Configuring Celoxis app for Salesforce

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.
   
   
   
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. Under the Project Templates, enter the ID or keywords of the project that should appear when you actually create projects from Salesforce.
5. Click on Save and close the pop-up window.
   
    
6. Salesforce editions that support Profiles are recommended to manage their user profiles to set who can access the Celoxis app. For this, you need to set the profiles and users so that the users can access the app. 
   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. Click on Edit and under OAuth policies section, for the drop-down *Permitted Users, select Admin Approved users are pre-authorized.
      
      
      
   4. Click on Save.
   5. Now, click on the Celoxis Apps.
      
      
      
   6. Scroll down to profiles and click on Manage Profiles.
      
       
   7. Ensure that you have selected the appropriate profiles which will be accessing the app and click on Save.
       
7. You can also 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.
      
      
8. 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. Create a new layout
   <<add screenshot of all steps>>
4.  On this new page, click on VisualForce Pages and from the adjacent section drag-drop the Section to the location you desire below.
• Give the section a suitable name say "Celoxis Projects".
• Under Layout, select 1-Column
• Click on OK.
5. Now, drag the Opportunity Projects, in the "Celoxis Projects" section.
6. Edit the Opportunity Projects you just dropped and set the Height (in pixels) to 600.
7. Click on Save.
   <<screenshot>>
8. Now, on the Opportunity Page Layout page, click on Page Layout Assignment.
9. Click on Edit Assignment.
10. Select the profiles for which you want to assign the page layout.
11. Under the Page Layout To Use drop-down, select the layout you just created.
    <<screenshot>>
12. Click on Save.

Congratulations!!! You have installed and configured the Celoxis app.  Lets look at using it for creating projects.