Salesforce Integration


Celoxis Salesforce app helps bridge the gap between your sales and delivery teams, thereby improving business outcomes. This app is freely available on Salesforce.com AppExchange

This App allows sales representatives to create multiple Celoxis project per Salesforce.com opportunity. In addition, there is a ‘Celoxis Projects’ Tab, which lists all Celoxis projects created across all opportunities for quick and aggregate viewing at account/client level. This app can be used across all Salesforce.com editions.

How it works

After you install and configure the Celoxis app in Salesforce successfully,

  • In Salesforce, you will see a widget where for every opportunity, you can create a new project or see the project itself (after creation). You can see the details of the project right from this widget. The first time, in the widget, you are asked to authorize by entering your Celoxis credentials.

  • In Celoxis, a new custom field called SF Opportunity ID is created and attached to projects. This is unique ID for every project created from Salesforce.

The project is created only when you explictly create one; no automatic data transfer or sync happens in the integration.

Installing Celoxis App in Salesforce

Installing the Celoxis App for Salesforce is a one-time activity that needs to be done by the admin or developer of Salesforce.

  1. Go to the AppExchange and search for Celoxis App.
  2. Click on the Get it Now button.
  3. You will be prompted to login to the AppExchange.
  4. On the Confirm Installation Details page, check the box for agreeing with the T&C and then click on Confirm and Install.
  5. On the new page, select option Install for All Users. This option is only visible for Enterprise and higher editions.
  6. Click on Install.
  7. There is no progress bar when the app is being installed. You will see the below screen when the installation is complete.
  8. You will also see the Celoxis App listed under the Installed Packages:

Congratulations! You have successfully installed the Celoxis Salesforce App. Lets move on to configuring this app for the Sales team to use.

Common Issues

Following are the common errors/issues you might encounter when installing the Celoxis App:

  1. Error: Package install error. There are problems that prevent this package from being installed.
    Reason: You might already have an instance of the Celoxis app installed in Salesforce.

  2. Error: Package Install Error. There are problems that prevent this package from being installed. Missing feature: Apex Classes
    Reason: Celoxis Salesforce App uses Apex classes, which are not supported on 30 day trials. Please purchase your Salesforce.com edition before you can install the app. Alternately, you can install the app in a free Developer Edition trial account to get a test drive.

The Celoxis Salesforce App needs to be configured before you can start creating project from Salesforce. The following steps will guide you with the same:

Configuring the App:
  1. Once the Installation is complete, click on the Configure button

    OR
    Go to the Setup page, by clicking on the Setup menu.
    On your left-side, under the Build section, click on Installed Packages.

  2. For the Celoxis App, click on Configure.

  3. In the new-pop-up window, under Url, enter the URL of your application. In case of SaaS customers, the Url will be populated with https://app.celoxis.com/psa/force.do If you are an SaaS user, you do not have to change anything here.
    On-Premise customers need to enter URL as https://servername:portnumber/psa/force.do
  4. Under the Project Templates, enter a term which will be used to search for projects in Celoxis and only matching projects will be shown in the list for creating a project. This field is optional; not speciying anything will show the entire list of projects.
  5. Click on Save and close the pop-up window.
  6. ONLY FOR ENTERPRISE AND HIGHER VERSIONS:
    Salesforce editions that support Profiles are recommended to manage their user profiles to set who can access the Celoxis app. For this, you need to set the profiles and users so that the users can access the app.
    1. Go to the Setup page, by clicking on the Setup menu.
    2. On your left-side, under the Administer, expand the Manage Apps and click on Connected Apps.
    3. Click on Edit and under OAuth policies section, for the drop-down *Permitted Users, select Admin Approved users are pre-authorized.
    4. Click on Save.
    5. Now, click on the Celoxis Salesforce App link.
    6. Scroll down to profiles and click on Manage Profiles.
    7. Ensure that you have selected the appropriate profiles which will be accessing the app and click on Save.
  7. You can also edit OR create a new profile which can access the Celoxis App.
    1. Go to the Setup page, by clicking on the Setup menu.
    2. On your left-side, under the Administer section, click on Manage Users and then Profiles.
    3. You can edit an existing profile and let this profile access Celoxis app.
      OR
    4. Create a new profile which can access the Celoxis app. Ensure that when creating the profile, under Connected App Access, you you checked the Celoxis App.
  8. You need to now add new users or edit existing Users to use this profile.
    1. Go to the Setup page, by clicking on the Setup menu.
    2. On your left-side, under the Administer section, click on Manage Users and then Users.
    3. You can edit and existing user to use the profile you created or edited to use Celoxis App. Create new user and select the profile created for or edited to use Celoxis App.
Customizing the Opportunity layout

You now need to configure your Opportunity page layout to start using the Celoxis App.

  1. Go to the Setup page, by clicking on the Setup menu.
  2. Click on Object Manager.
  3. Click on Opportunities.
  4. Click on Page Layouts on th left-hand side.
  5. Create a new layout (recommended for Salesforce edition supporting multiple layouts)
    1. Select an existing layout from the drop-down for Existing Page Layout.
    2. Give the new layout a suitable name for Page Layout Name such that it is easy to distinguish.
    3. Click on Save.
    4. Now, you need to edit the new layout OR for the existing layout, click on VisualForce Pages and from the adjacent section drag-drop the Section to the location you desire below.
    5. After you drag the section:
      1. Give the section a suitable name say "Celoxis Projects".
      2. Under Layout, select 1-Column
      3. Click on OK.
    6. Now, drag the Celoxis Project, in the "Celoxis Project" section.
  6. Edit the Celoxis Project you just dropped and set the Height (in pixels) to 600.
  7. Check the Show scrollbars box.
  8. Click on Save.
  9. Now, on the Opportunity Page Layout page, click on Page Layout Assignment. This step is valid for Salesforce editions at support multiple layouts i.e Enterprise and higher.
  10. Click on Edit Assignment.
  11. Select the profiles for which you want to assign the page layout.
  12. Under the Page Layout To Use drop-down, select the layout you just created.
  13. Click on Save.

You have now configured the Celoxis Salesforce App. Lets look at using it for creating project.

Common issues while configuring

Following are the general error you will observer if you have missed a step:

  1. Error: Load unsafe content or Please reload your browser message (even after refreshing browser window)
    Reason: Occasionally your Celoxis configuration URL may not have 'https' that may cause this issue. Please verify that your configuration URL has 'https://'. Login in as administrator into your Salesforce.com account.
    Go to Setup > Installed Package. Click on 'Configure' link next to "Celoxis". In the URL field, change the http to https. Save changes. Now try accessing your Salesforce Opportunity page.

  2. Error: Oops, there was an error rendering Force.com Canvas application [CeloxisApp]. You don't have permissions to view application with namespace [celoxis] and API name [CeloxisApp]. Click to configure.
    Solution: When accessing an Opportunity, in the Celoxis section you see this. To resolve
    1. Go to Administration Setup > Manage Apps > Connected Apps > Click on the Celoxis App.
    2. On the new page, scroll down to the Profiles section and click on Manage Profiles button.
    3. Select the profiles you want to enable access for Celoxis app and click on Save. You should now see the Celoxis section.

  3. Issue: You see the Celoxis section on the opportunity page, but its grayed out.
    Solution: You need to increase the Height in Pixels of the Celoxis section to min 600 on the opportunity layout page.

  4. Error: SSL protocol error on app layout page in the Celoxis layout.
    Solution: When configuring Celoxis app, check that the Celoxis URL is entered correctly with the correct protocol (use: https://) and correct portnumber.

  5. Issue: The section to create project in Celoxis is not visible on the Opportunity page.
    Solution: The Opportunity layout page either not configured correctly OR the user's profile is not selected for the layout created for Celoxis (For enterprise and higher editions).

  6. Issue: The Celoxis Salesforce App might not be visible properly using an IE browser.
    Solution: It is recommended to use one of the supported versions of IE and set the options mentioned in the link.

Once you have installed and configured the Celoxis Salesforce app, you can then create a project in Celoxis via the Opportunities module in Salesforce. Lets look at how:

  1. Click on an existing Opportunity or Create a new one by clicking on New.
  2. Go to an existing Opportunity page or add a new opportunity. For this app, if the OAuth policies is set to All users may self-authorize, you will see a pop-up window as below. Click on Allow to authorize yourself.
  3. After you click Allow, you will see the Celoxis login page in the Celoxis Project section.
  4. Upon logging in with the Celoxis credentials, you will see a message "You do not have a project. Click here to create a project for this opp."
  5. Click on the Click here link to create a project for this opportunity.
  6. You can select the Project Template from the available list.
  7. The Client drop-down will be automatically populated with the client (Account Name in Salesforce) if the client already exists in Celoxis.
    Else, you are shown the option to create the client in Celoxis.
  8. Click on Next.
  9. On the Clone Project pop-up, Enter a new name or it will be auto-populated with opportunity name as entered in Salesforce.
  10. Select the Manager, Start Date, and the Phase of the project as required.
  11. On the same pop-up, under the Custom Fields tab, a custom field: SF Opportunity Id is shown which has the same ID of the opportunity in Salesforce. This helps in mapping.
  12. Click on Clone.
  13. A new project is created in Celoxis and the details page of the project is displayed.
Reports

You can customize your view to see the projects you have created in Celoxis via Salesforce by clicking on the '+' sign and then click on Customize My Tabs.

By default, the projects where you are the creator will be shown in the report. The Name of the project is clickable. You can use the browser back button to go to the original report if you navigate to any project.

Before you proceed with the actual uninstall steps, you need to first delete the references made to the Salesforce Opportunity page layout.

To remove the page layout reference:

  1. Go to the Setup page, by clicking on the Setup menu.
  2. On your left-side, under the Build section, expand the Customize option.
  3. Under this option, expand the Opportunities option and then click on Page Layouts. In Group and Professional editions, you need to click on Page Layout.
  4. Now, on the Opportunity Page Layout, click on the Edit link and remove the section you have added for Celoxis Projects.
  5. Alternatively, in Enterprise or Developer editions, you can delete the layout itself if you had created a separate one. You will have to select a new layout for the replacement.

Once, this is done, you can proceed with the actual uninstallation steps.

  1. Go to the Setup page, by clicking on the Setup menu.
  2. On your left-side, under the Build section, click on Installed Packages.
  3. Click on Uninstall link besides the Celoxis app.
  4. On the Uninstalling a Package page, scroll to the bottom and
    1. Select Do not save a copy of this package's data after uninstall. Click on the Ok button displayed on the message box.
    2. Check the option Yes, I want to uninstall this package and permanently delete all associated components.
    3. Click on Uninstall button.

The Celoxis app will be deleted from your Salesforce account.