Implementation Guide

IMPLEMENTATION GUIDE

HIGHLIGHTER FOR

Implementation Guide

? 2016-2020 To A Finish LLC

12407 MoPac Expwy N ? Suite 250

Austin, TX 78758

Phone 512.436.3464 ? Fax 267.935.7773

Table of Contents

Introduction to this Implementation Guide ____________________________ 2

Introducing ______________________________________________ 3

Introducing To A Finish _________________________________________________ 4

Introducing the Highlighter App __________________________________________ 5

Free vs. Paid App Comparison _________________________________________________ 5

Before You Begin, Requirements _________________________________________ 6

Warning: Test First! ____________________________________________________ 6

Configuration ____________________________________________________ 7

Setting up Your Org¡¯s ¡°Remote Site¡± ______________________________________ 8

Setting up ¡°My Domain¡± in Your Org ______________________________________ 9

Configuring Actions ___________________________________________________ 10

Turning ON Highlighter in Lightning ______________________________________ 13

Turning ON Highlighter in Classic ________________________________________ 15

Upgrading Your App to the Paid Version __________________________________ 17

Advanced Topics _________________________________________________ 18

Options _____________________________________________________________ 18

User-Specific Highlighter Actions ________________________________________ 20

Custom Objects in Classic ______________________________________________ 21

Edit Pages with Highlights ______________________________________________ 22

Custom Edit Pages in Lightning ________________________________________________

Important Note for Using Custom Edit Pages in Classic _____________________________

Set Up the Remote Site ______________________________________________________

Add the "Create Edit Page" Link _______________________________________________

Enabling the New Custom "Edit" Page __________________________________________

22

23

23

24

25

Not Yet Working¡­ ____________________________________________________ 26

Feedback and Remote Access ___________________________________________ 27

Rating Highlighter ____________________________________________________ 27

Version 2020.02.05

H I G H L I G H T E R

F O R

S A L E S F O R C E . C O M

1

Chapter

Introduction to this Implementation

Guide

Introducing all the key components of the Highlighter App for

T

his manual will help you through the implementation of the Highlighter app for

your Org. You can read this chapter if you desire to do so, but

most users can probably start at the next chapter, where the installation and

configuration instructions begin.

Thank you for considering our app in your organization.

I C O N

K E Y

Details You Can Skip

Don¡¯t Miss This!

you will need to pay

close attention to all of the information contained in this manual.

We recommend reading through this first chapter before you

begin, and then reading through each section as you work on it.

To succeed in the installation process,

Sample Code

The Icon Key to the left shows the icons you will be seeing as you

go through this manual. The more advanced readers can skip

some of the details as indicated by the appropriate icon.

Danger!

This manual is a work in progress, so please do take notes and let us know if you run into

any issues with the text or if you believe there is a better way to accomplish the tasks we

describe.

H I G H L I G H T E R

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S A L E S F O R C E . C O M

Introducing

's CRM solution is broken down into several broad

categories: Sales Cloud, Service Cloud, Data Cloud (including Jigsaw),

Collaboration Cloud (including Chatter) and Custom Cloud (including

). Below, we¡¯ll highlight a few of them.

The

Sales

Cloud includes a

real-time

sales collaborative

tool called Chatter, provides sales

representatives

with a customer profile and account

history, allows the

user to manage marketing campaign

spending

and

performance across a variety of

channels from a

single

application,

tracks

opportunityrelated data including milestones, decision makers, customer communications, and other

information unique to the company's sales process. Automatic email reminders can be

scheduled to keep teams up to date.

The Sales Cloud

Other activities on the Salesforce cloud include using the Jigsaw business data to access

business contacts, and designing and automating processes in Salesforce CRM.

The Service Cloud provides companies with a call center-like view

that enables them to create and track cases coming in, and

automatically route and escalate what¡¯s important. The Salesforce CRM-powered customer

portal provides customers the ability to track their own cases, includes a social networking

plug-in that enables the user to join the conversation about their company on social

networking websites, provides analytical tools and other services including email, chat,

Google search, and access to customers' entitlement and contracts.

The Service Cloud

's platform as a service (PaaS) product is known as

. The platform allows external developers to

create add-on applications that integrate into the main

application and are hosted on 's infrastructure.

The

Platform

These applications are built using Apex (a proprietary Java-like programming language for

) and Visualforce (an XML-like syntax for building user interfaces in HTML or

Flex).

Web Services

systems.

In addition to the web interface, offers a

SOAP/REST Web service API that enables integration with other

You can read more on at .

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