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Salesforce - Tuvis Managed Package Installation
Salesforce - Tuvis Managed Package Installation
Tuvis Team avatar
Written by Tuvis Team
Updated over a week ago

  1. Installation

    1. You can install our Package from two places:
      Tuvis Website

      Just need to click on Get It Now.

    2. Select your installation environment (Sandbox or Production)

    3. Check the ‘I have read and agree to the terms and conditions’ and click the ‘Confirm and Install’ button

    4. Select “Install for Admins only”

    5. Approve Third-Party Access

    6. Wait through the installation process until it’s complete. It can take a few minutes. You will receive an email with the installation status.

  2. Permission

    • Permission Sets

    You will have 5 permissions sets:

    • Tuvis Admin - Provides access to Tuvis setup pages, where you can change your accounts settings. And to the Dashboard.

    • Tuvis Sales User - It will give access to Opportunities inside Tuvis Agent Panel.

    • Tuvis Services User - It will give access to Cases inside Tuvis Agent Panel.
      (If the user should have access to Opportunities and Cases, you need to assign both permissions)

    • Tuvis Light User - Must be assigned for Partner Community users

    • Tuvis Auto Sync Data - For specific cases, when the user is not going to use Tuvis and only needs to see the conversations component

    How to set these permissions:

    1. In SalesForce, go to Setup, search for Permission Sets

    2. Open the permission set you want, click on Manage Assignments

    3. Click on Add Assignments, and select the users you want. Then click on Assign.

      You can also see a step by step in this video

      API and Apex Rest Services (Required)

      1. The user's profile must have API Enabled and Apex Rest Services permissions, in order to have all Tuvis features working properly.
        You can check this article to get more details

      Allowing users to delete messages (Optional)

      1. By default, users won't have access to delete messages.
        If you want to give them permission to delete synced messages, please, check this article

      Limiting Templates (Optional)

      1. By default, all users will have access to create templates and to the Templates tab, in Tuvis Engage App. If you want to control this access, you can follow this article

  3. Enabling Tuvis Lightning Components

  • You can add this component to these standard objects: Contacts, Leads, Accounts, Opportunities, Tasks, Activities and Cases. Simply repeat the step b to each object layouts.

  • Open a record of the object you want, in this example we will open a lead, then click on Setup, Edit Page.

  • Search for the Tuvis app

  • Click and drag Tuvis App to where you want in the layout. As an example, I drag it into the right side

e. You can click on Save and return to Lead.

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