Power Tools Setup

Lightside Power Tools Installation

Install guide with recommended settings eg Install for Admin only and setup permissions for Email Attachments and other stuff as needed

Power Tools Setup Tab

There is a Power Tools Setup tab available within the Power Tools App. Before using any of the Power Tools, please open this page. The page will create the remote site settings required for Script Library, Deployment and Code Coverage Charts to work.

If you recieve any Unauthorized Endpoint errors, please go back to the Power Tools Setup Tab to ensure all required Remote Sites are created. If you have futher Unauthorized Endpoint Errors, please review the Remote Site Settings Requirement section below.

Salesforce Status

Remote Site Settings Requirements

For certain functions of Lightside Power Tools to work, a number of remote site settings are required. The following remote site URL's may have been created for you already but if they don't exist or have been deleted, please ensure they are made available and active.

The Remote Site URL's required are: Note: {Your Domain Name} should be replaced with just that... your salesforce instance Domain Name. {Instance Number} should be replaced with your Instance Number eg NA1, EU1, AP2, CS87 etc

You can find you Instance Number by going to https://status.salesforce.com/status and clicking on the My Domain button. Salesforce Status Then:
  1. Enter Your Domain
  2. Click on Search
  3. View your Instance Number
  4. Salesforce Status

Permissions for lightsideapps__Lightside_Apps__c Object

The Lightside Power Tools Package contains an Object with a label of Lightside Apps and API name of lightsideapps__Lightside_Apps__c. This is used to ensure specific field types are available to users in many of the Power Tools Visualforce pages.
Lightside Apps Object List
Lightside Apps Object Details

Please ensure that:

Lightside File and Attachment Email Setup

Visualforce Permissions

You will need to setup Permmissions to the EmailAttachments Visualforce Page and EmailAttachmentsController Apex Class for all User Profiles that will be using Lightside File and Attachment Email.

To setup Permmissions for the EmailAttachments Visualforce Page, go to:
  1. Setup
  2. Develop
  3. Visualforce Pages
  4. Find the EmailAttachments Visualforce Page and click on Security.
    EmailAttachments VF Page
  5. Select relevant Profiles, and
  6. Click Add (right arrow)
    EmailAttachments VF Page Security
  7. Click Save
    EmailAttachments VF Page Security

Creating a Custom Button for File and Email Attachments

From the Object you would like to add the File and Email Attachments page, and
  1. Go to the Buttons, Links, and Actions section
  2. Click on New Button or Link.
    New Custom Button
  1. Give the button Label, Name and optionally a Description
  2. Select Detail Page button as the Display Type
  3. Select Display in existing window without sidebar or header as the Behaviour
  4. Select URL as the Content Source
  5. The actual URL should be /apex/lightsideapps__EmailAttachments?id={!Object.Id}. Where Object is the Object that this button is for eg {!Account.Id}
  6. You can also add 5 optional parameters:
    1. TemplateId: The Id of the Email Templage the page should default to (if this parameter isn't provided no template will be pre-loaded).
    2. ShowTemplates: Set to false to remove the option to select an Email Template on the page (if this parameter isn't provided it will default to true)
    3. ShowOrgWideEmails: Set to true to allow the user to select from Org-Wide Email address listed in the lightsideapps__Org_Wide_Email_Id__c Custom Setting, as the sender of the email. Without this parameter (or if the parameter is not true) the email will be sent from the current user. The Id's of the Org-Wide Email Addresses to be available to select must be stored in the lightsideapps__Org_Wide_Email_Id__c Custom Setting.
    4. cc: A comma deliminated list of email addresses that the email will be Cc'd to eg cc=emailcc@address.com or cc=emailcc@address.com,secondemailcc@address.com
    5. bcc: A comma deliminated list of email addresses that the email will be Bcc'd to eg bcc=emailbcc@address.com or bcc=emailbcc@address.com,secondemailbcc@address.com
      Note: if Compliance BCC Email is turned on in your Org, all Bcc emails are disabled and this parameter will not function
    e.g. /apex/lightsideapps__EmailAttachments?id={!lightsideapps__Lightside_Apps__c.Id}&TemplateId=00X28000001ImRrEAK&ShowTemplates=false&ShowOrgWideEmails=true&cc=emailcc@address.com,secondemailcc@address.com&bcc=emailbcc@address.com,secondemailbcc@address.com

LighsideGroup Task Setup

There are 2 fields used for Lightside Group Tasks: Keep in Sync and LSA_GroupID.

Keep in Sync is used to identify Lightside Group Tasks that should remain synced and this field needs to be made editable to all Profiles that will be creating Group Tasks; and added to all Task Page Layouts. LSA_GroupID stores a unique id on all Group Tasks and although access is not specifically required to be setup for users, it is a good idea to make it visible by system administrators for any reporting/troubleshooting required.

The following instructions must be completed by a Salesforce Administrator.

'Keep in Sync' and 'LSA_GroupID' Field Permissions

Go To:
  1. Setup
  2. Customize
  3. Activities
  4. Activity Custom Fields
    Activity Custom Fields
  5. Click on either Keep in Sync or LSA_GroupID
    Custom Activity Fields
  6. Click on Set Field-Level Security
    Set Field-Level Security
  7. For both Keep in Sync and LSA_GroupID, ensure Visible is selected against all Profiles that will create Group Tasks. Ensure Read-Only is NOT selected for Keep in Sync.
    Keep in Sync Field Security

Ap in Sync' to Task Page Layouts

The Keep in Sync field will need to be added to all Task Page Layouts that will use Lightside Group Tasks. To do this, go to:
  1. Setup
  2. Customize
  3. Activities
  4. Task Page Layouts
  5. For each relevant Task Page, click on Edit
    Editing the Task Page Layout
  6. In the Fields list
  7. Find the Keep in Sync Field and
  8. Click and drag it onto the page in an obvious spot for your Users
  9. Click Save
    Adding to the Task Page Layout

Deployment

It is recommended Deployment is only used by Administrators though any user who will be using the Deployment Package tool should have access to the following:

Permissions
Visualforce Pages
Object and Field Security
The following objects require a minimum of Read, Write and Edit Access. Delete, View All and Modify All can optionally be provied based on your orgs requirement. All fiels within these Object should have both Read and Edit Access.

Script Library

It is recommended the Script Library is only used by Administrators though any user who will be using the Script Library should have access to the following:

Permissions
Visualforce Pages
Object and Field Security
The following objects require a minimum of Read, Write and Edit Access. Delete, View All and Modify All can optionally be provied based on your orgs requirement. All fiels within these Object should have both Read and Edit Access.

About Script Library

The Script Library uses an anonymous block - executeAnonymous(), for running Apex Scripts within Salesforce. Please note the following about running Scripts:

Approval Automation

It is recommended Approval Automation is only used by Administrators though any user who will be using the Approval Automation tool should have access to the following:

Visualforce Pages
Object and Field Security
The following objects require a minimum of Read, Write and Edit Access. Delete, View All and Modify All can optionally be provied based on your orgs requirement. All fiels within these Object should have both Read and Edit Access.

Code Coverage Charts

It is recommended Code Coverage Charts is only used by Administrators and/or Developers with full access to Apex and Triggers.

Permissions
Visualforce Pages

My Approvals

Basic setup requires access to the Visualforce page below. You can also use the 'My Approvals' tab in other Apps by assigning it to each required App. Ensure all Profiles accessing the Tab have appropriate permissions to the My Approvals Tab.

Visualforce Pages

User Configuration

We suggest all users who may use part of the Lightside Power Tools App have API Enabled set to True on their Profile
User API Access

Addionally, any user who may user the Script Library or Deployment tools should additionally have the View All Data permission enabled on their profile.

It is strongly recommended only System Administrators or trusted Delegated Administrators are given access to the Script Library and Deployment Tools.