Clear Browser Cache

After deployment of a new version of QuoteConfigurator for Salesforce, it may be necessary to clear the Chrome browser cache.

1. In the Chrome browser, open the developer console by using the shortcut 'Ctrl+Shift+i' for Windows or 'Cmd+Opt+i' on Mac.

2. Keep the developer console open and right click the Refresh button. This will open a menu with three types of reload.

3. Select the last option Empty Cache and Hard Reload.

Open

Set up OAuth Policies

1. In Setup > Apps > App Manager, find Quote Configurator.

2. Select Manage from the options menu.

3. In the OAuth policies section, select Admin approved users are pre-authorised for Permitted Users. If not set, each user has to approve Quote Configurator individually. The application will stop on load until it is approved (this is Salesforce policy). If set, the approval configuration will be taken from the policies group. Please see the steps bellow to set it up.

Open

Set up User Access in Salesforce

1. Select App Manager.

2. Select the Quote Configurator row and choose Manage from the menu.

3. Set up users (profiles) that should have access to the application.

4. Navigate to Visualforce Pages, find Quote Configurator and click Security. Set user access rights there.

Set up Proper Users

For the authentication with Pricefx, Salesforce uses the SAML protocol, which contains the login name of the Salesforce user. Make sure that this value matches the Login Name or Email in Pricefx user administration. You can find out which field it is in the SAML configuration – NameID Mapping.

Otherwise, you can encounter an issue similar to this one:

Configure App Size

Regarding the size of QuoteConfigurator as a canvas app, you have two options:

• Use the autoGrow method to automatically modify the size of the app within the Visualforce page.
  Note: The autoGrow flag takes precedence over the fixed height. The default is true even if the flag is not present.

• Define a fixed height (autoGrow must be set to false) and enable scrollbars, so that the user can always see the whole content.

  1. Click Edit Layout.

  2. In the Other Information section, click Properties.

  3. Enable the Show scrollbars option.

  4. Save the layout changes.

Set up Preferred Language

In Unity it is possible to dynamically change the app language based on Salesforce settings. 

Currently, Salesforce supports only a limited list of languages. In a standard Salesforce installation, there is no "English (GB)" but only "English (US)". 

This can cause inconsistency in the app's UI labels. As the Pricefx Classic UI can be launched using URL parameters "?locale=en&uiLanguage=en", they automatically set the language to UK English (en_GB). UK English is also used if no URL parameters are set. This means that when you rename columns and use custom in-app translations of fields and labels, it is very likely that those translations are stored under the en_GB translation key. In this situation, the standalone Unity will work fine as it asks for the same language translations as the Pricefx Classic UI has. But in case of the embedded Salesforce app, if the user has their language set to the default US English (en_US), then the app will try to retrieve en_US translations, which may not exist.

To avoid such problems, make sure that the Pricefx Classic UI contains translations and custom labels in the same language as you use in Salesforce. If the languages do not match, you have the following options to fix it:

• Change the language of the translation in Pricefx – Open the Pricefx Classic UI under the same language key (using URL parameters), which is being used in Salesforce and translate the UI labels for that language.

• Add a language to Salesforce – Enable the missing language in Salesforce administration and ask users to use that language in their Salesforce user profile.

• Force user language in Salesforce – Using a URL parameter (e.g., uiLanguage=en) force the language of the translation for the Salesforce canvas app. Note that users will then not be able to change their language settings manually.

URL Parameters

locale=<option> – Defines the format of dates and numbers.
uiLanguage=<option> – Defines the language translation, labels, action, messages, fields, etc.

In both cases, the ISO format is preferable: <country code>_<region>.

For a list of supported languages see Localization.

Adjust Browser Settings

To make sure that Pricefx works correctly in your web browser, some settings have to be made.

• Allow third-party cookies – Pricefx uses iframes to display content within a CRM application. To be able to authenticate users, we rely on third-party cookies. Check your browser settings and make sure that third-party cookies are not blocked. See also Recommendations and Requirements for All Browsers in Salesforce help.
   Note that in Safari in iOS 11 third-party cookies are blocked by default. If you wish to use this browser, go to Preferences > Privacy (Settings > Safari > Privacy & Security on iPad) and disable 'Prevent cross-site tracking'.

• Allow pop-up windows for the Pricefx website – To be able to download any data, charts, etc. make sure that pop-ups are allowed for the Pricefx website.

• Allow scrollbars – When using Chrome on MacOS, make sure you have scroll bars display set to 'Always' in MacOS settings. Go to System Preferences > General > Show scroll bars.