Setup for Salesforce Classic

Create a Connected App In Salesforce Classic Experience#

This article covers how to create a Connected App within Salesforce to allow OAuth flow with the Windward Hub for Salesforce Application in the Classic Experience.

Pre-Requisites#

This article is for Windward Hub admins who have purchased the Salesforce Integration. By creating a connected app in Salesforce, this will allow the OAuth flow to occur so you can easily generate batches and documents directly from Salesforce with your relevant Salesforce data.

caution

Please note that a Connected App must be setup before anyone in your organization can be added to the Salesforce Integration or use the Salesforce Integration.

Navigating to the Connected App Creation Page#

  1. First off, log into your Salesforce account and navigate to the Setup section. This can be found in the top right portion of the Home page after you log in. If its not on the header bar, then click on your account name drop down and it should be located there.
  2. After you are in the Setup page, on the left panel will be a category called App Setup and under that is an expandable category called Create. Under Create is a link called Apps. Click on that.
  3. At the bottom of the page is a section called Connected Apps. Go ahead and click New.

Creating the Connected App#

At this point you should be on the New Connected App page with a bunch of fields to fill out. We will only need to fill out a few!

  1. First, give your Connected App a name. It doesn't matter what this is, just something that will be easily identifiable by you and your organization.
  2. Under Contact Email enter the email associated with your Windward Hub account.
  3. Under the API (Enable OAuth Settings) section, click the checkbox Enable OAuth Settings. This will then expand and give you a list of items you can chose for your OAuth scope as well as provide a Callback URL.
  4. In the Callback URL box, enter the Windward Hub URL: https://hub.windwardstudios.com/ .
  5. Under the Available OAuth Scopes, select
  6. Full access (full) and click the add arrow to the right to add it to Selected OAuth Scopes.
  7. Do this same action for Perform requests on your behalf at any time (refresh_token, offline_access)
  8. And Access and manage your data (API). Your Selected OAuth Scopes should look like:
  9. Make sure you have a Connected App Name, Enable OAuth Settings selected, have a Callback URL entered as well as those 3 OAuth Scopes selected.
  10. Click Save at the bottom of the page.

Linking Your Connected App to Windward Hub#

Now that your Connected App is all setup you are ready to insert the Connected App Info into the Windward Hub.

  1. First, go to your Connected App info page in Salesforce to view the Consumer Key and the Consumer Secret. These two fields are also referred to as Client ID and Client Secret respectively.
  2. Once you have those values, navigate to the Windward Hub. On the sidebar, click "Manage Integrations."
  3. Click "Browse Integrations."
  4. Click "Add" next to the Salesforce integration.
  5. You will see two form fields, one for Client ID and one for Client Secret. In the Client ID field, enter the Consumer Key from the Connected App. For Client Secret, enter the Consumer Secret from the Connected App.

After you set this info, this will be the Connected App info for anyone else in your organization so they don't need to worry about going through this process.

tip

If you would like to use a different Connected App in the future, you can come back here and just enter the Connected App info for the other instance in this form box.

Create a Custom Button for Windward Hub in Salesforce Classic Experience#

This article will illustrate how to add a button to your Salesforce Opportunities that will allow you to connect with the Windward Hub and generate reports for your Opportunities with a just a few clicks.

Setup Button for Salesforce Opportunities#

The first step is to create a button that we can use on our Opportunities page that will redirect us to the Windward Salesforce Integration App that will allow us to generate a report for the given Opportunity.

  1. First, login to your Salesforce and go to Setup. This will be in the top left corner of your screen once you login to Salesforce. If you don't see a Setup link, then click on the drop down on your account name and Setup should be there.
  2. Once you navigate to Setup, on the left sidebar in the Quick Find / Search box, type "Button" and you should notice an option for "Buttons, Links, and Actions" under the Opportunities section. Click on that link.
  3. Once you navigate to that link, then click "New Button or Link" at the top of the list of all the buttons and links. This will take you to the screen to actually create the button we will use.
  4. For the Label and Name you can choose whatever you would like to be displayed on the button. For instance, you could call it "Generate Report".
  5. Next, set the display type to Detail Page Button.
  6. The behavior, you can choose to have it open in the current page or open in a new window. This is up to you how you would like it to act, I will chose to "Display in new window" for this example as I believe this is the cleanest way to do it.
  7. Then, set the Content Source to URL.
  8. Finally, and most importantly, in the big open text box, you will enter the following link to have the button navigate to our Salesforce Integration App upon click. The link is: https://hub.windwardstudios.com/#/integrations/redirect/salesforce;?id={!Opportunity.Id}&context=opportunity
    caution

    Make sure that the link you enter is exactly the same as the link above otherwise your button won't work properly with the application.

    tip

    Please note that this will be extendable to other Salesforce controllers such as Accounts, Contacts, Activities, etc. in the future. Currently there is support for Accounts and Opportunities. To setup a button for Accounts, all steps are the same, the only thing you need to change is the URL here which would instead look like:

https://hub.windwardstudios.com/GenerateAccount/?id={!Account.Id}

Note that all future supported controllers will follow this same model /Generate[ControllerName]/?id={Controller.Id} ::: 9. After the link is entered then the button should be complete and all you have to do is click "Save". Here is an example of what the Custom Button form should look like.

Adding the Button to the Opportunities Page#

Now that we have created our button to navigate us to the Windward Salesforce Integration App, we need to bind this button the Opportunities page so we can generate reports for specific Opportunities.

  1. First, navigate to the Salesforce Opportunities page on the top navigation bar. Once you navigate there then click on an existing Opportunity.
    tip

    If you have no Opportunities, then create a new "test" Opportunity as we need to have an Opportunity page to edit the layout for. The changes we will make will apply to all current and future Opportunities as well so we will only have to do this step once.

  2. Once you are on the page for a specific Opportunity, click "Edit Layout" in the top left corner. This will open a drag and drop editor with existing fields, buttons, links, etc. that you can drag and drop onto the Opportunities page.
  3. Under that editor, select the "Buttons" category on the left and you should see the custom button you made appear there.
  4. Drag and drop that button into the Custom Buttons section next to the Standard Buttons.
  5. After you place your custom button, click "Save" up in the drag and drop layout editor and that button will then be available for all of your Opportunities.

You are now ready to generate reports for your Salesforce Opportunities with Windward Hub!