Who Should Complete this Setup
If you are a Salesforce Administrator for your organization, please follow the steps in this guide to complete the setup for the SiftHub managed package.
If you are not a Salesforce Administrator but would like to use SiftHub for creating Projects from your Salesforce Opportunities, please contact your organization's Salesforce Admin and share this guide with them so they can complete the installation and setup.
Install the SiftHub Managed Package
Time to complete: 10-15 mins
Prerequisites
- Salesforce Administrator access
- Permission to install managed packages
Installation Steps
1. Access the Installation URL:
Click on the SiftHub installation link here: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgL0000005cO3
Verify with your SiftHub Customer Success Manager that this is the latest available version of the managed package.
Log in to your Salesforce account in the new browser tab that opens. You may have to wait a few seconds for the installation page to load.
2. Choose Installation Type:
Select whether to install for admins only, all users, or specific profiles only.
3. Approve Package Permissions:
Review the required permissions that the package needs to function correctly and click "Continue".
Note:
1. Amazon S3 needs to be approved as a CSP Trusted site to download the Project-related filed uploaded by the user in their Project Request.
2. SiftHub needs to be approved as a CSP Trusted site to view the SiftHub components installed with this package.
4. Complete Installation:
Click "Install" to begin the package installation process. This may take several minutes to complete.
5. Confirm Installation Success:
Once installation is complete, you will receive a confirmation message. Click "Done" to proceed.
You will be automatically redirected to the Installed Packages section within Setup where you can confirm that the SiftHub package is shown as successfully installed:
A confirmation email is also sent from Salesforce to the admin installing the managed package:
Add Permission Sets to Users
Time to complete: 3-4 mins
1) Access the Users Management
From the Setup menu, search for "Users" and click on the tab under "Users".
2. Select Active User:
From the Active users, select an active user to assign 'SiftHub' permission set.
3) Assign Permission Set
Under user section, click on 'Permission set assignments' button on the top left. In the 'Available permission section' section scroll and find 'SiftHub' permission set, add and save.
4) Confirm Permission set assignment
Under user section, hover on the 'Permission set assignments' button to confirm 'SiftHub' permission set exists.
Activate the Salesforce Connector in SiftHub
Time to complete: 3-5 mins
After successfully installing and configuring the SiftHub managed package in your Salesforce organization, you must activate the connection from within the SiftHub web application.
Prerequisites
A user with both of these permission levels:
- Salesforce Administrator permissions
- SiftHub Account Owner, Admin, or IT Admin role
Activation Steps
1. Access the SiftHub Web Application:
Log in to your SiftHub account at https://app.sifthub.io.
2. Navigate to Connectors Section:
From the left navigation menu, click on "Connectors" and then select "Bots" from the submenu.
3. Activate the Salesforce Connector:
Locate the Salesforce card in the connectors list and click the "Activate" button.
Alternatively, you can also click "Get Help" by expanding the connector card and reach out to the SiftHub team to get help with enabling the connector.
4. Authorize the Connection:
You will be redirected to a Salesforce authentication page (if not already logged into Salesforce). Enter your admin credentials and login.
Grant the requested permissions to establish the connection.
5. Confirm Activation:
After successful authentication, you will be redirected back to the SiftHub web application.
A confirmation toast message will appear after a few seconds, indicating that the Salesforce connector has been successfully enabled.
Post-Installation Setup
Add SiftHub Components to Opportunity Page Layout
To enable users to access SiftHub functionality within Salesforce Opportunities, you need to add the SiftHub Lightning Web Components (LWC) to your Opportunity page layout:
1. Access the Object Manager:
From the Setup menu, search for "Object Manager" and click on the tab under "Objects and Fields".
2. Select Opportunity Object:
Find and click on "Opportunity" in the list of objects.
4. Edit Page Layout:
Click on "Page Layouts" and then select "Opportunity Layout" which is to be modified.
5. Add SiftHub Components:
Click on the "Mobile and Lightning Actions" section in the Opportunity Layout palette, and locate the "Raise Project Request" SiftHub component.
Important: Place this component such that it is located as the first Action on the page layout under the Salesforce Mobile and Lightning Experience Actions panel. This is necessary to ensure that the button is visible within the Opportunity view for your Salesforce account.
6. Save the Page Layout:
Click "Save" to apply your changes to the Opportunity page layout.
Wait for a moment for the layout to save your changes. This should only take a few seconds.
Once your changes are saved successfully, you will be automatically redirected to the Page Layouts section of the Object Manager view.
Add SiftHub Projects Tab to Opportunity Page
After adding the "Raise Project Request" component to your page layout, you need to add the SiftHub Projects tab to display projects associated with each Opportunity:
7. Navigate to Opportunities:
Click on the App Launcher (grid icon) in the top left corner of your Salesforce window.
Search for "Opportunities" in the search bar and click on it.
8. Open an Opportunity Record:
Click on any Opportunity from the All Opportunities view.
9. Edit the Page Layout:
Click on the "Setup" icon in the top right corner and select "Edit Page".
10. Add a New Tab:
Important: Ensure to click on the central panel in the layout view (with sections for Activity, Details and Chatter) to update the right panel from the Page view to Page > Tabs view.
Once the right panel refreshes to the Page > Tabs view, click "Add Tab".
Set the Tab Label to "Custom" and Tab name to "SiftHub Projects".
11. Add SiftHub Projects Component:
Click "Done" to create the tab.
From the Components panel on the left, scroll down to the "Custom - Managed" section.
Locate and drag the "siftHubProjects" component to the "Add Components" section under the SiftHub Projects tab in the Opportunity Page view.
You will be able to preview the SiftHub Projects tab view once the component loads in a few seconds:
12. Save and Activate the Page:
Click "Save" in the top right corner.
In the modal that appears, click "Activate" to make this page available to users.
13. Set as Org Default:
Alternatively, you can choose click on "Activation" beside the "Save" action in the top right corner.
In the "Activation: Opportunity Record" page modal that pops up subsequently, click "Assign as Org Default".
In the "Assign form factor" view, select "Desktop" and click "Next".
14. Complete the Setup:
Review your assignments and click "Save" in the modal.
Click "Save" again in the top right corner of the Opportunity page view.
Click the ← arrow on the top left corner of the screen to go back from the Lightning App Builder view to the Opportunity where you started.
Validate managed package installation
After completing the setup, you should now be able to see:
1. The SiftHub Projects tab in each Opportunity record
2. The ability to view the list of Projects associated with an Opportunity (initially empty)
3. The "Raise Project Request" button within the SiftHub Projects tab
Integration Complete
Congratulations! You have successfully completed the SiftHub and Salesforce integration. Your users can now:
1. Raise Project Requests directly from Salesforce Opportunities
2. Assign requests to SiftHub users in your organization
3. Track project completion progress within the SiftHub Projects tab in Salesforce
4. Link existing SiftHub Projects to Salesforce Opportunities
What's Next
- Training: Schedule training sessions for your sales teams to familiarize them with raising project requests from Salesforce.
- Process Documentation: Document your organization's process for when and how to use the SiftHub integration within your sales cycle.
- Support: Contact your SiftHub Customer Success Manager with any questions or for additional guidance on optimizing your integration setup.
Thank you for completing the SiftHub for Salesforce integration. Your teams are now ready to collaborate more efficiently on proposal and RFP responses.
For any questions or assistance with using the SiftHub functionality, please contact your SiftHub Customer Success Manager.
Configure User Access
Time to complete: 5-7 mins
Important Note
The initial installation choice you made (install for admins only, all users, or specific profiles) determines access to SiftHub functionality and cannot be easily modified afterwards. Configuration changes to user access can only be made when upgrading to a new version of the package.
Understanding Package Access Options
Unlike some Salesforce applications, SiftHub does not operate on a per-user license basis. Instead, access is governed by the installation option you selected during the initial package installation.
Recommended Practice
We recommend installing the package for all users during initial setup. This provides the flexibility for any user to access the functionality if needed, without requiring additional configuration.
If you installed for admins only or specific profiles and need to expand access, you'll need to wait until the next version upgrade when Salesforce will prompt you to select installation options again.
Verify Current Access Configuration
Since Salesforce doesn't directly expose which installation mode was selected, you'll need to check which profiles have access to the SiftHub components:
1. Navigate to Setup:
From your Salesforce instance, click the gear icon ⚙️ in the upper right and select "Setup".
2. Check Profile Access:
In the Quick Find box, type "Profiles" and select it from the results.
3. Select a Profile to Check:
Click on a profile name (for example, "Standard User" if you want to verify non-admin access).
4. Check Installed Package Access:
Scroll down to find the "Enabled Apex Class Access" section, or use the left sidebar to navigate directly to it.
Profiles for which access to SiftHub Projects components is enabled should see the Class Names associated with the SiftHub package in this section.
5. Repeat for Key Profiles:
Check access for several key profiles in your organization to determine the scope of your installation.
Profile and Permission Set Options
If you've already installed the package for all users but want to control which specific users can initiate Project requests, you can leverage standard Salesforce permission mechanisms:
1. Create a custom Permission Set for SiftHub users
2. Configure page layout assignments by profile
3. Use field-level security settings to restrict access to specific fields
Contact your SiftHub Customer Success Manager if you need guidance on implementing these more granular access controls within your organization.
Updating or Uninstalling
Update the Package
When new versions of the SiftHub package become available:
1. Access the Installation URL:
Click on the new version installation link provided by your SiftHub Customer Success Manager.
2. Follow Upgrade Instructions:
Salesforce will recognize that you're upgrading an existing package and guide you through the upgrade process.
Uninstalling the SiftHub Package
If you need to uninstall the SiftHub package for any reason (such as preparing for a major version upgrade or discontinuing use), follow these steps to ensure a clean removal.
Time to complete: 10-15 mins
Important: Deactivate the Salesforce Connector in SiftHub web app First
Before uninstalling the package from Salesforce, you must first deactivate the connector in the SiftHub web application. This is because uninstalling the package will invalidate all authentication tokens, and failing to deactivate properly can cause connection issues if you plan to reinstall.
1. Log in to the SiftHub web application.
2. Navigate to Connectors > Bots.
3. Find the Salesforce connector card and click "Deactivate".
4. Raise a request with your SiftHub Customer Success Manager to deactivate the connector.
Remove SiftHub Components from Page Layouts
Before uninstalling the package, you must also remove all SiftHub components from your page layouts:
1. Remove Components from Opportunity Page Layout:
Navigate to Setup > Object Manager > Opportunity > Page Layouts.
Locate the "Raise Project Request" component in your layout and remove it by clicking the "×" in the top-right corner of the component.
Click "Save" to update the page layout.
2. Remove SiftHub Projects Tab from Lightning Pages:
Navigate to any Opportunity record.
Click the gear icon in the top right corner and select "Edit Page".
In the Lightning Page Builder, click on the "SiftHub Projects" tab to select it.
Click the trash icon to delete the tab.
Next, click X on the SiftHub Projects tab in the Page > Tabs panel on the right to delete the tab and its constituent components.
Click "Save" and then "Activate" to update the page.
In the activation modal, choose "Assign as Org Default" and follow the prompts to complete the activation.
Uninstall the package
After deactivating the connection and removing all components from your layouts, you can proceed with uninstalling the package:
1. Navigate to Setup:
From your Salesforce instance, click the gear icon ⚙️ in the upper right and select "Setup".
2. Find Installed Packages:
In the Quick Find box, type "Installed Packages" and select it from the results.
3. Uninstall SiftHub:
Locate the SiftHub package in the list and click "Uninstall".
4. Confirm Uninstallation:
Follow the prompts to confirm the uninstallation.
Confirm uninstallation in the Salesforce pop up.
5. Set package data retention preferences:
Choose whether you would like Salesforce to save a copy of the SiftHub managed package data.
Important: Uninstalling the package will remove all SiftHub components from your Salesforce organization. This action cannot be undone, and some data may be permanently deleted. We recommend taking a backup of your Salesforce organization before proceeding with uninstallation.
6. Verify package uninstallation:
You can confirm that the package is successfully uninstalled once you are automatically redirected to the Installed Packages section. It may take a few seconds for the package status to refresh.
You will also receive an email confirming the package uninstallation:
Reinstallation Note
If you're planning to reinstall the SiftHub package:
1. Complete the installation of the new package following the steps in the installation section of this guide.
2. Set up the page layouts and components as described earlier.
3. Re-activate the connector in the SiftHub web application by navigating to Connectors > Bots and clicking "Activate" on the Salesforce card.
4. Authenticate with Salesforce when prompted to establish a new secure connection with fresh authentication tokens.
Important: The reactivation step is mandatory after any reinstallation as the previous authentication tokens are invalidated during the uninstallation process.
If you need assistance with uninstalling or reinstalling the package, please contact your SiftHub Customer Success Manager for support.
Troubleshooting
Components Not Appearing on Opportunity Page
If users cannot see the SiftHub components on the Opportunity page:
1. Verify that the components have been added to the correct page layout
2. Confirm that the user has been assigned a license for the package
3. Check that the user's profile has access to the SiftHub objects and fields
Permission Issues
If users receive permission errors when trying to use SiftHub features:
1. Review the permission sets included with the package
2. Ensure permission sets are assigned to the appropriate users
3. Verify that field-level security settings allow access to SiftHub fields
Need Additional Help?
If you encounter any issues during installation or setup, please contact your SiftHub Customer Success Manager or reach out to support@sifthub.io for assistance.