTITLE]] | [[File:Table 5.PNG|RTENOTITLE]] | ||
| Line 220: | Line 220: | ||
=== Performing a Search to Save === | === Performing a Search to Save === | ||
| − | 1. '''Click '''the ''Search ''icon'' ''tile on the top right corner on ''My Dashboard'' page. The ''Advanced Search'' page | + | 1. '''Click '''the ''Search ''icon'' ''tile on the top right corner on ''My Dashboard'' page. The ''Advanced Search'' page opens. <br/> 2. In the ''Please select Entities to Search'' field, '''enter''' or '''select''' appropriate entities from the list and '''type''' the keywords to search in the ''Enter Search here'' field. |
<div class="image-green-border">[[File:Working with saved searches.PNG|RTENOTITLE]]<br/> <br/> 3. '''Select''' from these options: </div> | <div class="image-green-border">[[File:Working with saved searches.PNG|RTENOTITLE]]<br/> <br/> 3. '''Select''' from these options: </div> | ||
*''Metadata'': the search is performed in the metadata of the selected Agreement. | *''Metadata'': the search is performed in the metadata of the selected Agreement. | ||
*''Full Text'': the search is performed within the contents of the document of the selected Agreement. | *''Full Text'': the search is performed within the contents of the document of the selected Agreement. | ||
| − | 4. After selecting either of the above options, '''click '''the ''Search'' icon. The list of search results | + | 4. After selecting either of the above options, '''click '''the ''Search'' icon. The list of search results opens. |
5. To narrow down your search further, navigate to ''Search For'' field. '''Click '''''Select Field'' and '''select '''an option from the list provided. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, '''selecting '''the field Status displays the number of Agreements that have the ''Status as Draft'', ''Approved'', ''Terminated'', ''Superseded ''and so on. If you select the status as ''Draft'' (select the checkbox next to Draft), all Agreements in the ''Draft'' state appear. | 5. To narrow down your search further, navigate to ''Search For'' field. '''Click '''''Select Field'' and '''select '''an option from the list provided. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, '''selecting '''the field Status displays the number of Agreements that have the ''Status as Draft'', ''Approved'', ''Terminated'', ''Superseded ''and so on. If you select the status as ''Draft'' (select the checkbox next to Draft), all Agreements in the ''Draft'' state appear. | ||
| − | 6. A list of these Agreements | + | 6. A list of these Agreements opens as search result in a tabular format. Enhance your search using wild cards as follows: |
*Type a search term in between the star characters *...*. It shows existing items which include the respective search term. | *Type a search term in between the star characters *...*. It shows existing items which include the respective search term. | ||
| Line 236: | Line 236: | ||
*Type a search term in double quotes "...". It shows existing items which include the search term. | *Type a search term in double quotes "...". It shows existing items which include the search term. | ||
*Type ...(space)... multiple search terms with space in between. It shows existing items which include the search terms. | *Type ...(space)... multiple search terms with space in between. It shows existing items which include the search terms. | ||
| − | |||
| − | |||
| | ||
| Line 259: | Line 257: | ||
Following is an example of creating a saved search for Contract Opportunity Search URI: | Following is an example of creating a saved search for Contract Opportunity Search URI: | ||
| − | 1. On the upper right corner of your ICM page, '''click''' ''Search'' icon. The Search page | + | 1. On the upper right corner of your ICM page, '''click''' ''Search'' icon. The Search page opens. <br/> 2. In the ''Please select Entities to search'' list, select the entity that you want to search such as Agreement or Contract Request and then '''type '''the entity that you want to display in the search text box. The relevant search results appear. <br/> 3. On the upper right corner of the search results, click ''Save'' icon to save your search. The Save Search dialog box is displayed. <br/> 4. In the Save search as box, type the name of the saved search as a URI such as SF_OPP_CR for a contract request, or SF_OPP_Contract for a contract request. <br/> Similarly, you can create saved searches for the remaining entities. The entity and field to filter will be different. |
<div class="note-box">'''Note''': For core ICM related configuration, refer to ICM admin guide. <br/> Within Salesforce, ICM will be accessible as per the ICM based User context so if there is anything which you need to control at the user end, please control the user settings from core ICM product.</div> | <div class="note-box">'''Note''': For core ICM related configuration, refer to ICM admin guide. <br/> Within Salesforce, ICM will be accessible as per the ICM based User context so if there is anything which you need to control at the user end, please control the user settings from core ICM product.</div> | ||
== Updating Saved Search Configuration == | == Updating Saved Search Configuration == | ||
| Line 271: | Line 269: | ||
== Multiple Salesforce Instances == | == Multiple Salesforce Instances == | ||
| − | With this feature, you can connect multiple Salesforce instances of your organization or organization groups to a single ICM instance. For using this feature, the user needs to create a new `Masterdata record which can be used to define the multiple Salesforce instances. The user needs to add the login details of the configured Salesforce instance machine configuration. Contact Dev Ops team for assistance.<br/> <br/> To support Multiple Salesforce instances, you need to add multiple records in Client App Org Reference Contract Type. If the Contract Type is not listed in the system, then it needs to be created. <br/> <br/> If the Client Org Reference Contract Type is not already created, create it using the following steps: <br/> <br/> To create a Masterdata record: <br/> <br/> 1. On the ''My Dashboard'' page, '''click '''''Configuration ''and then '''click''' ''Masterdata''. The Masterdata page | + | With this feature, you can connect multiple Salesforce instances of your organization or organization groups to a single ICM instance. For using this feature, the user needs to create a new `Masterdata record which can be used to define the multiple Salesforce instances. The user needs to add the login details of the configured Salesforce instance machine configuration. Contact Dev Ops team for assistance.<br/> <br/> To support Multiple Salesforce instances, you need to add multiple records in Client App Org Reference Contract Type. If the Contract Type is not listed in the system, then it needs to be created. <br/> <br/> If the Client Org Reference Contract Type is not already created, create it using the following steps: <br/> <br/> To create a Masterdata record: <br/> <br/> 1. On the ''My Dashboard'' page, '''click '''''Configuration ''and then '''click''' ''Masterdata''. The Masterdata page opens<br/> 2. '''Click '''''Create Masterdata''. Provide relevant information in the respective fields and '''click '''''Next''. The ''Attributes'' page opens. Provide relevant information in the respective fields: |
[[File:Multiple Salesforce Instances1.PNG|RTENOTITLE]] | [[File:Multiple Salesforce Instances1.PNG|RTENOTITLE]] | ||
| Line 277: | Line 275: | ||
3. Provide relevant information in the respective fields: | 3. Provide relevant information in the respective fields: | ||
| − | [[File:Table 6.PNG]] | + | [[File:Table 6.PNG|RTENOTITLE]] |
<div class="note-box">'''Notes''': While creating a new Contract Type, name it as Client Org Reference only. The naming convention must be followed exactly as given. ICM will not recognize and sync Contract Type which is created by any other name.<br/> <br/> After adding the Org Reference mapping in Client App Entity mapping and Cross-reference mapping, there will be an extra attribute where the user selects the Org for which that particular mapping is synced.<br/> <br/> After the Salesforce instance is configured, you can use that Reference Org to define Client App Entity Mapping and Client App Cross Reference mapping.<br/> <br/> If Client App Org Reference Contract Type is not installed, you need to create this Contract type, with exactly the same name and attributes. Refer this link for details. </div> <div class="image-green-border"> </div> <div class="image-green-border">In this way, Client Org Reference Contract Type can be used for multiple Salesforce instances. </div> <div class="image-green-border"> </div> | <div class="note-box">'''Notes''': While creating a new Contract Type, name it as Client Org Reference only. The naming convention must be followed exactly as given. ICM will not recognize and sync Contract Type which is created by any other name.<br/> <br/> After adding the Org Reference mapping in Client App Entity mapping and Cross-reference mapping, there will be an extra attribute where the user selects the Org for which that particular mapping is synced.<br/> <br/> After the Salesforce instance is configured, you can use that Reference Org to define Client App Entity Mapping and Client App Cross Reference mapping.<br/> <br/> If Client App Org Reference Contract Type is not installed, you need to create this Contract type, with exactly the same name and attributes. Refer this link for details. </div> <div class="image-green-border"> </div> <div class="image-green-border">In this way, Client Org Reference Contract Type can be used for multiple Salesforce instances. </div> <div class="image-green-border"> </div> | ||
=== Creating a Contract Request from an Account === | === Creating a Contract Request from an Account === | ||
You can create a Contract Request if your organization does not provide the privileges to create a contract directly. | You can create a Contract Request if your organization does not provide the privileges to create a contract directly. | ||
| − | <div class="image-green-border">[[File:Creating a Contract Request from an Account.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">To create a Contract Request from an account:</div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Log on''' to Salesforce using your ICM credentials.<br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' ''Account'' in the top navigation, and '''click''' the ''Account'' for which you want to create a Contract Request.<br/> 4. On the ''Account Detail'' page, scroll down to the ''Icertis Contracts'' section. <br/> 5. '''Click '''''New Contract Request''. The ''Create Contract Request'' page | + | <div class="image-green-border">[[File:Creating a Contract Request from an Account.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">To create a Contract Request from an account:</div> <div class="image-green-border"> </div> <div class="image-green-border">1. '''Log on''' to Salesforce using your ICM credentials.<br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' ''Account'' in the top navigation, and '''click''' the ''Account'' for which you want to create a Contract Request.<br/> 4. On the ''Account Detail'' page, scroll down to the ''Icertis Contracts'' section. <br/> 5. '''Click '''''New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating a Contract Request from an Account2.PNG|RTENOTITLE]]</div> |
6. '''Select '''the ''Category'' and ''Request Type'' based on the request you are creating and '''click''' ''Next''. | 6. '''Select '''the ''Category'' and ''Request Type'' based on the request you are creating and '''click''' ''Next''. | ||
<div class="image-green-border">[[File:Creating a Contract Request from an Account3.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> | <div class="image-green-border">[[File:Creating a Contract Request from an Account3.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> | ||
7. '''Specify '''the details of the request on the various sections of this page. | 7. '''Specify '''the details of the request on the various sections of this page. | ||
| − | [[File:Table 7.PNG]] | + | [[File:Table 7.PNG|RTENOTITLE]] |
| − | 8. '''Click '''''Next''. The ''Request Summary'' page | + | 8. '''Click '''''Next''. The ''Request Summary'' page opens. You can also '''click''' ''Save'' if you want to save the changes and create the request later. |
<div class="image-green-border">[[File:Creating a Contract Request from an Account5.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> | <div class="image-green-border">[[File:Creating a Contract Request from an Account5.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> | ||
| − | 9. '''Click''' ''Create Request''. The Accounts page | + | 9. '''Click''' ''Create Request''. The Accounts page opens showing the Contract Request you created in ''Draft ''state.<br/> 10. '''Click''' ''ICM'' in the top navigation bar and then click ''Contract Requests''. The Contract Request page opens and it shows the list of available requests.<br/> 11. '''Click''' ''View ''next to the Request you created. The ''Request Details'' page opens. |
<div class="image-green-border">[[File:Creating a Contract Request from an Account6.PNG|RTENOTITLE]]</div> | <div class="image-green-border">[[File:Creating a Contract Request from an Account6.PNG|RTENOTITLE]]</div> | ||
12. Use the buttons in the table below to perform a desired action: | 12. Use the buttons in the table below to perform a desired action: | ||
| Line 297: | Line 295: | ||
| | ||
| − | [[File:Table 8.PNG]] | + | [[File:Table 8.PNG|RTENOTITLE]] |
| | ||
| Line 317: | Line 315: | ||
Enter the following information in this section: | Enter the following information in this section: | ||
| − | [[File:Table 9.PNG]] | + | [[File:Table 9.PNG|RTENOTITLE]] |
'''Attributes''' | '''Attributes''' | ||
| Line 329: | Line 327: | ||
'''Template''' | '''Template''' | ||
| − | This section shows the templates that you created for the selected Contract Type. This section | + | This section shows the templates that you created for the selected Contract Type. This section opens only if you select Own type of paper to create the agreement. Select the template from the list. |
<div class="image-green-border">[[File:Creating a Contract from an Account4.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Verify'''</div> <div class="image-green-border"> </div> <div class="image-green-border">This is the final step in the agreement creation process. The details in this section appear based on the attributes and sections you used to create this agreement. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating a Contract from an Account5.PNG|RTENOTITLE]]</div> | <div class="image-green-border">[[File:Creating a Contract from an Account4.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Verify'''</div> <div class="image-green-border"> </div> <div class="image-green-border">This is the final step in the agreement creation process. The details in this section appear based on the attributes and sections you used to create this agreement. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Creating a Contract from an Account5.PNG|RTENOTITLE]]</div> | ||
You can perform the following actions on this page: | You can perform the following actions on this page: | ||
| Line 335: | Line 333: | ||
*'''Click '''''Previous'' to go back and make any changes to the agreement. '''Click '''''Next'' to return to this section after making the required changes. | *'''Click '''''Previous'' to go back and make any changes to the agreement. '''Click '''''Next'' to return to this section after making the required changes. | ||
*'''Click '''''Create'' to create the Agreement. After the agreement is created it is not visible to all users until it is published by its primary owner. | *'''Click '''''Create'' to create the Agreement. After the agreement is created it is not visible to all users until it is published by its primary owner. | ||
| − | *'''Click''' ''Create and Publish'' to create and publish the agreement. After the agreement is published it becomes visible to other users and a Draft watermark | + | *'''Click''' ''Create and Publish'' to create and publish the agreement. After the agreement is published it becomes visible to other users and a Draft watermark opens on the agreement in all states until it is approved by the designated approver. |
*'''Click''' ''Create and Send for Approval'' to create and send the agreement for approval. The agreement is sent to the approvers that are set by rule for the Contract Type selected for this agreement. | *'''Click''' ''Create and Send for Approval'' to create and send the agreement for approval. The agreement is sent to the approvers that are set by rule for the Contract Type selected for this agreement. | ||
*'''Click''' ''Discard'' to stop the agreement creation process. A discarded agreement is no longer available in ICM. You can discard the agreement from any section while creating the agreement. | *'''Click''' ''Discard'' to stop the agreement creation process. A discarded agreement is no longer available in ICM. You can discard the agreement from any section while creating the agreement. | ||
| Line 351: | Line 349: | ||
To add an amendment to a Contract: | To add an amendment to a Contract: | ||
| − | 1. '''Log on''' to Salesforce with your credentials.<br/> 2. '''Click''' ''ICM'' in the top navigation. The ''ICM'' page showing the list of Contracts and Contract Requests opens. <br/> 3. '''Select '''and open the Contract that is in the ''Executed'' state. The ''Contract'' page | + | 1. '''Log on''' to Salesforce with your credentials.<br/> 2. '''Click''' ''ICM'' in the top navigation. The ''ICM'' page showing the list of Contracts and Contract Requests opens. <br/> 3. '''Select '''and open the Contract that is in the ''Executed'' state. The ''Contract'' page opens.<br/> 4. '''Click''' ''Add Amendment'' on the ''Contract'' page. The ''Add Amendment'' page opens.<br/> 5. '''Make''' the required changes to the Contract on the ''Initial Attributes'' tab and '''click''' ''Next''. <br/> 6. '''Click''' ''Create''. The ''Amendment'' moves to the ''Draft'' state and opens the ''Amendment Details'' page.<br/> 7. You can perform the following actions on the ''Amendment Details'' page: |
[[File:Adding Amendment to a Contract.PNG|RTENOTITLE]] | [[File:Adding Amendment to a Contract.PNG|RTENOTITLE]] | ||
| Line 365: | Line 363: | ||
1. '''Log on''' to Salesforce using your ICM credentials. <br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' ''Opportunities'' in the top navigation, and '''click''' the ''Opportunity ''for which you want to create a Contract Request. | 1. '''Log on''' to Salesforce using your ICM credentials. <br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' ''Opportunities'' in the top navigation, and '''click''' the ''Opportunity ''for which you want to create a Contract Request. | ||
<div class="image-green-border">[[File:Creating a Contract Request from an opportunity.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> | <div class="image-green-border">[[File:Creating a Contract Request from an opportunity.PNG|RTENOTITLE]]</div> <div class="image-green-border"> </div> | ||
| − | 4. On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section.<br/> 5. '''Click '''''New Contract Request''. The ''Create Contract Request'' page | + | 4. On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section.<br/> 5. '''Click '''''New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> 6. The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract Request from an Account. |
=== Creating a Contract from an Opportunity === | === Creating a Contract from an Opportunity === | ||
| Line 373: | Line 371: | ||
To create a Contract from an Opportunity: <br/> <br/> 1. '''Log on''' to Salesforce using your ICM credentials. <br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' ''Opportunities'' in the top navigation, and click the Opportunity for which you want to create a contract. | To create a Contract from an Opportunity: <br/> <br/> 1. '''Log on''' to Salesforce using your ICM credentials. <br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' ''Opportunities'' in the top navigation, and click the Opportunity for which you want to create a contract. | ||
<div class="image-green-border">[[File:Creating a Contract from an opportunity.PNG|RTENOTITLE]]</div> | <div class="image-green-border">[[File:Creating a Contract from an opportunity.PNG|RTENOTITLE]]</div> | ||
| − | 4. On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section. <br/> 5. '''Click''' ''New Contract''. The ''Create Contract'' page | + | 4. On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section. <br/> 5. '''Click''' ''New Contract''. The ''Create Contract'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> <br/> The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract from an Account. |
=== Creating a Contract Request from a Quote === | === Creating a Contract Request from a Quote === | ||
| Line 379: | Line 377: | ||
You can create a Contract Request if your organization does not provide the privileges to create a contract from ICM in Salesforce. <br/> <br/> To create a Contract Request from a Quote:<br/> <br/> 1. '''Log on''' to Salesforce using your ICM credentials. <br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' Quotes in the top navigation, and '''click '''the Quotes for which you want to create a Contract Request. | You can create a Contract Request if your organization does not provide the privileges to create a contract from ICM in Salesforce. <br/> <br/> To create a Contract Request from a Quote:<br/> <br/> 1. '''Log on''' to Salesforce using your ICM credentials. <br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' Quotes in the top navigation, and '''click '''the Quotes for which you want to create a Contract Request. | ||
<div class="image-green-border">[[File:Creating a Contract Request from a Quote.PNG|RTENOTITLE]]</div> | <div class="image-green-border">[[File:Creating a Contract Request from a Quote.PNG|RTENOTITLE]]</div> | ||
| − | 4. On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section. <br/> 5. '''Click''' ''New Contract Request''. The ''Create Contract Request'' page | + | 4. On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section. <br/> 5. '''Click''' ''New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> 6. The rest of the process to create a Contract Request from a Quote is same as Creating a Contract Request from an Account. |
=== Creating a Contract from a Quote === | === Creating a Contract from a Quote === | ||
| Line 387: | Line 385: | ||
To create a Contract from a Quote:<br/> <br/> 1. '''Log on''' to Salesforce using your ICM credentials. <br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' ''Quotes'' in the top navigation, and '''click''' the Quotes for which you want to create a contract. | To create a Contract from a Quote:<br/> <br/> 1. '''Log on''' to Salesforce using your ICM credentials. <br/> 2. '''Select''' ''ICM'' in the top right corner of your Salesforce page to use ICM through Salesforce.<br/> 3. '''Click''' ''Quotes'' in the top navigation, and '''click''' the Quotes for which you want to create a contract. | ||
<div class="image-green-border">[[File:Creating a Contract Request from a Quote.PNG|RTENOTITLE]]</div> | <div class="image-green-border">[[File:Creating a Contract Request from a Quote.PNG|RTENOTITLE]]</div> | ||
| − | 4. On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section. <br/> 5. '''Click''' ''New Contract''. The Create Contract page | + | 4. On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section. <br/> 5. '''Click''' ''New Contract''. The Create Contract page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> <br/> The rest of the process to create a Contract from a quote is the same as Creating a Contract from an Account. |
| | ||
Revision as of 09:19, 7 June 2019
Contents
- 1 Salesforce
- 1.1 Purpose
- 1.2 Overview of ICM Salesforce Connector
- 1.3 Salesforce Side Configuration
- 1.3.1 Prerequisites
- 1.3.2 Compatibility
- 1.3.3 Installing ICM in Salesforce
- 1.3.4 Creating and Managing the Canvas App
- 1.3.5 Configuring ICM EndPoint
- 1.3.6 Setting up a new Remote Site (whitelisting of ICM instance)
- 1.3.7 Configuring Page Layout
- 1.3.8 Configuring Data Sync
- 1.3.9 Data Sync (Salesforce to ICM) Configuration
- 1.3.10 Service User Authentication Token
- 1.3.11 Configure Entity Process Builder
- 1.4 ICM Side Configuration
- 1.5 Configuration for allowing user to be redirected to ICM Details page in Salesforce
- 1.6 Working with Saved Searches
- 1.7 Updating Saved Search Configuration
- 1.8 Enabling Single Sign-On
- 1.9 Multiple Salesforce Instances
- 1.9.1 Creating a Contract Request from an Account
- 1.9.2 Creating a Contract from an Account
- 1.9.3 Adding Amendment to a Contract
- 1.9.4 Creating a Contract Request from an Opportunity
- 1.9.5 Creating a Contract from an Opportunity
- 1.9.6 Creating a Contract Request from a Quote
- 1.9.7 Creating a Contract from a Quote
- 1.10 Single-click creation of ICM Contract and Contract Request from within Salesforce
- 1.11 Support for selectively creating Associations in ICM
- 1.12 Saved Search ID Flexibility in Salesforce
Salesforce
Purpose
The purpose of this guide is to document the process of:
- Configuring ICM in Salesforce.
- Performing Salesforce related configuration in ICM for mapping data entities and saved searches.
The guide also describes the process of using the ICM Salesforce connector for standard scenarios.
The document is primarily intended for:
- Administrator users who configure Icertis Salesforce Connector on Salesforce.com.
- ICM Administrator Users who work on ICM Side Configuration.
- Other users who work with Agreements.
Prerequisites
- The user must have an account on Salesforce and ICM.
- Icertis CLM must be installed on Salesforce.com from Salesforce AppExchange. It is compatible with Group, Professional, Enterprise, Unlimited, Force.com Developer and Performance Editions.
- The user must have admin privileges for ICM and Salesforce in case the user is configuring ICM on Salesforce.
Overview of ICM Salesforce Connector
ICM Salesforce Connector is a native Salesforce application that allows you to access the full suite of ICM functionality from Salesforce, including the following capabilities:
- Manage end-to-end contract lifecycle from the familiar Salesforce platform.
- Create Contract Requests with pre-populated data from Salesforce objects.
- Track contract progress and status updates within Salesforce.
- View contract notifications as part of chatter feed messages.
- Automatically transfer and synchronize data between Salesforce objects and ICM.
- Map Salesforce objects (standard and custom) with ICM entities.
ICM and Salesforce integration is required to port data from ICM to Salesforce. This integration avoids the need for re-entering the data manually in Salesforce which you have already created in ICM.
To use ICM from within Salesforce:
- The ICM sections must be embedded in the Salesforce pages.
- After logging on to Salesforce, select ICM in the top right corner of your Salesforce page to use ICM through Salesforce.
ICM Salesforce contains the following key concepts:
- Account is a label for business. It is a company or a business entity, you might already be working with, or one that you hope to work with. In simple words, an Account is an actual business or company.
- Opportunity is a pending deal with a monetary value associated with it. It helps to track the pending deals and sales.
- Quote is the data showing the proposed prices for the products or services. Quotes can be created by using the data that is saved in the Opportunities and shared with the prospective customers. Every opportunity can have multiple associated quotes linked to it.
After integrating ICM with Salesforce, you can do the following contract management tasks in Salesforce:
- Create and edit a Contract Request from an existing Account.
- Create and edit a Contract Request from an existing Opportunity.
- Create and edit a Contract Request from an existing Quote.
- Create and edit a Contract from an Account when a prospective sales lead is qualified and a corresponding account is created.
- Create and edit a Contract from an existing Opportunity.
- Create and edit a Contract from an existing Quote.
Salesforce Side Configuration
Prerequisites
- You must have a Salesforce account.
- You must have administrator privileges to install ICM in Salesforce.
- You must have ICM administrator privileges to configure ICM in Salesforce.
Compatibility
ICM is compatible with the following editions of Salesforce:
- Professional
- Enterprise
- Unlimited
- Developer
- Performance
For more information about the different editions of Salesforce, refer to:
https://help.salesforce.com/articleView?id=overview_edition.htm&type=0
Installing ICM in Salesforce
To install ICM in Salesforce:
1. Log on to Salesforce.
2. Open a new browser instance and go to Salesforce AppExchange to download the ICM application.
- Log in to AppExchange: Logon to AppExchange using your Salesforce credentials to proceed with the installation.
- I don’t have a login: Install ICM in Salesforce as a guest user.
4. ChooseLog into AppExchange. This presents the following options:
- Install in production
- Install in Sandbox
6. Choose one of the applicable options:
- Install for Admins only: install ICM for Salesforce Administrators who can install ICM in Salesforce.
- Install for All Users: install ICM for all users of Salesforce.
- Install for Specific Profiles: install ICM for specific profiles only.
Creating and Managing the Canvas App
Creating the Canvas App
Follow these steps to create a Canvas App:
1. In Salesforce, under Setup, search for Apps in the Quick Find box and select Apps.
4. Accept the default API Name. This is the internal name of the Canvas App and you cannot change the name after saving it.
5. In the Contact Email field, type your valid email address.
6. In the Logo Image URL field, type the Logo URL that you want to provide.
7. In the Icon URL field, type the Icon URL that you want to provide.
9. In the Callback URL field, type your Callback URL.
10. In the Selected OAuth Scopes field, select Full Access.
11. In the Canvas App Settings section, select Force.com Canvas.
12. In the Canvas App URL field, type the application URL that you want to sync with Salesforce. This is the application URL, which is integrated with Salesforce.
13. In the Access Method field, select Signed Request (Post)
14. In the Locations field, select Visualforce Page.
1. In Salesforce, under Setup, search for Connected Apps in the Quick Find box and then select the option for managing Connected Apps.
pop-up message that opens.
4. Click Save.
To understand the following example, consider that you want to give access to the System Administrator profile.
1. In the Profiles related list, click Manage Profiles.
2. Select the System Administrator profile and click Save.
Configuring ICM EndPoint
You can perform ICM EndPoint Configuration only after you have installed Salesforce ICM from AppExchange.
2. Provide relevant information in the respective fields:
Setting up a new Remote Site (whitelisting of ICM instance)
Adding a remote site or whitelisting the ICM domain is an optional step. The Application automatically creates or adds the remote site settings but if the application does not create remote site automatically, follow the steps below to create remote site settings. You can view added remote site by navigating to Setup, Remote Site Settings and search for ICM URL, which you added by following the steps in the earlier section.
To setup a new remote site:
2. Click Security Controls in the Administer menu in the left pane and then click Remote Site Settings. Alternatively, you can type Remote Site Settings in the Quick Find/Search box. As you type the text, the relevant search result opens. Select Remote Site Settings under Security Controls. The All Remote Sites page opens showing the list of Remote sites.
3. Click New Remote Site. The Remote Site Edit page opens.
After you add the above information on the Remote Site Edit page, you can do the following:
- Save the Remote Site you created.
- Click Save and New to save the Remote Site you created and open the Remote Site Edit page to continue creating a new Remote Site.
- Click Cancel to cancel the process of creating the Remote Site.
Configuring Page Layout
To Enable ICM sections on the added entity (as per the ICM Configuration section) you need to add the ICM custom pages into page layouts. By using the Page Layout Configuration, Admin assigns user access to Contract or Contract Request Related Sections. For example, if you have enabled the ICM Configuration for Opportunity in Salesforce, you need to enable ICM custom pages in Opportunity Layout:
Opportunity (Opportunity Page Layout)
1. You can Edit your existing Page layout (Opportunity Layout) and add two Visualforce pages inside the page layout as follows:
2. On the Opportunity Layout page, click Edit to edit the page layout where you want to add Visualforce pages.
Configuring Data Sync
Once the Contract and Contract Request is created from Salesforce, the data is synced to ICM entities. If the Salesforce entity is edited or changed, user need to update mapped fields in ICM. Ideally, this process is automated. The system should automatically sync the data in the background, without user intervention.
To enable this feature in Salesforce, ICM Service User Authentication Token should be configured and create a process in Process Builder for specific entities. Selected entities will have Data sync functionality. To know more about the Process Builder, visit: https://help.salesforce.com/articleView?id=process_overview.htm&type=0
Data Sync (Salesforce to ICM) Configuration
- Configure Service User Authentication Token
- Configure Entity Process Builder
Service User Authentication Token
To configure Service User Token in Salesforce, follow these steps:
1. In Salesforce, under Setup, search Installed Packages in the Quick Find box and select Installed Packages.
- Disable DS Interval Flow: Click this checkbox to deactivate the Data Sync Interval Flow. Default value false.
- Sync Time Duration: It denotes the sync time duration (in seconds). Default value 10.
- ICM Service User Auth Token: It is the Service User Authentication Token. Contact DevOps team to get this token. and it is existed in ICM, if you want this token contact ICM Configurator.
4. Click Save.
Configure Entity Process Builder
Process Builder configuration is an entity-specific configuration. To configure Process Builder in Salesforce, go through the following steps. In this case, the Opportunity entity will be configured.
1. In Salesforce, under Setup, search for Process Builder in the Quick Find box and select Process Builder.
3. On the New Process popup window, enter Process Name and API Name.
4. Set The process starts when field value to A record changes and click Save.
5. Opp Sync process configuration page opens. Click Add Object, Select Object Name and select when record is created or edited and click Save.
6. Click Add Criteria, enter Criteria Name and select Conditions are met, formula evaluates true or No Criteria and click Save.
7. To configure Immediate Actions, click Add Action, enter the data as per the table below and click Save.
ICM Side Configuration
Mapping Data between Salesforce and ICM
Use the Configuration tile in the ICM application to specify the mapping details between Salesforce and ICM by creating Masterdata records for mapping entities.
Creating Masterdata records for mapping entities
Creating Client App Cross Reference Mapping
1. Log on to the ICM application.
2. Click Configuration on ICM Dashboard. The Configuration page opens.
3. Click Masterdata on the Configuration page. The Masterdata page opens.
4. Click Create Masterdata. Create Masterdata page opens.
5. Provide relevant information in the respective fields:
6. Click Next. The Attributes page opens.
Creating Masterdata for mapping the entities
You can create a Masterdata record for the Contract Type Masterdata that you created earlier. This helps in mapping the entities between Salesforce and ICM. ICM allows mapping this data from any Salesforce entities like opportunity, account, or quote to a Contract Request or agreement by creating the Masterdata record in ICM.
To create a Masterdata record:
1. Click Configuration on My Dashboard. The Configuration page opens.
3. Click Create Masterdata on the Masterdata page. The Create Masterdata page opens.
4. Complete the information in the following sections.
- Masterdata Details
- Attributes
2. Select the Contract Type Masterdata that you created earlier. For the purpose of mapping the data between ICM and Salesforce, select Client App Entity Mapping.
3. Click Next. The Attributes page opens.
5. Click Save to save the Masterdata record and enable mapping between ICM and Salesforce.
Configuration for allowing user to be redirected to ICM Details page in Salesforce
When creating Contracts, Contract Requests and Amendments from Salesforce, Administrators can now configure whether the users should be redirected to the ICM Contract details page or the Salesforce Record page from where creation process was initiated. This can be configured by selecting the Allow Redirect checkbox on the ICM Endpoint Configuration page. By default, the checkbox is unchecked. When checked, the user is redirected to the Salesforce Record page, else to the ICM Contract detail page.
Working with Saved Searches
You can use advanced search option to search for existing entities. You can save these searches and pin them as favorites for easy access. Saved searches can be opened for easy access to the search results.
Performing a Search to Save
1. Click the Search icon tile on the top right corner on My Dashboard page. The Advanced Search page opens.
2. In the Please select Entities to Search field, enter or select appropriate entities from the list and type the keywords to search in the Enter Search here field.
3. Select from these options:
- Metadata: the search is performed in the metadata of the selected Agreement.
- Full Text: the search is performed within the contents of the document of the selected Agreement.
4. After selecting either of the above options, click the Search icon. The list of search results opens.
5. To narrow down your search further, navigate to Search For field. Click Select Field and select an option from the list provided. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, selecting the field Status displays the number of Agreements that have the Status as Draft, Approved, Terminated, Superseded and so on. If you select the status as Draft (select the checkbox next to Draft), all Agreements in the Draft state appear.
6. A list of these Agreements opens as search result in a tabular format. Enhance your search using wild cards as follows:
- Type a search term in between the star characters *...*. It shows existing items which include the respective search term.
- Type *...Prefix* to a search term. It shows existing items which end with this term.
- Type *...Suffix* to a search term. It shows existing items which start with this term.
- Type a search term in double quotes "...". It shows existing items which include the search term.
- Type ...(space)... multiple search terms with space in between. It shows existing items which include the search terms.
Saving a Search
If you have the search criteria defined and need same search criteria repeatedly, it is advisable to save the search. For Configuring Saved Search in Salesforce, we need some of the Data Mapping which includes Salesforce Account and Opportunity Id (which is 18 digit of alphanumeric reference value). That means, if you are defining a mapping of Salesforce Opportunity with Contract Request, then in that contract request create a field/attribute which will hold the salesforce Opportunity id, in the same manner you can create for the account id reference. So create these required mapping to start with Saved Search.
For example, after you map data, attribute like Opportunity ID can be mapped in ICM and Salesforce.
To save the search:
1. Click the Save icon. This opens the Save Search dialog box. Set the parameters for this Saved Search.
2. Type a name for the search. Use a name that you can easily associate with this search.
Click Yes to make it a global search, which means all users of the selected Security Groups and Organization units can view it. Select No to save this search locally, which will not be visible to any other person than the person who is creating it.
3. Specify the Advanced parameters as follows:
You can also save your searches and use the saved search Uniform Resource Identifier (URI) in the ICM Endpoint Settings in Salesforce. You can create saved searches for the following fields that appear in Salesforce ICM Config Settings > ICM Endpoint Settings:
Following is an example of creating a saved search for Contract Opportunity Search URI:
1. On the upper right corner of your ICM page, click Search icon. The Search page opens.
2. In the Please select Entities to search list, select the entity that you want to search such as Agreement or Contract Request and then type the entity that you want to display in the search text box. The relevant search results appear.
3. On the upper right corner of the search results, click Save icon to save your search. The Save Search dialog box is displayed.
4. In the Save search as box, type the name of the saved search as a URI such as SF_OPP_CR for a contract request, or SF_OPP_Contract for a contract request.
Similarly, you can create saved searches for the remaining entities. The entity and field to filter will be different.
Within Salesforce, ICM will be accessible as per the ICM based User context so if there is anything which you need to control at the user end, please control the user settings from core ICM product.
Updating Saved Search Configuration
With this feature, Salesforce administrator can map any of the entity level attribute for executing the Saved Search, provided it is created in ICM as per the attribute configured in Salesforce.
If you do not configure the attribute in Salesforce, the Saved Search still executes based on the Salesforce record ID.
Enabling Single Sign-On
You need to setup single sign-on for Salesforce to work seamlessly with ICM. For more information about setting up single sign-on, refer https://help.salesforce.com/articleView?id=sso_saml.htm&type=0
Multiple Salesforce Instances
With this feature, you can connect multiple Salesforce instances of your organization or organization groups to a single ICM instance. For using this feature, the user needs to create a new `Masterdata record which can be used to define the multiple Salesforce instances. The user needs to add the login details of the configured Salesforce instance machine configuration. Contact Dev Ops team for assistance.
To support Multiple Salesforce instances, you need to add multiple records in Client App Org Reference Contract Type. If the Contract Type is not listed in the system, then it needs to be created.
If the Client Org Reference Contract Type is not already created, create it using the following steps:
To create a Masterdata record:
1. On the My Dashboard page, click Configuration and then click Masterdata. The Masterdata page opens
2. Click Create Masterdata. Provide relevant information in the respective fields and click Next. The Attributes page opens. Provide relevant information in the respective fields:
3. Provide relevant information in the respective fields:
After adding the Org Reference mapping in Client App Entity mapping and Cross-reference mapping, there will be an extra attribute where the user selects the Org for which that particular mapping is synced.
After the Salesforce instance is configured, you can use that Reference Org to define Client App Entity Mapping and Client App Cross Reference mapping.
If Client App Org Reference Contract Type is not installed, you need to create this Contract type, with exactly the same name and attributes. Refer this link for details.
Creating a Contract Request from an Account
You can create a Contract Request if your organization does not provide the privileges to create a contract directly.
2. Select ICM in the top right corner of your Salesforce page to use ICM through Salesforce.
3. Click Account in the top navigation, and click the Account for which you want to create a Contract Request.
4. On the Account Detail page, scroll down to the Icertis Contracts section.
5. Click New Contract Request. The Create Contract Request page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.
6. Select the Category and Request Type based on the request you are creating and click Next.
7. Specify the details of the request on the various sections of this page.
8. Click Next. The Request Summary page opens. You can also click Save if you want to save the changes and create the request later.
9. Click Create Request. The Accounts page opens showing the Contract Request you created in Draft state.
10. Click ICM in the top navigation bar and then click Contract Requests. The Contract Request page opens and it shows the list of available requests.
11. Click View next to the Request you created. The Request Details page opens.
12. Use the buttons in the table below to perform a desired action:
Creating a Contract from an Account
The process of creating a contract from ICM in Salesforce is dependent on the workflow that is implemented in your organization.
To create a Contract from an Account:
1. Log on to Salesforce using your ICM credentials.
2. Select ICM in the top right corner of your Salesforce page to use ICM through Salesforce
3. Click Accounts in the top navigation, and click the Account for which you want to create a contract.
4. On the Account Detail page, scroll down to the Icertis Contracts section.
Click New Contract. This opens the Create Contract page in Salesforce.
5. Complete the details in the sections below and click Next.
Contract Type Details
Enter the following information in this section:
Attributes
This section contains the attributes that the primary owner selected while creating the Contract Type for the agreement, which you are creating. You can also save the details at any stage and return to this page to complete the agreement later. The attributes displayed in this section vary based on the Contract Type you select.
Below is the description of some of the attributes.
Template
This section shows the templates that you created for the selected Contract Type. This section opens only if you select Own type of paper to create the agreement. Select the template from the list.
You can perform the following actions on this page:
- Click Previous to go back and make any changes to the agreement. Click Next to return to this section after making the required changes.
- Click Create to create the Agreement. After the agreement is created it is not visible to all users until it is published by its primary owner.
- Click Create and Publish to create and publish the agreement. After the agreement is published it becomes visible to other users and a Draft watermark opens on the agreement in all states until it is approved by the designated approver.
- Click Create and Send for Approval to create and send the agreement for approval. The agreement is sent to the approvers that are set by rule for the Contract Type selected for this agreement.
- Click Discard to stop the agreement creation process. A discarded agreement is no longer available in ICM. You can discard the agreement from any section while creating the agreement.
Adding Amendment to a Contract
After the Contract is executed, it cannot be edited. However, the primary owner can add an amendment to the Contract that is in the Executed state only.
Amendments are added to a Contract due to following reasons:
- Payment terms of the Contract have changed.
- Scope of work in the Contract has changed.
- The terms and conditions of the Contract have changed due to the introduction of the new regulation.
To add an amendment to a Contract:
1. Log on to Salesforce with your credentials.
2. Click ICM in the top navigation. The ICM page showing the list of Contracts and Contract Requests opens.
3. Select and open the Contract that is in the Executed state. The Contract page opens.
4. Click Add Amendment on the Contract page. The Add Amendment page opens.
5. Make the required changes to the Contract on the Initial Attributes tab and click Next.
6. Click Create. The Amendment moves to the Draft state and opens the Amendment Details page.
7. You can perform the following actions on the Amendment Details page:
After adding an Amendment, it goes through the similar flow of Agreement from Draft till execution.
Creating a Contract Request from an Opportunity
You can create a Contract Request if your organization does not provide the privileges to create a contract from ICM in Salesforce.
To create a Contract Request from an Opportunity:
1. Log on to Salesforce using your ICM credentials.
2. Select ICM in the top right corner of your Salesforce page to use ICM through Salesforce.
3. Click Opportunities in the top navigation, and click the Opportunity for which you want to create a Contract Request.
4. On the Opportunity Detail page, scroll down to the Icertis Contracts section.
5. Click New Contract Request. The Create Contract Request page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.
6. The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract Request from an Account.
Creating a Contract from an Opportunity
The process of creating a contract from ICM in Salesforce is dependent on the workflow implemented in your organization.
To create a Contract from an Opportunity:
1. Log on to Salesforce using your ICM credentials.
2. Select ICM in the top right corner of your Salesforce page to use ICM through Salesforce.
3. Click Opportunities in the top navigation, and click the Opportunity for which you want to create a contract.
4. On the Opportunity Detail page, scroll down to the Icertis Contracts section.
5. Click New Contract. The Create Contract page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.
The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract from an Account.
Creating a Contract Request from a Quote
You can create a Contract Request if your organization does not provide the privileges to create a contract from ICM in Salesforce.
To create a Contract Request from a Quote:
1. Log on to Salesforce using your ICM credentials.
2. Select ICM in the top right corner of your Salesforce page to use ICM through Salesforce.
3. Click Quotes in the top navigation, and click the Quotes for which you want to create a Contract Request.
4. On the Quote Detail page, scroll down to the Icertis Contracts section.
5. Click New Contract Request. The Create Contract Request page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.
6. The rest of the process to create a Contract Request from a Quote is same as Creating a Contract Request from an Account.
Creating a Contract from a Quote
The process of creating a contract from ICM in Salesforce is dependent on the workflow implemented in your organization.
To create a Contract from a Quote:
1. Log on to Salesforce using your ICM credentials.
2. Select ICM in the top right corner of your Salesforce page to use ICM through Salesforce.
3. Click Quotes in the top navigation, and click the Quotes for which you want to create a contract.
4. On the Quote Detail page, scroll down to the Icertis Contracts section.
5. Click New Contract. The Create Contract page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.
The rest of the process to create a Contract from a quote is the same as Creating a Contract from an Account.
Single-click creation of ICM Contract and Contract Request from within Salesforce
ICM integration with Salesforce now enables creating an ICM Contract through Salesforce with a single-click.
Till now, when creating an ICM Contract in Salesforce, the user was required to go through the entire New Contract creation wizard even if all the form values were pre-filled based on existing Salesforce data. With this enhancement, you can now configure and enable the Quick Create button on the Salesforce interface to create an ICM Contract without having to navigate through multiple form pages.
A similar single-click creation capability has also been added to the ICM Contract Request in Salesforce integration.
Support for selectively creating Associations in ICM
ICM integration with Salesforce has been enhanced so that you can now include Associations selectively while creating Contracts from Salesforce. These documents are added to ICM as Associated Documents for that Contract.
For example, when creating a Contract from an Opportunity in Salesforce, you may want to include a relevant pricing quotation as an association to the Contract. With this feature, you are now able to send only the required quotation to ICM, although there may be multiple quotations present for that Opportunity.
Saved Search ID Flexibility in Salesforce
With this release, Salesforce administrator can configure the list of Contracts and Contract Requests displayed in Salesforce entities like Opportunity, Accounts and so on, on the basis of other custom attributes, for example, Social Security Number and so on, rather than the Salesforce system ID. If a specific criterion is not provided, the list of Contracts or Contract Requests will be filtered on the basis of Salesforce system ID by default.
