This package is the new method for adding the Coconut Embedded Experience components and it replaces the previous layout syncing method. This package allows admins to install and configure the integration independently, removing dependencies on Coconut implementation teams.
Customers can now use salesforce diagnostic tools and transparent error logging to resolve configuration issues (e.g., permissions) without needing to contact Coconut Support teams. This makes the whole installation process much more transparent for our customers. This package also allows Coconut to enforce strict version control to streamline upgrades and ensure environment consistency across the customer base.
Setup
Pre-Requisites
Ensure the Modern Salesforce Integration is enabled through your Customer Success Manager.
Phase One: Install the Package and Connect the Integration
Navigate to the CRM Settings page in Coconut, and under Connect to your CRM, click Salesforce.
Select the correct Salesforce environment under Select your connection type.
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Follow the instructions on the Install the Coconut Salesforce Package step to install the package into your Salesforce organization.
Ensure you select ‘Install package for admins only’.
Click Continue after reviewing package installation details.
You will be prompted to confirm Coconut’s default Trusted URLs. You must confirm these in order to continue installing. If your organization uses other URLs you will be able to adjust this after installation, as described in ‘Phase Two: Configure Salesforce' below.
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Follow the instructions on the Create the Salesforce integration user step, then click the confirmation box and the Continue to Salesforce button.
To set up an integration user, see how to here: Salesforce Integration User Setup.
Click ‘Allow’ when prompted to accept the OAuth permissions. You should then be returned to Coconut where your integration will now be connected.
Phase Two: Configure Salesforce
Required Configuration
Before enabling any of the features in the package, you will need to ensure that it is properly configured within Salesforce.
Ensuring CSP Trusted URL Records are Correct
To configure a CSP Trusted URL record, perform the following steps:
Navigate to your organization’s admin Setup area.
In the left-hand sidebar, search for and select the Security → Trusted URLs page.
Click on an existing record to edit it, or click New Trusted URL.
Enter the appropriate values for API Name and URL, matching the URL of your Coconut vendor.
Ensure frame-src (iframe content) and img-src (images) are both selected under CSP Directives.
Click Save to confirm.
Setting Custom Metadata
The Coconut application’s URL needs to be entered into a Custom Metadata Record. To update this, perform the following steps:
Navigate to your organization’s admin Setup area.
In the left-hand sidebar, search for and select the Custom Code → Custom Metadata Types page.
Find the record titled ‘Coconut Config’ in the list, and click Manage Records.
Find the record titled ‘Coconut Config Default’ in the next list, and click Edit.
Enter the exact URL of the Coconut vendor into the Coconut Hostname field.
Click Save to confirm.
Enabling Features
In order to make all functionality from the managed package usable, you will need to add Coconut buttons into the appropriate layouts, as well as assign the appropriate permission sets to the users who will need to access them.
For more information, please refer to: Enabling Features in Salesforce