Post-Installation Configuration

Configuring the SalesForce dashboard for Zentitle Customer Creation

Adding the 'Create Account in Zentitle' action

You can now configure the SalesForce integration to perform common tasks with which you may be familiar from the Zentitle2 user interface. First, a word on terminology:

An account in SalesForce corresponds to a customer in Zentitle2. Each account in SalesForce maps 1-to-1 to a Zentitle2 customer, and they contain the same business information. Synchronising these platforms will transfer any updates made in either direction between a SalesForce account and its related Zentitle2 Customer.

We start by adding the Create Account In Zentitle action to the Account page layouts. Login to SalesForce and, on the Setup page, go to Object Manager and find the Account item as shown:

Click this link and go to Page Layouts in the Account menu. A list of the page layouts that have been defined for accounts will now be displayed, where there is a link for each item, e.g.

For each page layout, drag the Create Account in Zentitle field from the Mobile and Lightning Actions menu into the Salesforce Mobile and Lightning Experience Actions panel.

It may be necessary to disable Feed Tracking on Accounts. To do this, in the SalesForce quick find box, Feed Tracking as shown:

You will be presented with a menu where you should select Account and uncheck the Enable Feed Tracking box.

PRO-TIP: Use dynamic actions on the lightning page to only show the action when the Zentitle_Customer_ID__c field is blank on the Account.

Assigning users the Software_Entitlements_Admin permission set

In order to use the SalesForce Zentitle integration sample, your SalesForce users must be granted appropriate permissions. To do this, in SalesForce go to Users in the quick find box:

This will display a list of your SalesForce users. For each user to be granted Zentitle integration permissions, click their name link which will take you to the user edit page. At the top of this page you will find the Permission Set Assignments link.

Click this link and on the subsequent page, click the Edit Assignments button.

The following page shows two lists: Available Permission Sets and Enabled Permission Sets. Add Software Entitlements Admin from the available list to the enabled list and click Save.

NOTE CONCERNING SALESFORCE SANDBOXES: If you are deploying to a SalesForce Sandbox, in the quick find go to Setup > Custom Labels and select the label named Zentitle_Sandbox_Override. Click Edit, change the Value to TRUE, then click Save