1. Add Salesforce Instance URL to site level custom property.
Site Admin -> Side Details -> Customization Tab
Add following property with value salesforce my domain url : SALESFORCE_INSTANCE_URL=https\://xyz.my.salesforce.com
2. Add Salesforce username to Custom user properties.
Site Admin -> Custom Properties -> User Properties (add following property)
-
SALESFORCE_USER_ID
Note : Once created this will be available to be viewed / updated in Profile -> Edit -> Go to Personal tab
3. Enable Velocity at Site Admin -> Site Details -> Customisation. Add following property
ENABLE_VELOCITY=true
4. Add new placements for enabling SF button for site admin.
Site Admin -> Placements -> V2 Navigation
Add following snippet
| ${UIContext.getUiManager().getTopNav().getHtml()} #if ($UIContext.isAdminOrSiteAdmin() ) <ul class="customMenu"> <li><a href="/oltpublish/site/sf.do?dispatch=viewSalesforceOptions" target="_parent"> <i class="fa fa-cog"></i> <span class="menu-item-parent">Salesforce Sync</span></a></li> </ul> #end |
5. For Admin user set up all the custom property at # 2 with value. Once this is setup for user; click link "Salesforce Sync" to proceed with sync data
