Installation & Configuration
The Salesforce Connector is pre-packaged and uploaded as a Salesforce plugin which you can install for your organization. Follow this link and enter your login details to access the Salesforce Connector installation page. Enter the password for the package:
Glue42. Choose for which users you want to install the Connector and click the "Install" button:
Wait for the installation to complete and press the "Done" button when the screen for successful installation appears:
To enable the Salesforce Connector, you have to:
set up a custom domain name for your organization in order to be able to use the Salesforce Lightning Utility Bar and custom Salesforce Lightning Components;
attach the Salesforce Connector to the "Sales" Lightning app;
If your organization domain name has already been set up, skip this step.
Setup > Company Settings > My Domain and follow the steps for setting up a domain name for your organization. You have to choose and register an available domain name, login with your new domain name and deploy it to your users.
Setup > Apps > App Manager, find the "Sales" Lightning app and click the "Edit" button:
App Settings > Utility Items and click the "Add Utility Item" button. Search for "Glue42" and click on the "Glue42" item from the item list:
It is recommended to use the default settings for the Connector. You can select the "Start automatically" checkbox to enable the Connector to load and establish a connection automatically before the user clicks on it to activate it, or after a page refresh:
Click the "Save" button to save your changes.
If you have done everything correctly, the Salesforce Connector should be available as a utility item in the utility bar of the "Sales" Lightning app:
Enter a username, password and a Glue42 Gateway address to establish a connection. The default Gateway address is
Note that the username you supply to the Connector has to be the same as the one used by Glue42 Enterprise, otherwise the Connector will not be able to see the Interop methods your apps have registered in Glue42 Enterprise under a different username. By default, Glue42 Enterprise uses the Windows username of the currently logged in user which you can see by right-clicking on the Glue42 Enterprise tray icon or by running the
echo %USERNAME% command in a command prompt.
You can configure default credentials which the Salesforce Connector will use to establish a connection when the page is reloaded or if the user clicks the "Login" button without entering a Glue42 Gateway address, username or password. Go to
Setup > Custom Code > Custom Settings and click the "Manage" button of the "Glue42 Settings" list entry. Enter a default Glue42 Gateway address, username and password:
Next, you have to edit the values for the "LightningURL" and "VisualURL" labels created for the Salesforce Connector. Go to
Setup > User Interface > Custom Labels:
Click on the "Edit" button of the "LightningURL" list item. The value for the "LightningURL" must be the same as the custom domain name for your organization, e.g.
Click the "Save" button to save the changes.
For the "VisualURL", go to
Setup > Custom Code > Visualforce Pages, click on the "Breakout" list item and click the "Preview" button:
Copy only the domain part of the link from the address bar of the newly opened page:
Set this address as a value for "VisualURL" and click the "Save" button:
To uninstall the Salesforce Connector, you need to retrace the configuration and installation steps backwards in order to remove all package dependents first and then the package itself. For the example given in the Actions section this means:
- Remove the Action button from the
Object Manager > Contact > Page Layouts > Contact Layout and drag and drop the "Open Client Portfolio" button from the "Salesforce Mobile and Lightning Experience Actions" section back to the "Contact Layout" section and click the "Save" button.
- Remove the Action from the
Object Manager > Contact > Buttons, Links and Actions, find the "Open Client Portfolio" Action and click the "Delete" button.
- Remove the Salesforce Connector utility.
Setup > Apps > App Manager, find the "Sales" Lightning app and click the "Edit" button. Go to
App Settings > Utility Items and click the "Remove" button on the Glue42 utility.
- Delete the
OpenClientPortfoliocomponent bundle from the resources in the Salesforce Developer Console.
Open the Salesforce Developer Console, go to
File > Open Resource, search for the Component (
OpenClientPortfolio.cmp) and open it. Go to
File > Delete and confirm the deletion of the entire component bundle.
- After all package dependents have been removed, go to
Setup > Apps > Packaging > Installed Packagesand click the "Uninstall" button of the Salesforce Connector package. Go to the bottom of the uninstall page, configure the uninstall settings and click the "Uninstall" button.
Note that if any dependents on the package exist, the uninstallation will fail. See the remaining dependents in the "Problems" section if the uninstallation fails and follow the links to remove them.