Installing the SendSafely Agent App for Salesforce

The SendSafely Agent App for Salesforce is included in all Business and Enterprise plans, and is available for free download from the Salesforce AppExchange. 

After successfully installing the Agent App, you can follow these instructions–intended for Salesforce system administrators–to set up its Lightning Web Component.

The core of the SendSafely LWC is a custom canvas app that runs as a Salesforce Connected Application. Setup Step 1 will show you how to configure the OAuth and access control policies for the SendSafely Canvas Application, and Setup Step 2 will walk you through enabling the SendSafely download and upload features of the app on a Lightning Record Page.

Installation Notes

Requirements: Salesforce edition must have API access enabled.

• If installing the app into a sandbox organization, replace the initial portion of the installation package URL with https://test.salesforce.com
• If you have an existing version of the package already installed in your Salesforce organization, you may need to uninstall that version before proceeding with the installation of the current version. Before uninstalling, you may first need to remove any existing SendSafely components from Case pages where they are set up.

Step 1: Setup OAuth Policy & Profile Access for admin pre-authorization of approved users

This step is only required if the Salesforce system administrator is pre-authorizing the use of SendSafely for approved users.

Setup Steps:

1. Navigate to Quick Find box -> Manage Connected Apps.
2. Click the “Edit” link in the Action column for "SendSafely Canvas Application”.
3. Under OAuth policies, select “Admin approved users are pre-authorized” from the Permitted Users dropdown. Click the OK button when prompted.
4. Click the Save button at the bottom of the page.
5. From the Connected Apps screen click "SendSafely Canvas Application” link in the Master Label column.
6. Click the “Manage Profiles” button under the Profiles section. Select all profiles that should have access to the app, then click the Save button.

Any Profiles granted access to the SendSafely Canvas Application also need access to the SendSafelyCanvasLifecycleHandler class. To grant this access, follow these steps:

1. Navigate to Quick Find box -> Apex Classes.
2. Click the “Security” link in the Action column for "SendSafelyCanvasLifecycleHandler"

    3. Enable the same profiles granted access to the canvas app, then click the Save button.

Step 2: Edit Lightning Record Page to Run the SendSafely Component

1. Navigate to Quick Find box -> Lightning App Builder.
2. Click the “Edit” link in the Action column for the Lightning Record Page where you want to install the SendSafely LWC

3. Drag and drop the SendSafelyLightning component to the desired location on the page. Click on the component to expose the configuration options to the right of the screen.

Case Lightning Page

If loading the LWC onto a Case Lightning Page configure the following fields:

• SendSafely Portal Host Name - This field is optional. You should populate this property with your SendSafely portal host name in the format https://[company].sendsafely.com if you are a multi-tenant organization in SendSafely, or have Salesforce agents with multiple email domains registered within your SendSafely portal.

If loading the LWC onto a Case Lightning page, no further configuration is required. Click Save.

By default, the LWC interprets any SendSafely secure link posted to the Case Chatter Feed and displays a consolidated list of files from the linked package. For these files to display in the LWC, the SendSafely package must be active (i.e., not expired) and the logged-in agent must be a recipient on the package:

• For inbound submissions posted to the case via Dropzone upload, recipient access is managed via the Dropzone Recipient List.
• For outbound files attached using the SendSafely app, recipients are the SendSafely user who uploaded the files AND the users specified in the following Case fields:
  • Owner
  • Creator
  • ContactEmail
  • SuppliedEmail

If any of the above fields reference a Salesforce group, the app resolves individual group members, and adds each resolved member as a recipient.

Please note that links and agent comments submitted using the LWC will be posted to the Chatter Feed for the Case as a FeedItem of type LinkPost.  If your customers lack access to items in the Chatter Feed, your agents must provide them with the secure link in order for them to access the files. You can share the secure link manually using the Email Quick Action panel or automatically via email using a custom trigger.

Non-Case Lightning Page

If loading the LWC onto a non-Case Lightning Page (such as a record page for a different native or custom object), configure the following fields:

• SendSafely Portal Host Name - This field is optional. You should populate this property with your SendSafely portal host name in the format https://[company].sendsafely.com if you are a multi-tenant organization in SendSafely, or have Salesforce agents with multiple email domains registered within your SendSafely portal.
• SendSafely Link Field - The name of the Salesforce object field containing the SendSafely secure link. This field must be located on either the same page as the LWC, or on a child record (see below).
• Child Relationship Name - If you've installed the LWC on a master record, and wish to aggregate files contained in SendSafely links posted to related child records, populate this field. The LWC will display a consolidated list of files from the child records' linked SendSafely packages on the master record page. If the page you're installing the LWC on doesn't have a master relationship with child records containing SendSafely secure links, leave this blank.

Instructions for obtaining the SendSafely Link Field and Child Relationship Name values are provided below:

SendSafely Link Field

• To obtain the SendSafely Link Field, open the Object Manager and select the object containing the SendSafely secure link to be referenced by the LWC.
• Open the Fields & Relationships tab.
• Copy the value in the FIELD NAME column (in this example, sendsafely_SendSafely_Link__c), and paste it in the SendSafely Link Field input on the Lightning App Builder for the record page, then click Save.

Child Relationship Name

• To obtain the Child Relationship Name, open the Object Manager and select the desired child object.
• Navigate to the Fields & Relationships tab. Click on the FIELD LABEL that contains the Master-Detail or Lookup relationship between the child and parent objects.

• Copy the value from the Child Relationship Name field (in this example, ssCustom_childs), and paste it in the Child Relationship Name input on the Lightning App Builder for the master record page, then click Save.
  • If using a Namespace Prefix, prepend its value following the format NamespacePrefix__ChildRelationshipName (in this example, sendsafely__ssCustom_childs).

To test your setup, create a SendSafely package containing one or more files in the SendSafely web portal. Ensure that the logged-in Salesforce user is either the sender of that package or one of its recipients. Copy the secure link to the package into the field configured as the SendSafely Link Field. The files contained within the package should now be displayed in the LWC.

Please note that your agents cannot upload secure files using the LWC from non-Case pages. Upload capability is available only from the LWC on a Case Lightning Page.