Salesforce Integration Guide
Introduction
This document will guide you through the steps to integrate Surfly into your Salesforce app
Before You Begin
You will need a widget-key belonging to the Surfly account created for you. Please contact Surfly Service team via support@surfly.com to obtain the same.
Upon obtaining the widget-key, proceed with the integration by following the steps outlined below. During the installation, you will be prompted to enter the widget-key.
Steps to integrate
Install Surfly in your SalesForce app using the following link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t7S0000000cfo
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Once Surfly is installed you can find it in your Salesforce Setup → Apps → Packaging → Installed Packages
Now, you can create a new page or edit an existing page from Lightning App Builder (Salesforce setup → User interface →Lightning App Builder)
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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
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Result of the drag and drop performed previously
Once Surfly is added to the component, save the page and activate it.
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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
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Users with the Admin privilege can also access Surfly settings using the highlighted button below
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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.
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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.