Help center
Help center
Breadcrumbs

Salesforce Integration Guide

Introduction

This document will guide you through the steps to integrate Surfly into your Salesforce app

Before You Begin

To find the REST API key, please log in to the Surfly dashboard and navigate to Settings > Integration.

Steps to integrate

  1. Install Surfly in your SalesForce app using the following link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKC0000008sX8

image-20231201-121935.png
Once Surfly is installed you can find it in your Salesforce Setup → Apps → Packaging → Installed Packages


  1. Now, you can create a new page or edit an existing page from Lightning App Builder (Salesforce setup → User interface →Lightning App Builder)

image-20231201-122538.png
As an example, to add Surfly as a component to a new page in the Lightning App Builder. Simply drag and drop Surfly to the required layout
image-20231201-122837.png
Result of the drag and drop performed previously

  1. Once Surfly is added to the component, save the page and activate it.

image-20231201-123252.png
Once the page is saved and activated, Surfly will be visible inside the page

Using Surfly

  • You can start a Surfly session on a webpage by typing a valid URL or join an existing session by entering the unique 4 digit PIN generated by another user.

  • To enable a video-chat session use the highlighted toggle below

image-20231201-123705.png

  • Users with the Admin privilege can also access Surfly settings using the highlighted button below

image-20231201-123938.png

  • If you ever need to update the domain through which you access Surfly or modify your Surfly account's widget-key, kindly use the highlighted button below.

image-20231201-124520.png
It will prompt a dialog box where you can update your new key and/or domain name


Please reach out to Surfly Support team at support@surfly.com for any related questions.