Configuration of Salesforce

Salesforce requires configuration to display Smile details. Configuration is completed in Salesforce Setup

This task explains how to configure the Salesforce environment.

  1. Navigate to Build > Develop > Custom Settings. Click Manage to the right of Smile Parameters, then click New.
    The Smile Parameters Edit page is displayed. Screenshot showing package components
  2. Enter the SOAP credentials supplied by Inomial in the Smile Parameters Information fields. Click Save.
  3. Navigate to Administer>Security Controls>Remote Site Settings.
    The Remote Site Edit (Managed) page displayed. Screenshot showing package components
  4. Type the URL in the Remote Site URL: field. Click Save.
    The remote site URL is the same as the endpoint URL entered in the previous step.
  5. Navigate to Build>Customize>Accounts>Page Layouts. Update the profile Page Layout(s) for each Salesforce user that will access Smileforce
    1. Add Smile_Account_USN to account layout.
    2. Add a section with a single column.
      The recommended name is Smile - Billing Snapshot.
    3. Add the smileTransactions Visualforce page.
      Screenshot showing package components
    4. Enter 400 in the Height (In pixels) field. Click OK.