Installing Uplink into Salesforce Classic

Installing Uplink into Salesforce Classic

Before installing Uplink into your Salesforce instance, you will first need to have an Uplink Account. Uplink is compatible with Salesforce Enterprise and Unlimited. If you need an Uplink account, please contact us.  
  1. Prior to clicking the Uplink Installation Link, the following settings must be configured. 
    1. In the Setup Quick Find, search for User Interface.  
    2. Select the only User Interface Displayed.
    3. In the Setup Section, set to true: “Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners User Permissions.”
    4. Click “Save”
  2. Click on Uplink Installation Link provided to you by your Customer Success Manager.
  3. Log into the Salesforce org you want to install this in.
  4. Select “Install for all users”, check the checkbox, and click "Install".

  1. Next, you will need to clone the Uplink Admin Permission Set. Uplink Admin and Read Only Permission Sets are part of the managed package. However, they will need to be cloned to be edited.  The cloned Permission Set will then be assigned to your users.
    1. First, navigate to Setup and then Permission Sets under Manage Users. 
    1. Find the “Uplink Admin” Permission Set and select Clone 
    1. Change the label and API Name to differentiate from the original and then save.
    1. Click into the cloned ”Uplink Admin (clone)” and click on “Object Settings.”
    1. Find and click on “Uplink” within the list.
    2. Once you open the Permission Sets, select “Edit” to modify the Record Type Assignments.
    1. Check “Uplink Call” and “Uplink Message” from Uplink: Record Type Assignments then click “Save.”
    1. Navigate back to “Object Settings” and click on “Tasks.”
    1. Click “Edit” and check  “Uplink Call” and “Uplink Message” to the Record Type Assignments. You will also click “Read Access” and “Edit Access” for “Comments,” “Due Date,” “Name,” and “Type.” After checking the boxes, click “Save.”
    1. To assign this Permission Set to a user, select “Manage Assignments.”
    1. Then select “Add Assignment” to assign the Permission Set to any Admin users.
    1. Select the Users you would like assigned and click “Done.”
  2. Now you can clone the Uplink Read Only Permission Set. 
    1. First, navigate to Setup and then Permission Sets under Manage Users 
    1. Find the “Uplink Read Only” Permission Set and select Clone
    1. Change the label and API Name to differentiate from the original and then click "Save."
    1. Click into the cloned ”Uplink Read Only (Clone)” and click on “Object Settings.”
    1. Find and click on “Uplink” within the list.
    2. Once you open the Permission Sets, select “Edit” to modify the Record Type Assignments.
    1. Check “Uplink Call” and “Uplink Message” from Uplink: Record Type Assignments then click “Save.”
    1. Navigate back to “Object Settings” and click on “Tasks.”
    1. Click “Edit” and check  “Uplink Call” and “Uplink Message” to the Record Type Assignments. You will also click “Read Access” for “Comments,” “Due Date,” “Name,” and “Type.” After checking the boxes, click “Save.”
    2. On the cloned Permission Set, click on System Permissions and select “edit.” Scroll to “Set Audit Fields upon Record Creation” and make sure the checkbox is true.  Then “Save.”
    3. To assign this Permission Set to a user, select “Manage Assignments.”
    1. Then select “Add Assignment” to assign the Permission Set to any Admin users. 
    2. Select the Users you would like assigned and click “Done.”
  3. Continue to add Uplink to the Object’s Page Layouts in Salesforce Classic.
    1. Navigate to the Setup menu
    2. Search for Contact or Lead in the Quick Find / Search box
    1. Select “Page Layouts”
    1. Select “Edit” on the desired page layout
    1. Create a new Section called “Uplink” with 1 column.
    1. Navigate to the VisualForce selection and drag UplinkClassicLead or UplinkClassicContact into this section.
    1. Navigate to the UplinkClassicLead or UplinkClassicContact component you just added, click on the wrench icon. Then, edit the Height to "600". Click "OK."
    1. Click "Save."
      1. Repeat Steps a through h to add this to any other objects / page layouts.
  4. Next, add this to Salesforce Mobile layout.
    1. Navigate to the Setup menu 
    2. Search for Contact or Lead 
    3. Select Page Layouts 
    4. Select “Edit” on the desired page layout 
    5. From the “Mobile & Lightning Actions” field section, drag “Uplink” into the “Salesforce Mobile and Lightning Experience Action”
    1. Click "Save."
      1. Repeat Steps a through f to add this to any other objects/page layouts.
  5. After adding the Mobile layout, navigate to the “Settings” tab with your Uplink Web App to enter your Uplink Organization Name and Uplink Authorization Token
    Your Uplink Organization Name and Uplink Authorization Token will be found in your Uplink Web App. You will find your Uplink Organization in the Plan tab and the Uplink Authorization Token in the Salesforce tab.
    1. First, navigate to the App Launcher (this will be in your Salesforce Lightning View).
    1. Select “Uplink Setup” from the list of apps and tabs.
    2. Add your Uplink Organization Name and Uplink Authorization Token.
    1. After you click Update, you will be prompted to continue the installation process. Click "Yes" to continue (as seen in the below screenshot).


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