Install Syncplicity Panel

The following topics are for Salesforce administrators to integrate Salesforce with the Syncplicity Panel application.

Install the managed package

Use this procedure to install the Syncplicity Panel managed package in production or sandbox.

Before you begin:

  1. Click the URL for the Syncplicity for Salesforce package that Syncplicity support sent you.
  2. Log on to Salesforce as an administrator.
  3. Select one of the following:
    • Install for All Users
    • Install for Specific Profiles
    • Install for Admins Only
  4. Click Install. The message Installation Complete is displayed.
  5. Click Done .

Next step:

Assign the Syncplicity Panel permissions

If you installed for Specific Profiles or Admins Only in the previous procedure, use this procedure to assign Syncplicity Panel permission sets. Do this when the administrator:

  • Has not or does not want to install and grant access for all users.
  • Created a profile after installing the package and wants to grant access to the new group.
  • Has a custom administrator profile where the Syncplicity tab is not accessible.

The permission sets are:

Syncplicity Admin Assign to users who administer integration and have a custom admin profile.
Syncplicity User Assign to users who use the application.

Skip this procedure if you installed for all users and go to the next procedure.

Installing the Syncplicity Panel the first time gives an option to install the package to all users. If you do not install for all users, administrating and using the integration requires granting the Admin and User permission sets.

  1. Log on to Salesforce as an administrator.
  2. Select Setup.
  3. From Quick Find, locate and click Permission Sets.
  4. On the Permission Sets page, click Syncplicity Admin or Syncplicity User.
  5. Click Manage Assignments.
  6. Click Add Assignments.
  7. On the Assign Users All Users page, select the users who need the permission and click Assign and Done.

For example, the following graphic shows some selected users. Next action is to click Assign followed by Done.

Configure Salesforce permissions for users

If you installed for All Users, use this procedure to set permissions for users of Syncplicity for Salesforce. If you installed for Specific Profiles or Admins Only, skip this procedure and go to the previous procedure.

Part 1

  1. Log on to Salesforce as an administrator and click Setup.
  2. From Quick Find, locate and select Connected Apps. Navigate to Manage Connected Apps.
  3. Navigate to SyncplicityForSalesforce on the Manage Connected Apps page and click Edit.
  4. On the SyncplicityForSalesforce page under OAuth Policies, set Permitted Users to Admin approved users are pre-authorized and click Save.

Part 2

  1. In Salesforce as an administrator, from Quick Find, locate and select Users and then select Profiles.
  2. On the Setup Profiles page, navigate to the System Administrator profile and click Edit.
  3. In the Connected App Access section, enable SyncplicityForSalesforce  and click Save.

Part 3

  1. On the Setup Profiles page, navigate to the Standard User profile and click Edit.
  2. In the Connected App Access section, enable SyncplicityForSalesforce and click Save.

Part 4

The following steps are for to disabling the Syncplicity Custom App for users with a non-administrator profile.

  1. Log on to Salesforce as an administrator and click Setup.
  2. From Quick Find, locate and select Users. Click Profiles.
  3. On the Setup Profiles page, navigate to the Standard User profile and click Edit.
  4. In Custom App Settings, deselect SyncplicityForSalesforce .
  5. Under Custom Tab Settings, set Syncplicity Settings to Tab Hidden and click Save. The Syncplicity Custom App is disabled and hidden for the users of any non-admin profile with these settings.

Repeat the last three steps in part 4 for all other profiles that require Connected App Access.

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