SMHelper is integrated fully with salesforce.com. This section will explain installation and implementation of the salesforce.com connector.
Overview
One of the great features of SMHelper is that it completely integrates with salesforce.com The integration is done within salesforce.com and is initiatied by visiting the SMHelper salesforce.com installation package. After visiting this page you will login to your salesforce.com account.
If you are not already logged into salesforce.com, you will be prompted to login to your salesforce.com account https://login.salesforce.com/, as shown in the login screen display below (screen 1.1)
Screen Display: Screen 1.1
After logging in, you will be directed to the salesforce.com package installer that has SMHelper, as shown in screen 1.2.
Screen Display:Screen 1.2
2) Installation of SMHelper Package
Step 1
To begin installing the package, click on the continue button shown in Screen 1.2. You will be directed to a page with steps for installing the SMHelper connector.
The first step is Approving Package API Access. These settings control the access that s-controls and other components in this package have to standard objects via the API. The access will still be constrained by the user's profile. You can view and edit the package API access to standard objects after the package is installed from the package detail page. You also can set object privileges in this step, that is, giving users permissions and privileges to read, create, edit or delete objects.
Please read carefully the instructions and information before proceeding to the next step. When you are ready click on the Next button.
Screen Dispaly: Screen 2.1
Step 2
The package is ready for installation, thus you may click on the button install, as shown in screen display 2.2, and you will be notified that the package is being installed, as shown in screen display 2.3.
Screen Display 2.2
Screen Display:Screen 2.3
Install Complete
When installation is complete, you will be directed to Screen Display 2.4, which has the information below:
The components contained in this package have been successfully installed.
The final steps in the install process are to:
Change the visibility settings for any installed documents, reports, dashboards, letterheads, email templates, and custom fields on standard objects. By default, these components are visible to all users.
Set the Running User for any installed dashboards; by default, it is set to you.
Specify the appropriate recipients for any installed workflow tasks.
Specify the appropriate assignees for any installed workflow alerts.
Specify the appropriate user for workflow field updates that modify the Owner field or user lookups; by default, it is set to you.
Configure any additional settings for this package from the package detail page.
After reading all the notes provided in the screen, you can click on "View Package Contents" button, to view all the contents that have been installed.
Screen Dispaly:Screen 2.4
Package Contents
The package details screen is shown in screen display 2.5. From this screen you can:
Enable restrictions for API Access to your organizational objects. To do this, click on the link in square brackets "Enable Resctrictions", which will direct you to Screen 2.6. Here you can give permissions and privileges to your users.
You can uninstall the SMHelper package.
You can see the dependencies information for SMHelper.
Screen Display: Screen 2.5
Settings/Setup
After changing access privileges you can view your installed package. To do this, select the link View Installed Packages in App Setup in the left panel, as shown by the arrow in screen display 2.5. The resulting screen will be as shown in screen display 2.6.
Screen display 2.6
The next step is to change the App Setup settings.
a) Contacts Page Setup
On the left pane, also acting as the contents pane, go to the "App Setup" and click on the plus [+] sign next to Customize to open the contents under Customize. Scroll to Contacts and click on the [+] sign next to it and then click on Page Layouts to open screen display 2.7.
Page Display: Screen 2.7
You can edit your contact page layouts. Click on the edit link. The page that will follow is where you can do all the editing that you want.
To set your page layout, select items from the right-hand box, and drag them to a page layout section on the left.
You can select and move multiple items together by using Ctrl+click to select items individually or Shift+click to select a group of items.
To rearrange the sections on the page layout, select the section header, and drag it to the desired location.
To change the properties of a field, related list, s-control, or the Detail Page Buttons item, double click it.
Note that s-controls can be placed only in field sections.
Once you are done with all your editing you can save the changes made, or have a preview before saving the changes. You also can cancel the changes you have made. See the Screen display 2.8 below for the contact page editing.
Screen Display: Screen 2.8
You can create a new section for SMHelper within your contact page, just click on the "Create New Section" button on the screen above. Then the screen below will be displayed. Under Name, type SMHelper, and under Columns, set it to "1Single"
Screen Screen: Screen 2.9
When you click on OK, you will see the SMHelper section somewhere at the bottom of the page. If you click on the blue part of the SMHelper section, you can drag it to a desired new location
Still on the Contact layout page properties, on the right pane there is a category with the label "View". Click on it to select "Custom S-Control". In the results provided, you will see SMHelper. Click and drag it to the new SMHelper section that you created. Click on the "Save" button to save the changes made on the page.
b) Accounts Page Display Setup
The next step will be setting up the Account still under the App Setup. Click on the [+] sign next to Accounts, and click on Page Layouts. You will be presented with Screen Display 2.10 shown below
Screen Display: Screen 2.10
Click on the Edit action for Account Layout, a similar page to that of Contact Display will appear, and you can set your page by clicking and dragging objects to where you prefer, just like the one for Ccontact Page Layout. Preview or save any changes you have made.
Create a new section, and name it SMHelper, a similar process to the Contact setup, and drag it to a location of your choice. Select the Custom-S Controls from the view list, and click on SMHelper control, dragging it to the SMHelper section you created, and save the changes.
c) Repeat the same procedure for "Leads".
d) Click on the Contacts tab on the Salesforce CRM screen menu. You should be presented with the screen below.
Screen Display:Screen 2.11
If you do not have any contacts on your contact page, you can add some. After adding you can click the Contact tab again to display your added contacts. Click on a contact to view the details, as shown below.
Screen Display: Screen 2.12
Below the SMHelper bar, you will see the following message "This is SMForce demonstration. You can use it on 28 more contacts. Use on this" Click on the link "Use this" and you will get all the related news information about your added contact from Google news, Google blogs and Twitter as shown in the screen display below. You also can use the link "Go to Your SMHelper Account >" to go to your SMHelper Account.
Screen Display: Screen 2.13
Clicking on the Google News button will give you news related to your contact from Google News. With Google Blogs. You will have a list of links that have blogs about your contact, as well as the twitter button.
3) Uninstalling SMHelper Package
To uninstall SMHelper, click on the Setup link on your salesforce.com account. Under "App Setup" click on View Installed packages. You will be presented with a list of packages that you have installed, and SMHelper will be one of them. Click on the Uninstall link on the Action heading. (See screen 3.1 below)
Screen Display:Screen 3.1
Read the warning carefully before uninstalling. If you are sure that you want to uninstall, click the check box, then click Uninstall button
You might encounter a problem with uninstalling, if SMHelper is being used by another control as shown below.
Screen Display:Screen 3.2
To solve this problem, go to the App setup of each of the controls, edit the page layout and delete the SMHelper section that you created. In this case I would go to the Edit Account Layout, Contact Layout and Lead Layout, and delete SMHelper. Remember to save after each deletion. After deleting try uninstalling again, and this time it should be succesful.
After succesful uninstallation you will be directed to the view Installed Packages screen. There will be uninstallation information with status as pending. Don't worry, it does not mean that your uninstallation was not successful. Refresh your page, or click on "View Installed Packages". You will see the screen below
