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

• Open the following link to redirect to the installation screen. (Unify Apps package will be available in AppExchange in 1-2 months, as it is currently undergoing approval process.)

• Choose Install for All Users. 

• Click on Install Button.

• Approve third-party access on Salesforce and click on "Continue."

• You will have to wait for a few minutes for the installation to complete.
  

  
  
  
  

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.