ACA Salesforce Opportunities Portlet for Liferay - ACA IT
Contents
1. 3500 Hasselt Jelle Van der Linden Liferay aca it be Initial Configuration Your Salesforce and Liferay administrator need s to configure the Salesforce portlet first via the Control Panel Liferay administrator configuration Portlet Usage Adding the portlet to the page Add the Salesforce Opportunities portlet to a page by using the dockbar of Liferay The portlet is under the ACA category The page can be a site page or a personal page The preferences for the portlet are stored on a per user basis so a user can never access the configuration configured by another user To go to the preferences page click on the wrench icon Authorization The first time you want to use this portlet you ll need to provide your authorization details so Liferay can retrieve your Salesforce data For this a redirect to Salesforce must occur When you have added the Salesforce Opportunities portlet to the page a message appears telling you to authorize by going to the preferences section Salesforce Portlet FfF X oi Please authorize first by going to the preferences of this portlet In the preferences section the status of the portlet is shown together with a button Authorize or Revoke in case an authorization has taken place already Salesforce Portlet amp Return to Full Page Status Not authorized Authorize The action behind the Authorize button will redirect you to the log in page of Salesforce Please provide your Sale2. possibility to create a filter for the Salesforce results based on owner type stage and expertise area e Results per Page select an amount for the number of results to show per page from a predesigned list of amounts e Save save your personal preferences for this instance of the Salesforce Opportunities Portlet By saving your personal preferences and returning to the full page again you will see the paginated set of resulting opportunities for the filter you have applied Front view of the portlet In the full page view of the Salesforce Opportunities portlet a table with the resulting opportunities is shown Salesforce Portlet F X preferences 1 of 2 1 2 b gt bi pagination r Amount Owner Opportunity Account Stage sorting filtering Jelle Van der Linden A great opportunity The best client ever 1 00 Proposal Reviewed Johan Kocur Library Liferay 1 00 Proposal Written Liferay Support Awesome portal The best client ever 51 423 70 Proposal Written internationalization Total 5 opportunities D AC A IT This view has the following features e Use the pagination at the top to go to a different page in the list e Click on an opportunity name to open it in Salesforce e The total amount of opportunities found is visible in the table footer e Sorting of each column is provided by the arrows Click on them to change the sorting order e Each column supports filtering For each columns this is a contains expressi
3. ACA IT SOLUTIONS DELIVER BETTER SOLUTIONS FASTER ACA Salesforce Opportunities Portlet for Liferay Administrator configuration From ACA IT Solutions Ilgatlaan 5C 3500 Hasselt Jelle Van der Linden liferay aca it be Date 10 03 2014 Salesforce Configuration Before you can start using the Salesforce Opportunities Portlet a few configuration steps need to be taken in Salesforce The usage of the Salesforce Opportunities Porltlet needs to be defined as a Connected App in Salesforce How this is achieved is neatly described by Salesforce on the page https help salesforce com apex HTViewHelpDoc id connected app overview htm Eventually you should become a Consumer Key a Consumer Secret and a Callback URL which you will need in the following section in this manual Initial Portlet Configuration Once the Salesforce Opportunities portlet is deployed an entry Salesforce Configuration in the Control Panel becomes available under the Portal section Before the users of your Portal can actually start using the Salesforce Opportunities portlet certain properties need to be configured in this Control Panel portlet Pi Portal el m Users and Organizations Sites Site Templates Page Templates gt User Groups amp Roles m Password Policies J Portal Settings Custom Fields Salesforce Configuration Ze Monitoring m Plugins Configuration Mobile Device Rules Salesforce Remote Acces
4. on except the amount where it is from left to right e The figures in the Amounts column support internationalization for the number format Contact ACA IT Solutions Hasselt P AOT Ilgatlaan 5C B 3500 Hasselt E liferay aca it be Contact hours 09 00 17 30 I ACA IT Solutions Westerlo Nijverheidsstraat 48 D S B 2260 Westerlo S gres Ze ramme K amp Olen Shopping amp Onginal Park fireworks A amp C Noyens NV E liferay aca it be Contact hours 08 30 17 30 Teunenberg E S d aS a m es p ZS ammend a Loofven A i e 9 c E c Ki I we Pop aah t ee 8 E at gat a a Meche mechelsest Mechelsestraat 2 Mechelsestt 3 Sesrt 2 3 aar 3 amp e G 3 3 yuwredings 9 2 E 3 A A 8 2 Ap a
5. s page parameters Upon entering the Salesforce Configuration portlet you will be presented with a small form that requires you to provide some global configuration concerning the remote access to Salesforce as described below Salesforce Configuration Consumer Key Consumer Secret Redirect URI Connect to production Disable checkbox to connect to sandbox Currency Save Field Description Example Consumer Key This is needed as a parameter at several stages 3MVG9Gmy2zmPBO01p45NOc82kqJc of the OAuth2 authentication process It can be fUfZL7gG9HJucswKOMROWhGDKk6 found as a Salesforce administrator at PtxNmOAffpzB9R3tzaYEEKZOhO0aZ salesforce com You can find it at the following V location user name gt setup gt Develop gt Remote Access gt Application Name gt Consumer Key Salesforce Help about Remote Access Consumer At the same location as the consumer key the 3914023905717280354 Secret consumer secret can be found Redirect Uri Url needed for Salesforce to return to the servlet http localhost 8080 delegate OAuth Servlet of your application your Liferay host needs to be Code in the url and this is the call back url found next to the consumer key and consumer secret Salesforce Flag to indicate that data will be retrieve from a Production Salesforce Production Environment Data or Data Salesforce Test Environment Currency Currency label that will be prepended to all EUR monetary values in columns Amoun
6. sforce username password combination and click on the log in button You will be redirected again this time back to the Portal where the preferences section is expanded with new options salesforce i User Name Password Log in to Salesforce Remember User Name Test drive Salesforce How small business See it in action succeeds with for 30 days Forgot your password Salesforce Start now Signup See how Copyright 2000 2014 salesforce com inc All rights reserved Configuration of the Salesforce Opportunities portlet In the preferences section of the Salesforce Opportunities portlet an authenticated user can define a fixed filler according to his or her wishes The visible columns and pagination details can be configured as well Salesforce Portlet amp Return to Full Page Status You are authorized successfully Revoke Visible columns Visible columns Filter on Values Owners Types Stages Expertise Areas v Results per page g5 A ACA E Here is a short description of each of the possibilities e Status status information showing whether or not you are authorized or not An accompanying button to Authorize or Revoke will be shown respectively e Visible columns allows you to select the columns you would like to see in the front end Initially no columns are selected so no information will be visible in the full page e Filter on Values provide you the
7. t and Expected Revenue Can take any text up to three characters Click on the Save button to store the provided data so end users of your Portal can start using the Salesforce Opportunities portlet on their pages H QAdd Yv Manage Y df a Congratulations you have now successfully configured the Salesforce Search applications searches as you type Opportunities Portlet and your end users can start using it They can find it in the category named ACA gt ACA 13 Salesforce Portlet Collaboration Community L L a a E E Content Management Finance News Sample Shopping Social Tools Wiki E E ENSE E EE png 4 Drag a portlet to place it on the page Install More Applications Contact ACA IT Solutions Hasselt Ilgatlaan 5C B 3500 Hasselt E liferay aca it be Contact hours 09 00 17 30 ACA IT Solutions Westerlo Nijverheidsstraat 48 D B 2260 Westerlo E liferay aca it be Contact hours 08 30 17 30 s SH M Schers esy raar Teunenberg a d Nieuwe Hoevestraat Mecheisestraat Meche sestraat 28 P AOT Mechelsesiraat eens woo ugue I E Rape ingen gres Lamme Mery a Olen Shopping amp Original Park fireworks ARC Noyens NV Ki A Sey NL ik Ser ACA IT SOLUTIONS DELIVER BETTER SOLUTIONS FASTER ACA Salesforce Opportunities Portlet for Liferay User manual From ACA IT Solutions Ilgatlaan 5C
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