After installing Coconut’s managed package into an applicable Salesforce org, various components will be available for use. However, these components still need to be configured before users in the org will be able to access them. Some configurations will need to be done by an org admin, and some need to be done by each user.
Coconut Embedded Experiences
Coconut’s ‘Embedded Experiences’ are Visualforce pages that display various Coconut views, embedded into the Salesforce page. In order for users to access these pages they will need to be granted the appropriate permission set, as well as have buttons added to the appropriate page layouts in order to link to the Visualforce pages.
Configuring Permissions
In order for users to access the Visualforce pages they will need to be assigned the ‘Coconut Page Access’ Permission Set, which is included in Coconut’s managed package.
To assign a Permission Set to a User, use either of the following workflows:
Assigning from the User edit screen:
Navigate to your organization’s admin Setup area.
In the left-hand sidebar, search for and select the Users -> Users page.
Click on the user you’d like to assign permission for (to view the details page, not the edit page).
Scroll down to Permission Set Assignments and click Edit Assignments.
Select the Coconut Page Access permission in the Available Permission Sets multi-select, then click Add to move it into the Enabled Permission Sets field.
Click Save to confirm the assignment.
Assigning from the Permission Set assignments screen:
Navigate to your organization’s admin Setup area.
In the left-hand sidebar, search for and select the Users -> Permission Sets page.
Click Coconut Page Access from the list.
Click Manage Assignments.
Click Add Assignment, select the users to assign, and then click Next.
Adjust expiration date settings if applicable, then click Assign to confirm the assignment.
Configuring Page Layouts
Note: Which page layouts exist may vary from org to org, so you will need to identify the appropriate layouts based on your own configuration and use cases.
Layout configuration is performed by navigating to the admin Setup area, and clicking on the Object Manager tab.
Leads, Contacts, and Person Accounts
Coconut’s Salesforce integration can be configured to sync ‘Client’ records into any of ‘Lead’, ‘Contact’, or ‘Person Account’ object types in Salesforce. Coconut’s managed package adds embedded experience buttons to each of these object types. You will need to perform the following layout configurations for each object type that is applicable based on your integration’s configuration.
Record Page Buttons
Coconut provides the following three buttons for object record display pages:
Create Walk-In: Allows the user to create a new ‘Walk-In’ appointment for the Coconut client associated with the Lead, Contact, or Person Account record.
Schedule for Any Staff: Allows the user to schedule a new appointment for the Coconut client associated with the Lead, Contact, or Person Account record. The appointment can be configured for any available staff or location.
Schedule for My Branch: Allows the user to schedule a new appointment for the Coconut client associated with the Lead, Contact, or Person Account record. The appointment will automatically be configured for that user’s branch.
Steps:
In the Object Manager, select the object type to configure (Lead, Contact, or Person Account).
Click Page Layouts to view the list of all layouts available in your organization for this object type.
Select the layout you wish to edit.
The appropriate layout to edit should be whichever one is displayed to the users who need to be able to access Coconut’s embedded experiences.
If there are multiple appropriate layouts leveraged by your users, repeat the following steps for each layout.
Select Buttons in the component palette’s sidebar at the top of the page.
Identify the three Coconut buttons, Create Walk-In, Schedule for Any Staff, and Schedule for My Branch, and click and drag them from the component palette down into the Custom Buttons section below.
Click Save in the top left of the page to save the layout.
The buttons available in the component palette
Dragging the buttons down into the Custom Buttons section
List View Buttons
Coconut provides the following two buttons for object listing pages:
Schedule for Any Staff: Allows the user to schedule a new appointment for any Coconut client. The appointment can be configured for any available staff or location.
Schedule for My Branch: Allows the user to schedule a new appointment for any Coconut client. The appointment will automatically be configured for that user’s branch.
Steps:
In the Object Manager, select the object type to configure (Lead, Contact, or Person Account).
Click List View Button Layout to to view the list of all layouts available in your organization for this object type.
Identify the layout you wish to edit, and click Edit from the dropdown menu on its right.
The appropriate layout to edit should be whichever one is displayed to the users who need to be able to access Coconut’s embedded experiences.
If there are multiple appropriate layouts leveraged by your users, repeat the following steps for each layout.
Scroll down to the Custom Buttons section, and select the two Coconut buttons, Schedule for Any Staff, and Schedule for My Branch in the Available Buttons field.
Click Add to move the buttons into the Selected Buttons field.
Click Save to confirm the changes.
Events
Coconut’s Salesforce integration also creates ‘Event’ records in Salesforce, which have an additional available embedded experience for object record display pages.
Edit Through Coconut: Allows the user to edit the Coconut appointment associated with the Event record. Editing an appointment through the embedded experience will trigger a re-sync of the updated data from Coconut to the Salesforce Event record.
Steps:
In the Object Manager, select the Event object type.
Click Page Layouts to view the list of all layouts available in your organization for this object type.
Select the layout you wish to edit.
The appropriate layout to edit should be whichever one is displayed to the users who need to be able to access Coconut’s embedded experiences.
If there are multiple appropriate layouts leveraged by your users, repeat the following steps for each layout.
Select Buttons in the component palette’s sidebar at the top of the page.
Identify the Coconut button, Edit Through Coconut, and click and drag it from the component palette down into the Custom Buttons section below.
Click Save in the top left of the page to save the layout.
Repeating the same process as for the Lead/Contact/Person Account layouts
Coconut Workspace Tab
The ‘Coconut Workspace' tab is a Salesforce navigation menu item that opens one of the embedded experience Visualforce pages. The 'Workspace’ page in particular allows accessing the full Coconut application, embedded inside of Salesforce for easy access.
In order for users to gain access to this feature, they will need to have the appropriate permissions assigned to them by an administrator, as well as customize their navigation bar to add the tab.
Configuring Permissions
In order for users to access the tab, and its related page, they will need to be assigned the ‘Coconut Workspace Tab’ Permission Set, which is included in Coconut’s managed package.
To assign a Permission Set to a User, use either of the following workflows:
Assigning from the User edit screen:
Navigate to your organization’s admin Setup area.
In the left-hand sidebar, search for and select the Users -> Users page.
Click on the user you’d like to assign permission for (to view the details page, not the edit page).
Scroll down to Permission Set Assignments and click Edit Assignments.
Select the Coconut Workspace Tab permission in the Available Permission Sets multi-select, then click Add to move it into the Enabled Permission Sets field.
Click Save to confirm the assignment.
Assigning from the Permission Set assignments screen:
Navigate to your organization’s admin Setup area.
In the left-hand sidebar, search for and select the Users -> Permission Sets page.
Click Coconut Workspace Tab from the list.
Click Manage Assignments.
Click Add Assignment, select the users to assign, and then click Next.
Adjust expiration date settings if applicable, then click Assign to confirm the assignment.
Managing Navigation
Each user owns their own navigation menu layout, so users should be encouraged to add the ‘Coconut Workspace’ tab into their own navigation menu after they have the permission assigned to do so.
To customize navigation, each user should perform the following steps:
In any Salesforce Lightning Experience page, click the pencil icon in the far right of the user navigation menu bar, with the tooltip that reads ‘Personalize your nav bar’.
Click Add More Items.
In the sidebar, select the All filter, then search for ‘Coconut Workspace’ in the search bar at the top of the dialog.
Click the + button next to the ‘Coconut Workspace’ item in the list. It should display a checkmark to indicate it has been selected.
Click Add 1 Nav Item.
You will be returned to the edit screen, at which point you can optionally click and drag nav items to re-order as desired.
Click Save to confirm the navigation changes.
Clicking the pencil icon opens the nav bar personalization dialog
Adding ‘Coconut Workspace' nav item