ML4SF Setup

ML4SF_header

日本語版【Salesforce連携 [ML4SF初期設定] 】はこちら

0. Table of Contents

1 (1) Preparation
2 Installing “MakeLeaps for Salesforce”
3Salesforce Settings
Change Connected App Permissions
Allocation Management
Edit Accounts
Add “Accounts” Screen to MakeLeaps
Add Sync With MakeLeaps” to accounts list view
Edit Contact
Add “Account Administrator” screen to MakeLeaps
Edit Opportunity
Add “Opportunity” screen to MakeLeaps
Add “Sync with Makeleaps” to Lead List View

4 Open ML4SF
Connect MakeLeaps from Salesforce
Authenticate MakeLeaps application
Set Company Information in MakeLeaps
Set default settings to include account
Sync “Account” information with MakeLeaps
Set per Account send method

5

 Plan Signup

6__1_ Other
Supported Browsers
If unable to add permission set with “Professional edition”
Add a New User
Add a MailPoint
Use the Import Function
Setting Login Access Permissions
Conversion to Classic for users of “Lightning Experience”
Lightning Experience changes for users of “Classic”
Browser settings for Safari
Browser settings for Internet Explorer
Browser settings for Firefox
Browser settings for Google Chrome

Setting ML4SF (MakeLeaps for Salesforce)

1. Preparation

*This is only required for the first use (See here to add a user)
*If you are installing an upgrade package then please skip to 2.”MakeLeaps for Salesforce”

  • Log in to Salesforce account
    [Required Items]
    System administrator account (to install and set permissions)
  • If you have an existing MakeLeaps account, please log out
    (To use this function, you must make a new MakeLeaps account rather than using an existing account. To migrate data and MailPoints, please contact support@makeleaps.com)
  • Users of Lightning Experience should set it to Classic Mode
    Setting method is here

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2. Installing “MakeLeaps for Salesforce”

  1. Download MakeLeaps from the AppExchange®
  2. “Download Now” >“Install Live Environment” > After reading rules and requirements, check the “agree” button and click “Confirm and Install”
    ml4sf
  3. On the displayed log in screen, enter username and password
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  4. To easily recover your ID, input your mobile phone number to register it, then enter the code that is sent to your phone and click “Authenticate.”
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  5. Select “Install For All Users” in the package installer, then click “Install.”
    *It is not possible to select “Install for Administrator” or “Install for Specified Profile.”
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    *For users who will not use MakeLeaps, view management can be controlled in “Allocation Management”.
  6. Check the box by “Allow Third Party Access” and click “Next.”
  7. Select “Allow Access for All Users” in the package manager and then click “Next”
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  8. Click “Install” in the package manager
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    *If you are installing a upgrade package then the process is now complete

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3. Salesforce Settings

Edit Connected App permissions

  1. Click on “Settings” in the upper-right of the screen
  2. Select “Management” > “Manage applications”> “Connected Applications”
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  3. Click on “Edit” next to “MakeLeaps”
  4. In the Oauth Policy, select “Users authorized by administrator are pre-authorized” in “Permitted Users”
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  5. Click “Save”

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Allocation Management

  1. Click on “Settings” in the upper right
  2. Select “Manage” > “User Management” > “Permission Set” from the left menu
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  3. Click “MakeLeaps User”(or on the new permission set made in “Edit Permission Set”)
  4. Click on “Allocation Management”
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  5. Click “Add Allocation”
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  6. Select the user that will use MakeLeaps and click on “Allocate”
    *For users that will not use MakeLeaps, they will not be displayed if you make no allocation here.
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  7. Confirm Completion Message
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  8. Click “Finish”

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Edit “Accounts”

Add “Accounts” screen to MakeLeaps

  1. Click on “Settings” in the upper right
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  2. Select “Build” or “Application Settings” > “Customize” > “Account” >”Page Layout”
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  3. Click “Edit” next to “Account Layout”
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  4. Drag “Sync with MakeLeaps” from the layout panel to “Account Information” on the bottom
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  5. Select “Visualforce Page” on the layout page, and drag & drop it to the “Details” below “Account Documents”
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    (Minimum Height: 350px)
  6. Click on “Save” in the layout panel

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Add “Sync with MakeLeaps” to the Account List View

  1. Click “Setting” in the upper right
  2. Click “Build” or “Application Settings” > “Customize” > “Account” >”Search Layout”
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  3. Click “Edit” next to “Account List View”
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  4. For Custom Buttons, add “Sync with MakeLeaps” to Selected Buttons.スクリーンショット 2015-07-15 午後11.23.25
  5. Click on “Save”

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Edit “Account Administrator”

Add “Account Administrator” screen to MakeLeaps

  1. Click on “Settings” in the upper right
  2. Click on “Page Layout” in “Build or Application Settings” > “Customize” > “Account Administrator”
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  3. Click on “Edit” next to “Contact Layout” or “Account Administrator Layout”
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  4. Select “Visualforce Page” from the layout panel, then drag and drop “Contact Documents” to the “Detailed Information” section on the bottom.
    全画面_2015_07_15_午後11_25 のコピー
    (Minimum Height: 350px)
  5. Click on “Save” in the layout panel

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Edit “Opportunity”

Add an “Opportunity” screen to MakeLeaps

*This step is not required for users of Force.com.

  1. Click on “Settings” in the upper right
  2. Click “Page layout” under “Build” or “Application Settings” > “Customize” > “Opportunity”
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  3. Click on “Edit” next to “Opportunity Layout”
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  4. In the layout panel, navigate to “VisualForce Pages” and drag & drop “Section” to “Detailed Information” near the bottom. Name the section “MakeLeaps” and click “OK”
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  5. Select “Visualforce Page” in the layout panel and drag & drop “Opportunity Documents” into the “MakeLeaps” that was created
    スクリーンショット 2015-09-14 18.41.36(Minimum Height: 350px)
  6. Click “Save” in the layout panel

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4. Start ML4SF

Connect to MakeLeaps from Salesforce

Authenticate MakeLeaps application

  1. Select “MakeLeaps” application
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  2. Check the box next to “Agree to Terms of Use” then click the “Use MakeLeaps” button
    Pasted image at 2015_10_19 11_23 AM
    *If a page saying “Administrator Privileges Required” is shown, please click the “MakeLeaps Home” tab
  3. Complete

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Sync “Account” information with MakeLeaps

Select if you want All Salesforce “Account” information Synced with Makeleaps.
Under “Accounts,” the information with “Allow MakeLeaps Export” checked will be synced with MakeLeaps (Account Administrators are the same.

  1. From the “Account” tab, select the “All Account” view
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  2. Select the Account to synchronize and click on “Sync with Makeleaps”
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  3. Click “Confirm” on the confirmation screen
  4. Complete (Depending on the number of accounts selected, it may take some time before it is reflected in MakeLeaps.)

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5. Plan Signup

    1. 1. Click on “__ days remaining in free trial” from the bottom of the left-hand menu
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    2. After selecting plan, click on “Apply for ML4SF”
      plan choice screen
    3. Enter billing information, then click on “Apply for ML4SF”
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      *Only monthly contracts (bank transfer) are available.
      *The amounts shown are for one organization (with unlimited users). Please contact us for details.
      *If you will use the sending service, an additional charge of 148 yen (tax exclusive) per mail will be charged.
      *Salesforce Professional edition or Force.com can be used.

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6. Other

Supported Browsers

Salesforce Classic is supported on Microsoft® Internet Explorer versions 9, 10, 11, Apple® Safari® version 8.x for Mac OS X, and Windows® 10 on the Microsoft® Edge. In addition, the latest stable versions of Mozilla® Firefox® and Google Chrome™ are also supported. There are some limitations.

If unable to create permission set while using the Professional Edition

There is a limit to the number of permission sets that can be added with the Salesforce Professional Edition.
If you have reached the limit and cannot copy a permissions, please use an existing permission set.

Add new user

      1. Register a new user with a Salesforce Organization (Settings > User management > Create New)
      2. Click on the the “MakeLeaps2” that was created using allocation management in Settings > User Management > Permission Set
      3. Click on “New Allocation”
      4. Select new user from list, save

Add mail point

To send documents, at least one mail point is required.

      1. Click on “Company Settings” from “MakeLeaps”
      2. Click on the “Purchase Mail Point” button, and click “Purchase” under the number of mail points which you want to get.
        purchase mail point
      3. Click “Purchase”
        *Points will be added, and they can be used immediately.

Using the Import Function

It is possible to import data using excel or CSV.
Please see [ML4SF] Import Function for details

Setting login access permissions

      1. Click on “Settings”/”Personal Settings” under “Name” at the top of the page.
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      2. Click on “Login Access Permissions”/”Shared Login Access” from the “Personal Information/Personal” section under “Personal Settings/My Settings” from the menu on the left.
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      3. Grant access to “MakeLeaps – ISV Edition Support”, set the Access Duration to “3 days”, and click save.スクリーンショット 2016-01-06 17.22.58
        *Depending on the survey situation, it is possible that another operator will log in.
        *When our support staff uses login access permissions and logs in via proxy, records are kept in the configuration change history for your organization.

Method for updating to Classic from Lightning Experience

Users of Lightning Experience should go through the procedures above to change to Classic Mode settings.

      1. Click the “スクリーンショット 2015-11-02 18.09.20” icon in the top right and select “Home Settings”
      2. Click on “Lightning Experience” under the menu bar.
      3. Turn off “Activate New Salesforce Environment” at the bottom of the displayed screen.
        無効化
        After updating page, continue with settings.

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Lightning Experience modifications for Classic users

You can upgrade to Lightning Experience from classic in the settings menu.
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Browser setting for Safari

If the following appears regularly then it is possible that browser settings are hindering proper display.
image
[Confirmation Method]
Safari Browser → Environment Setting → Privacy → Cookie & Web Site Data
If “Always Block” or “Only Allow From Currently Accessed Web Sites” is set, it’s possible that the program will not function normally.
If an error is displayed with “Allow from accessed web sites” then please see the following link: http://salesforce-app.makeleaps.com/ and then access the ML4SF page again.

See here for details

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Browser settings for Internet Explorer

If you use Salesforce with Internet Explorer then we recommend using the latest supported version. Please apply all Microsoft updates.

Applicable editions: All editions

To optimize Internet Explorer performance, from browser settings one should set the following options after the “Internet Options” dialog box.

  1. Under the “All” tab, Click on “Settings” under “History”.
  2. Under the “Confirm latest version of saved pages” option, select “Automatically Confirm.”
  3. Under the “Disk Space Usage” option, select a value that is 50MB or more.

“Security” tab

  1. Under the “Security” tab, proceed to “Internet” and then click “Customize Level” and scroll to the “Script” section.
  2. Confirm that the “Active Script” option is turned on. This setting must be on to use Javascript.

“Privacy” tab

  1. Under the “Privacy” tab, click on “Details.”
  2. Select the “Automatically overwrite cookies” option.
  3. Select the “Always allow session cookies” option.
  4. Select “Accept” under the “Third Party Cookie” option.

“Detailed Settings” tab

  • In the “Detailed Settings” tab, scroll to the “Security” section and set as follows.
  • Do not turn on the “Do not save encrypted pages to disk” option.
  • [TLS 1.0 を使用]Click on [Use TLS 1.0], [Use TLS 1.1] and [Use TLS 1.2]. Turn off [Use SSL 2.0] and [Use SSL 3.0]. SSL is not supported by Salesforce. TLS 1.0 will no longer be supported after it is invalidated (June 2016 for Sandboxes and the middle of 2017 for production environments.)

*See here for details

Applicable editions: Salesforce Classic (All Editions)

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Browser settings for Firefox

To optimize Firefox for use with Salesforce, it will be necessary to modify some browser settings.

Applicable editions: All editions

Salesforce offers testing and support of the latest version of Firefox. It is required that Firefox be configured to accept cookies.

  • Click [Tools] | [Options] (On Mac, click [Firefox] | [Environment Settings]).
  • Navigate to the [Privacy] panel.
  • Under [Firefox Operations], select [Use Custom Settings for History].
  • Select the [Save Site Cookies] option.
  • Select the [Save Third Party Cookies] option.
  • Under the “Set Time for Save” option, select “Expire”.
  • Click “OK”.

To maximize performance, we will adjust detailed setting regarding the cache.

  • Enter “about:config” in the browser’s location bar and press “Enter”.
  • If a warning dialog appears, click “Proceed with caution”.
  • Search for the following settings, double click the setting title, and enter the recommended value. The changes will take effect immediately.
  • Next conduct caching settings, to set recommended browser settings for shared resources.
Applicable editions: Salesforce Classic (All Editions)
PreferenceRecommended SettingDefault Value
browser.cache.check_doc_frequency33
browser.cache.disk.capacity50,000 以上。ハードディスク使用量を増やします。50,000
browser.cache.disk.enabletruetrue
browser.cache.disk_cache_ssltruefalse
browser.cache.memory.enabletruetrue
network.http.use-cachetruetrue

*See here for details

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Browser settings for Google Chrome

In browser settings, Cookies can be accepted or blocked on a per web site basis, and those cookies can be made active or inactive.

      1. Open Google Chrome.
      2. Under the details icon in the upper right corner of the screen, click on “Settings”.
      3. Click the “Advanced” tab at the bottom of the screen.
      4. In the Privacy and Security area, click on “Content Settings”.
      5. Edit the “Cookie” settings.
      6. To allow both first party and third party cookies, select “Allow Local Data Settings”.
      7. To block all cookies, select “Block all data settings from sites”. If you set this, you will be unable to use most sites that require a login.
      8. To allow first party cookies but block third party cookies, check the box next to “Block site data from third parties”. If this is set, even is you add a site to an exception list to allow cookies, it may still be impossible to read and write site data.

*See here for details

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Inquiries

If you have questions regarding the operation, please contact us using the “?” located on the lower right side of the screen.
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TEL: 03-4550-1548
Email:support@makeleaps.com
Support Hours:9am to 6pm Japan Standard Time