This article serves as your setup guide. While you may need to occasionally switch to other articles for reference, you can always return here to continue where you left off. Take the time to plan your implementation carefully, considering factors like which objects will be hosted with the connector for displaying workspaces, and determining who will have the ability to create new workspaces.
Please Note:
- The NetDocuments Integration does not support Salesforce Classic. None of the provided lightning components within our app can be used or customized from the Salesforce Classic environment.
- To move forward in the set up of this integration you must be a Salesforce Administrator.
Install the NetDocuments Integration Package
For instructions to install the NetDocuments Integration, follow this link.
Set Up Your Users' Permissions in Salesforce
The integration has a built-in default set of permissions and permission sets that can be assigned to your users in Salesforce to grant functioning capabilities within the application. Follow this link for more information.
NetDocuments Authentication Setup in Salesforce
Follow this link for instructions on setting up the connection between NetDocuments and Salesforce.
And you're done!
You made it!! You have completed the required steps for the NetDocuments integration. If you would like to discover further functionality you can utilize in this integration, check out these other features:
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NetDocuments Workspace Manager allows users to create or edit object-specific configurations.
These configurations must be set up and active before using the connector component. - The NetDocuments Featured Items Manager allows users to create or edit configurations comprised of a list of documents and/or folders from NetDocuments and can be displayed using the NetDocuments Featured Items⚡component.
- The NetDocuments Document Link⚡component allows a user to link a specific document by saving the document URL into a specific field on the record.