- To add Egnyte to any object’s page layout, go to the Page Layouts configuration for that object in Salesforce (e.g., Setup > Build > Customize > Accounts > Page Layouts).
- Choose the Page Layout you want to modify and click Edit. You can now drag and add the Egnyte for Salesforce Canvas App into your Page Layout. ...
- The recommended configuration for the Egnyte for the Salesforce canvas app is to have a height of at least 500px. ...
- Once you have configured the Egnyte for Salesforce canvas app, click Save to save the page layout and open a record. ...
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How to configure egnyte domain?
While the Egnyte integration can be configured to work within Salesforce Lightning, these configuration steps must be done through Classic mode. Start by opening the Egnyte Domain Configuration tab. If you do not have an Egnyte Domain , you can click on the Egnyte Trial Domain button displayed below by the arrow and create an Egnyte trial domain first and then continue on the next steps. The Egnyte Trial Domain created, by default, comes with five pre-configured integration licenses so that you can start using the integration as soon as the installation and configuration are complete.
What is read/create/edit in Salesforce?
The "Read/create/edit" permissions are general permissions for objects, whereas View all and Modify all are permissions for particular records. This means that by allowing Guest users to view all records of Egnyte for Salesforce related objects you actually make all those records available (and potentially editable) to users who don't even have to log in - it's not the recommended setup we will suggest.
Do you need to be licensed to use Egnyte?
All users don't need to be licensed Egnyte users, but this will ensure that all users have enough permissions assigned for the app to work as they create and modify Salesforce records.
Do I need an egnyte domain?
For testing Egnyte installation and Egnyte features we recommended to first install the Egnyte for Salesforce package in a sandbox environment. You don’t need to have an Egnyte domain to do this. You can easily use the trial Egnyte domain (which you can set up from the Egnyte Domain Configuration).
How to add egnyte to a page in Salesforce?
To add Egnyte to any object’s page layout, go to the Page Layouts configuration for that object in Salesforce (e.g., Setup > Build > Customize > Accounts > Page Layouts). Choose the Page Layout you want to modify and click Edit. You can now drag and add the Egnyte for Salesforce Canvas App into your Page Layout.
What is the default folder name in Egnyte?
By default, the name field is used as a default folder name that syncs with the Egnyte file server. If this option is unchecked, then the customer can select another field whose value is treated as a folder name and that folder name will be added to the folder structure. If this option is checked, then the default folder name will be added to the folder structure.
What is Sync Configurations in Salesforce?
When Egnyte for Salesforce is first installed, Sync configurations are created for the Account, Case, Contact, Lead, and Opportunity standard objects. Cases, Contacts, and Opportunities are defined to be children of the Account object. This means that the corresponding folders in Egnyte will be sub-folders of the specific account instead of being in the root ‘Shared/Salesforce.com’ folder.
How to clear user mapping in Salesforce?
Users can ‘clear’ the user mapping between Salesforce.com and Egnyte from their My Profile page in Egnyte: Navigate to Settings and click the My Profile tab in Egnyte. Select the My Preferences tab and choose the option to remove the Sales force.com username field, and click Save to remove the user mapping information.
Does Egnyte use apex?
Batch - This will ensure that Egnyte only uses Batch apex for all updates. Batch apex scales very well to handle large numbers of updates but tends to take longer when processing smaller numbers of records. Queue-able - Egnyte for Salesforce will only use queue-able apex to send API calls to Egnyte.
Can you integrate Salesforce with Egnyte?
Salesforce community users can now be integrated with Egnyte Standard Users. This will enable community users to create folders, sync files, attachments, and notes into Egnyte for the records which are shared with them in Salesforce.
How does egnyte work in Salesforce?
Egnyte for Salesforce gives you a single place to manage all of your customer documents and records, and keep them organized in customer-specific folders - all accessible from the Salesforce or Egnyte applications. It also eliminates the issues associated with having multiple versions of presentations, proposals and technical documents on different people’s hard drives.
Can you use egnyte with Salesforce?
With Egnyte for Salesforce, users can access Google Apps and Microsoft Office directly from their Salesforce accounts. They can initiate a non-disclosure agreement at the same time from Salesforce, thanks to our DocuSign integration, and get it electronically executed. This integration makes it easy for sales teams to boost secure collaboration, both internally and externally.
ABOUT EGNYTE
Egnyte for Salesforce makes it easy to access and share business files in Salesforce with no limits to storage capacity or file size. You can easily upload files such as datasheets, videos, and presentations from within your agents’ Salesforce portals.
PRERQUISITE
Customers using Salesforce Group, Professional, Enterprise, or Unlimited editions.
HOW CAN WE HELP
Boost Efficiency & Productivity through a Native Integration with Salesforce Egnyte for Salesforce creates a single place to manage all your documents and records, and keep them organized in customer-specific folders – all accessible from the Salesforce.
Create Egnyte Sync Configurations for custom objects in a sandbox organization
Install the Egnyte for Salesforce package in a sandbox environment. Note: You don't need to connect your Egnyte domain to the package or run through any of the post installation steps described in the Installation guide. You will only install the package to automatically create the required triggers and test classes.
Create an Outbound Change Set in your sandbox organization
Search for Outbound Change Sets in the setup section of your sandbox organization.
Create Egnyte Sync Configurations for the custom objects in your production organization
Open the Egnyte Sync Configuration tab in your production organization and click New to create a new Sync Configuration record.
