Installing the managed package

The DocuMotor Salesforce adapter is distributed using a managed package that is coming soon to the Salesforce AppExchange. The package contains all necessary components to configure and use DocuMotor capabilities in Salesforce, which are:

  • Apex classes
  • Admin page (lwc)
  • DocuMotor button (lwc)
  • Remote site setting
  • Custom auth object
  • Static resources

How to install?

Reach out to Omnidocs to get the installation link to the latest release of the DocuMotor managed package.

Replace {login} from the URL with your salesforce tenant name and type it in your browser. You will now be presented with the following page:

There are four steps that you need to complete to install the package.

  1. Type in the password – provided by Omnidocs
  2. Select the application to be installed for all users. (The location of the Admin page as well as the permissions are controlled by you)
  3. Until our package is approved in AppExchange, you need to tick off the “I acknowledge…” checkbox.
  4. Click Install.

The package will now be installed in your Salesforce tenant.

Once completed, you will be able to see the installed package under Installed Packages in the setup view.

To complete the setup, you will need to deploy the Admin page to the default home page view. You can control where this page should be located. Our suggestion is to do the following:

  1. Go to Setup
  2. Go to Lightning App Builder
  3. Locate DocuMotor page (App page)
  4. Click Edit
  5. Once navigated to the page view, click Activation in the top right corner as shown on the image below.

6. You will now be presented with the Activation wizard. Go to the Lightning Experience tab, select the Sales app and define the location of the DocuMotor Admin page to the right. Once done, press Save.

DocuMotor adapter is now installed including all components in your Salesforce tenant and you can start using it. Go to the Sales view in your Salesforce tenant and locate the DocuMotor admin page in your tabs.

Authentication step

In order to make successful queries to DocuMotor, we will need to authenticate with your DocuMotor tenant. Go to the DocuMotor admin page and you will be presented with two sections.

The section to the left contains the authentication details, whereas the right-hand section contains a setup guide. Once authenticated, the query designer will be present in that section instead of the guide.

Let’s focus on the left section first. You will need to fill out the form fields with the following details:

  1. Base address: which is:
  2. Unit Id: which can be found in the URL when logging in to DocuMotor tenant and going to any unit tab – /unit/unitId/
  3. API secret: which can be found under a unit -> management -> API Secrets.

Click Enable once all fields are filled out. You are now ready to configure some queries.