Configuring Celoxis app for Salesforce

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

Configuring the App:

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 https://app.celoxis.com/psa/force.do 
   If you are an SaaS user, you do not have to change anything here. On-Premise customers need to enter URL as https://servername:portnumber/psa/force.do 

    

   Ensure that the URL reads https instead of http.

4. Under the Project Templates, enter a term which will be used to search for projects in Celoxis and only matching projects will be shown in the list for creating a project. This field is optional; not speciying anything will show the entire list of projects.
    
5. Click on Save and close the pop-up window.
   
   
6. ONLY FOR ENTERPRISE AND HIGHER VERSIONS:
   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 Manage Users and then Profiles.
   3. You can edit an existing profile and let this profile access Celoxis app
      OR
   4. Create a new profile which can access the Celoxis app. Ensure that when creating the profile, under Connected App Access, you you checked 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 Manager Users and then Users.
   3. You can edit and existing user to use the profile you created or edited to use Celoxis App
      Create new user and select the profile created for or edited to use Celoxis App.
      

Customizing the Opportunity layout

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 (recommended for Salesforce edition supporting multiple layouts)
   
   1. Select an existing layout from the drop-down for Existing Page Layout.
   2. Give the new layout a suitable name for Page Layout Name such that it is easy to distinguish
   3. Click on Save.
      
      
      
   4. Now, you need to edit the new layout OR for the existing layout, click on VisualForce Pages and from the adjacent section drag-drop the Section to the location you desire below.
      
   5. After you drag the section:
      1. Give the section a suitable name say "Celoxis Projects".
      2. Under Layout, select 1-Column
      3. Click on OK.
   6. Now, drag the Celoxis Project, in the "Celoxis Project" section.
4. Edit the Celoxis Project you just dropped and set the Height (in pixels) to 600.
5. Check the Show scrollbars box. 
6. Click on Save.
   
   
   
7. Now, on the Opportunity Page Layout page, click on Page Layout Assignment.
   This step is valid for Salesforce editions at support multiple layouts i.e Enterprise and higher.
    
    
8. Click on Edit Assignment.
9. Select the profiles for which you want to assign the page layout.
10. Under the Page Layout To Use drop-down, select the layout you just created.
    
11. Click on Save.

You have now configured the Celoxis Salesforce App. Lets look at using it for creating project.