As we constantly strive to make the Nuxeo Platform better and more integrated than ever, we turned our attention to the Salesforce (SF) platform and connectors. In our latest release, Nuxeo Platform Fast Track 7.4, we introduced a new Nuxeo Salesforce Connector for integrated Customer Relationship Management.
The Nuxeo Salesforce Connector (Salesforce Canvas App) provides a new way to attach your documents to any Salesforce object - such as opportunities, contacts and accounts - and allows users to easily search, list and preview all of these related assets from within the Salesforce UI.
Of course, these documents are stored within a remote Nuxeo server and a Salesforce user can use all the powerful features of the Nuxeo Platform on these documents.
Let’s see how this integration looks and how it works!
Let’s get started by displaying an SF object (in this example, an opportunity).
If you look right under the first set of metadata for your SF object, you will see a new UI area, “Related documents from Nuxeo.” That’s the drag and drop zone for your attached documents in Nuxeo!
Documents dropped here will then be stored in a remote Nuxeo server. Now you can edit and preview them, download the content, create folders within this container and see the metadata - all while working within the Salesforce.com UI.
Switch to the “Audit” tab, and you will see the activity listing for all the attached documents that have been associated with that SF object.
The Nuxeo integration with Salesforce.com is fast, reliable, and secure. You won’t miss any action on your SF object and your documents will be securely stored in a remote Nuxeo server where you will be able to apply workflows, edit the metadata and create new actions, thanks to the Nuxeo platform and Nuxeo Studio features!
How the Nuxeo Integration within Salesforce.com Works
By following our documentation, you will be able to test this plugin (even with free trial Salesforce and Nuxeo accounts!)
The Nuxeo Salesforce plugin is, first and foremost, a new complete UI that is all written in Polymer elements: Material design, performance and advanced HTML5 Google UI right within Salesforce!
This polymer can be embedded in every kind of HTML5 environment. It will be maintained and great new features will be introduced! So, don’t hesitate to check this out regularly and use it for your own Canvas App!
Nuxeo/Salesforce Authentication Made Easy
As you can see, bijective authentications have to be executed in order to:
- Access the Nuxeo repository and client
- Access the Salesforce context and SF objects data
Salesforce access is executed through OAuth2, thanks to the SF SDK and Basic authentication is configured for Nuxeo access (but with Nuxeo all of these authentications can be configured!)
For Salesforce authentication there’s nothing tricky. All you have to do is enter your client ID in the Nuxeo admin center and your callback, and you’re done!
Adding the Power of Nuxeo to Salesforce.com
In order to drag and drop documents within the Nuxeo Canvas app, a default configuration to bind SF objects to Nuxeo objects has been defined. Creating an SF object will then trigger the creation of a Nuxeo container. This container gets a SF ID and Name properties and the user can drop related documents in this container.
This configuration is not hard coded. Use the Nuxeo Platform to define your own configuration!
These contributions are based on Automation:
- You can override the chains to bind to your custom documents
- Define new rules if you want to do extra operations with this binding
- Play in Nuxeo Studio directly to enjoy powerful and easy configuration features!