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

  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 App Setup section, click on Installed Packages.
  2. For the Celoxis App, click on Configure.
    <<screenshot>> 
  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 http://app.celoxis.com/psa/force.do
    On-Premise customers need to enter URL as http://servername:portnumber/psa/force.do 
  4. Click on Save and close the pop-up window.
  5. Now, you need to set the OAuth policies so that the users can access the app. For this,
    1. Go to the Setup page, by clicking on the Setup menu.
    2. On your left-side, under the Administration Setup, expand the Manage Apps and click on Connected Apps.
    3. Under OAuth policies section, for the drop-down *Permitted Users, select Admin Approved users are pre-authorized.
      <<screenshot>> 
    4. In the confirmation window, click on OK.
      <<screenshot>> 
    5. Click on Save.
  6. Now, you need to 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 Administration Setup section, click on Profiles.
    3. You can edit an existing profile and let this profile access Celoxis app
      <<screenshot>>
      OR
    4. Create a new profile which can access the Celoxis app.

  7. 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 Administration Setup section, click on Users.
    3. You can edit and existing user to use the profile you created or edited to use Celoxis App
      OR
    4. Create new user and select the profile created for or edited to use Celoxis App.
      <<screenshot>> 

After all of this is done, you have successfully completed the Installation and Configuration of Celoxis App. 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. On your left-side, under the App Setup click on Customize > Opportunities > Page Layouts. This takes you to the list of your Opportunity page layouts.
    In Group and Professional editions, you need to click on Page Layout
  3. You can edit the existing layout or create a new one and assign this layout to your users who will be accessing the Celoxis App.
  4.