How to Install ShareSecure

Last Updated: Feb 28, 2017 01:35PM MST

Download & Install


Please note: nearly all of the following instructions require Salesforce administrative privileges. If you do not have the privileges required to complete any of these steps, please contact your Salesforce administrator.
 
  1. Download ShareSecure for Salesforce from the AppExchange here.
     
  2. Follow the prompts to install ShareSecure for Salesforce. Contact your salesforce.com administrator if you need help installing the package.
 


Add 'ShareSecure API Key field' to salesforce.com user page layout

 
  1. In your Salesforce org, navigate to Setup>Customize>Users>Page Layouts
     
  2. Add the 'ShareSecure API Key' field to each applicable User page layout that is used in your instance of Salesforce by following these steps:
     
    • Edit the page layout by clicking 'Edit'.
       
    • Drag the 'ShareSecure API Key' field to the desired location on the user page layout.
       
    • Click 'Save' to the save the changes to the page layout.





      Note: If you do not have Salesforce privileges to edit page layouts, please contact your Salesforce administrator for help.
 


Retrieve ShareSecure API Key


ShareSecure for Salesforce requires a unique API key for each admin user that uses ShareSecure for Salesforce.
 
  1. Log in to ShareSecure and visit 'My Account' in the dropdown menu accessible via your username in the top right corner of the ShareSecure's black navigation bar.
     
  2. From the account screen, copy your API Key to your clipboard (you will be pasting it in step 4 next). If you do not see an API key, click 'Generate Key'.




Paste ShareSecure API Key into Salesforce User record

 
  1. Take the ShareSecure API Key you've copied and paste it into the 'ShareSecure API Key' field you added to the Salesforce User page layout in step 2.

    Note: each ShareSecure admin user will have their own unique ShareSecure API Key, which should be used only for the Salesforce user correlates to the ShareSecure user account from which you copied the API Key.

 


Add ShareSecure custom settings to Salesforce

 
  1. In Salesforce, navigate to Setup>Develop>Custom Settings
     
  2. In the list of custom settings, find 'ShareSecure Settings'
     
  3. Click 'Manage' to the left of 'ShareSecure Settings'
     
  4. Click 'Edit' to the left of 'ShareSecure Settings'
     
  5. Populate ShareSecure Custom Settings with the following details: 
     
    • Name: ShareSecure Settings
       
    • API Version: 1
       
    • Host: sharesecurely.com
       
    • Subdomain: yourname, ie maplepartners
       
  6. Click 'Save'.






Add Remote Site Setting to Salesforce


Salesforce.com communicates securely with ShareSecure via a Remote Site Setting. Follow these steps to set up the secure remote site setting:
 
  1. In Salesforce, navigate to Setup>Security Controls>Remote Site Settings
     
  2. Click 'New Remote Site'
     
  3. Populate the Remote Site Setting with the following details: 
    • Remote Site Name: ShareSecure
       
    • Remote Site URL: Your custom-branded ShareSecure domain, ie 'https://yourname.sharesecurely.com'
       
    • Disable Protocol Security: Leave unchecked
       
    • Description: To communicate securely with ShareSecure via its secure API
       
    • Active: Leave Checked
       
  4. Click 'Save'.


 



Add ShareSecure Widget to Salesforce contact layout(s)


Add the ShareSecure for Salesforce widget to Salesforce contact layouts by navigating to Setup>Customize>Contacts>Page Layouts. For each Salesforce contact layout that you'd like the widget to appear on, follow the following steps:
 
  1. Edit the contact layout.
     
  2. Create a new Salesforce layout section by dragging the 'Section' from the Salesforce menu bar to the desired location on the page layout. Set the section height to 50px. Use the following for the section's properties: 
    • Section Name: ShareSecure for Salesforce
       
    • Display Section Header On: Leave 'Detail Page' chosen and disable 'Edit Page'
       
    • Layout: Choose 1-Column
       
  3. Click OK.
     
  4. Navigate to the Salesforce menu bar at the top of the layout editor and select 'Visualforce Pages' in the column on the left side.
     
  5. Find the 'ShareSecureContact' visualforce page and drag it into the newly-created section 'ShareSecure for Salesforce'.
     
  6. Click 'Save' to save the changes you've made to the contact layout. Follow the same steps to add the ShareSecure for Salesforce widget to any additional contact layouts.


 


All finished!


Head to a Salesforce contact record to verify that you have correctly installed and configured ShareSecure for Salesforce. If everything went as planned, you'll see the ShareSecure for Salesforce widget indicating that the contact either is or is not a ShareSecure user.

 
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