Embed Salesforce

Overview

Embedding UnifyApps applications in Zendesk allows seamless integration of UnifyApps features within your Shopify store.

Step-by-Step Instructions

Pre Requisite 1

• Ensure that “Allow Authorisation Code and Credentials Flows” is enabled in OAuth and OpenID Connect Settings.

• This is required to fetch Salesforce data in UnifyApps

  
  

Pre-Requisite 2

Enable “Use Lightning Web Security for Lightning web components and Aura components” in Session Settings.

Step 1: Install UnifyApps

To begin the integration, you must install the UnifyApps package into your Salesforce organization.

Package Details: Version: 1.23

Published Date: Apr 14, 2025

Installation Link: Install UnifyApps Package (v1.23)

Instructions:

1. Click the link above to be redirected to the Salesforce installation screen.

2. Choose Install for All Users

3. Click the Install button

4. Approve third-party access for Salesforce and click Continue

5. Wait a few minutes for the installation to complete.

(Note: The UnifyApps package is currently undergoing the AppExchange approval process and will be available there directly in the coming months.)

Step 2: Configure UnifyApps

• In Salesforce, Click on App launcher and open Unify Apps configuration.

• Enter Domain & Tenant ID

Step 3: Authenticate UnifyApps

• Go to the setup page under Settings.

• Search for Auth Providers in setup.

• Create a New Auth with AuthProvider Named “UnifyAppsAuthProvider”

  
  

• Choose UnifyAppsAuthProvider as Provider Type. 

• Keep Name & URL Suffix as unifyapps.

• Choose an admin from your SF org for Execute Registration As Field.

• Click on Save Button

  
  

Step 4: Named Credentials

• Search for Named Credentials in Setup.

• Edit unifyapps named credentials

  
  

• Choose OAuth 2.0 as Authentication Protocol. 

• Choose unifyapps as Authentication Provider.

• Select “Start Authentication Flow on Save”

• Click on Save Button

  
  

Step 5: App Builder

• Open Page where you want to add UnifyApps Interface component

• Search for UnifyApps Interface component in Custom-Managed Components.

• Drag and Drop UnifyApps Interface component in the screen to add it

• Add Interface and page id to render UnifyApps application page.