Can we add some other omnichannel inside salesforce? Salesforce has omnichannel of its own, but just like it provides open CTI to connect to different digital contact center , can a different omnichannel be integrated with salesforce as well?
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I have requirement where I need to send email template from the docusign and docusign template should have the salesforce object field data (specific fields) and I am using docusign APIs (custom API) not an application in this case, how I will be able to achieve this.
I have gone through it's documentation and also gone through many articles where it is recommending to use docusign application (managed package) for sending data from salesforce to docusign but in my case whatever code I will be adding it will be in managed package that is why I have to strictly use APIs only.
Note I have already written the integration where I am able to sending the templates from the docusign but my finding is how I can send salesforce data to docusign, or is there way to create dynamic template which will use salesforce object data.
To send SalesForce data to DocuSign, you have to use the DocuSign Apps Launcher for Salesforce which is a package of apps that work together to generate and send contracts for review, approval and signature.
https://developers.docusign.com/docs/salesforce/
Most DocuSign workflows and processes can be accomplished through the DocuSign eSignature for Salesforce UI, they can be customized and automated more extensively using the DocuSign API functionality exposed by the Apex Toolkit. If your Salesforce implementation uses Apex to customize DocuSign eSignature for Salesforce, we recommend installing and using the Apex Toolkit.
https://developers.docusign.com/docs/salesforce/salesforce101/apex-toolkit/
I have built a salesforce App using API integration, but the API functionality is limited Enterprise and Unlimited editions or Professional only with an add-on. However, I have clients on Professional that have other apps that share data without API service on their domain (for instance zoominfo and HubSpot). How is this possible? Is there any way to integrate data with an external service skipping the API so it is accessible to more users?
This app takes data captured on another website and adds leads, contacts and actives into Salesforce (currently using the REST API).
Thanks!
Is there a way to use Sharepoint Framework Client side Webpart to use on classic Sharepoint Page ? I want to use Graph API. and it looks like i can use that using SpFx (without Azure AD App) but wondering if SpFx webpart can be added on classic SharePoint page (Project Online).
Also, I do not want to create Azure AD App to acquire access token and then use Graph APIs.
It looks like I have only following options:
Option 1: Use SpFx to create Webpart to use Graph API without registering App to Azure
Option 2: Use Azure AD App to access graph api access token and then use that token hit APIs
Is there anything else i can do ? 😁
SPFx web parts can be added to both classic and modern pages. See here: SPFx web parts can be added to both classic and modern pages.
And by using SharePoint Framework, you don't need to explicitly create Azure Active Directory applications to manage your permissions for your solutions.istead, you can request the needed permissions in your solution package, and Microsoft 365 tenant administrator can then grant the requested permissions in general for all solutions or for this specific solution (isolated solution). Read this article for more: https://learn.microsoft.com/en-us/sharepoint/dev/spfx/web-parts/get-started/using-microsoft-graph-apis
In our project we are trying to integrate Microsoft teams with web application.Using MS Graph API i have created Online meeting and obtained id and joinurl of meeting and stored in db,the user will not get to know about meeting url . is there any way to start the MS Teams online meeting from webapplication and after leaving the meeting the person should automatically redirected to same webapplication.
usecase will be to create a onlinemeeting and join the meeting directly from application.
I have implemented this usecase for Zoom Meeting,is there any plugin or some other things available for MS Teams online meeting to implement this useCase in Angular and jsp.
How do I single sign on to Dynamics 365 portal using Salesforce credentials ?
Ok, this is how I achieved SSO to dynamics 365 using salesforce credential:
First, we need to create a connected app in Salesforce. We can easily find resources online on how to create a connected app on Salesforce. Key things to consider is that both Salesforce and Dynamics uses SAML based authentication so we need to enable SAML while creating connected app.
EntityId would be url of the Dynamics Portal
https://yourportal.microsoftcrmportals.com
ACS URL would be https://yourportal.microsoftcrmportals.com/signin-saml2
Let start URL as: https://yourportal.microsoftcrmportals.com
Let Subject Type as: Username
Put Name ID Format: ....emailAddress
Leave other values as default and Save it. You might need to set up My Domain if you have not done so.
You have to now provide permission to users to access this app through manage profile.
Now we need to do some config setup at the Dynamics Side.
Go to your Dynamics CRM backend and on the Portals >> Site Settings. You need to create few settings.
Name: Authentication/SAML2/YourAppName/AssertionConsumerServiceUrl
Website: your Dynamics Portal
Value: https://yourportal.microsoftcrmportals.com/signin-saml2
YourAppName can be anything you want. Similary, create settings for following names:
Authentication/SAML2/YourAppName/AuthenticationType
Value would be IdP-Initiated Login URL from Salesforce
Authentication/SAML2/YourAppName/MetadataAddress
Value would be Metadata Discovery Endpoint from Salesforce connected app, we created earlier
Authentication/SAML2/YourAppName/ServiceProviderRealm
Value:https://yourportal.microsoftcrmportals.com
Thats it. Now click on IDP Initiated login url that is provided in the Salesforce. That should work.