SideDrawer Salesforce Integration

In order to set up this integration, you will need:
Salesforce account with admin access
SideDrawer account with admin access

This article will cover linking your production Salesforce account to a production SideDrawer account.
For details on linking lower environment accounts (Sandbox, UAT), please contact our Support team at [email protected].

To begin setting up the integration, log into your Salesforce account and download the SideDrawer Connector package:

From your Internet Browser please go to: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tOK0000012pp3YAA

Select to install this package for “All Users”, provide your acknowledgement and click “Install”.

Check the box to grant access. Click Continue, Submit, OK, etc.

Wait for the package to be installed.

If the installation takes too long, wait for the email notification and verify the installation within your “Installed Packages”.

Environment Configuration for Authentication (for Communities and custom apps)
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For normal installations skip this step and go to Configure Permissions step
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Go to Salesforce Setup → User Interface → Sites and Domains → Sites

Scroll down to create a Public Site, by clicking on “New”.

You can also re-use an existing one.

Set up the new site, by completing the mandatory fields. You can use “SideDrawer LWC” or something representative for your future needs.

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For the “Active Site Home Page“, use the “SideDrawer Blank Page“. You can also create your own.

You don’t need anything else, however you may want to complete these other pages, if desired.

All other parameters should be left with the default values.

Proceed to configure the Public Site settings. Click on the Site Label where it says “Public Site”.

We will configure the “Public Access Settings” next, by clicking on the button.

Find and click on the “Apex Class Access”.

Click on the “Edit” button to access the list of enabled Apex Class Access.

You may see a slight different view, as shown below. If this is the case, click on the “Edit” button directly, where it says “Enabled Apex Class Access”.

On the left side, find the Apex Class “SideDrawerLWC.AuthenticationController“ and move it to the right, by clicking the “Add” button, then click “Save”.

Tip: You can click the left panel and start to type to search elements (case sensitive).

Go back to the previous menu. The easiest way is by clicking on “Profile Overview” on the top left.

Find and click “VisualForce Page Access”.

Once you are in, click on the “Edit” button.

You may have a slight different view. In which case, you can simply click on the “Edit” button besides the “Enabled Visualforce Page Access”.

Find “SideDrawerLWC.AuthenticationCallback“ on the left panel and move it to the right by clicking the “Add” button.

Tip: You can click the left panel and start to type to search elements (case sensitive).

This configuration will allow you to determine which user types will have the ability to modify the widget, and which ones can use the widget; as well as which ones can use the Communities features of the SideDrawer Connector.

For your reference, your Salesforce Users can:

From the Salesforce Setup, search for “Permission Sets” (Users → Permission Sets).

Click on the name of the Permission Set you want to assign.

Once inside, click on the “Manage Assignments” button.

On the far right, you will find the “Add Assignment” button, which will open the assistant.

Select the users you want to assign this permission set…

…and confirm the assignment by clicking on “Assign”.

Repeat this process for each one of the Permission Sets you’d like to enable for your Users.

Tip: You can do the Admin first, and leave the rest for a later time.

You will now proceed to embed the SideDrawer Widget in your Salesforce experience.

Start by going to the page where you want to embed the SideDrawer Widget.

Click the set up “cog” icon and select “Edit Page” from the drop down menu.

On the right hand side, you will see a list of “Components”. You can search for the SideDrawer widget. Once you found it, drag and drop the SideDrawer component from the left panel to the layout.

Once you drop the widget in the desired location, click “Save”.

Just in case you are asked, “Activate” the layout.

As a System Administrator with the Permission Set of “SideDrawer Admin“, access any page where the SideDrawer Widget is embedded, then click on “Setup”.

Inside the "Setup" tab let's start by pressing the "Set Environment Type" button.

Environment Type: Scratch, Developer, Sandbox, Production. Select Production and “save”.

The “Set Connection” button will be enabled. Let’s press it and continue.

Environment Type: Sandbox, Production.
Select the Production SideDrawer environment.

The “Authorize” button will be enable. Let’s press it to connect to your SideDrawer Account.

Right now you are connected to your SideDrawer account, press the "Set Tenant" button to select the tenant ID you are going to work with.

Select the tenant ID within the tenant drop down and press the "save" button.

The “Configure” button will be enable in “Settings” section. Let’s press it.

Here you will find where to set widget behaviors such as the visible tabs and the order in which they are presented, the enabled actions and the dedicated owner configuration.

Dedicated Owner: This is the ability to have a master account in your SideDrawer Tenant that will own all data managed and stored for your Clients. Use the corresponding “email address” of the master account designated.

Use Dedicated Owner: Checkbox to turn on the Dedicated Owner function.

User Salesforce as Identity Provider for SideDrawer: Checkbox to allow the SideDrawer authorization popup to bypass and use the user’s Salesforce credentials (Salesforce SSO).

Click “save” button.

Refresh the page and begin using SideDrawer.

If you are a SideDrawer Admin within the Salesforce Connector Permission Sets, you can always click on the little settings button and re-configure the Connector settings.