Install the Upland Qvidian Integration Package

Salesforce provides customer relationship management capabilities so that customers can administer sales information. At various stages throughout the sales process, documents must be produced to aid in the sale. These documents range from letters, to RFPs, proposals, and presentations. Enabling Salesforce integration with Upland Qvidian provides users with the functionality to create documents and projects in Upland Qvidian, populate data from Salesforce automatically, and access links to Upland Qvidian built documents, packages, and related information in Salesforce. Data can be modified within Upland Qvidian or Salesforce. After the initial document has been created, this data will continue to require synchronization.

Caution: Users must upgrade their Qvidian Salesforce Package prior to the Salesforce Summer '23 release. For more information, see the Salesforce Help and Training Community.

Requirements

A password is required to install the package. The password was sent to you via email by Upland Qvidian. If you have not received it, please contact your Customer Success Manager. The person who performs this installation for your organization must be a Salesforce Administrator.

To successfully integrate Upland Qvidian and Salesforce.com:

  • Both a working implementation of Upland Qvidian and configured Salesforce organization are required.
  • End users who are expected to use the integration must have access to both web applications.
  • User logins must be identical when connecting to Upland Qvidian from Salesforce using the session ID. It is recommended that you use the same email address as your login for both systems.
  • The same client PC requirements for Upland Qvidian are required for Salesforce Integration.
  • Although not required, it is highly recommended to configure both Upland Qvidian and Salesforce to be in the same security zone. Upland Qvidian is typically configured to be in the "Trusted Sites" zone. If Salesforce is not in the same security zone, users will be warned when they try to access content from a different security zone.

    • Tip: To avoid the warnings, users should add both https://*.Salesforce and https://*.force.com to their Trusted Sites security zone (or a zone in which Upland Qvidian is currently configured).

Client PC Setup and Configuration tasks

To install the Upland Qvidian Integration Package, follow the tasks below.

Note: New release packages are upgrades and do not require the previous existing release to be uninstalled.

  1. Open a browser window.

  2. Enter one of the following Upland Qvidian Integration Package URL into the Address field:

  3. Enter your Salesforce username and password in the Salesforce login page, and then click Login. The Package Installer Details page displays.
  4. Enter the password sent to you by Upland Qvidian for the installation package in the Password field, and then click the Submit button. The Package Upgrade Details page displays.
  5. Click Continue. The Approve Package API Access page displays.
  6. Click Next. The Choose Security Level page displays.
  7. Click the radio button next to one of the following security levels for the Upland Qvidian Integration package, based on who in your organization you would like to be able to use Qvidian Integration, and then click Next. The Install Package page displays.
    • Grant access to admins only: Users with your profile get full access (best for limited deployments)
    • Grant access to all users: All internal custom profiles get full access
    • Select security settings: User access set by profile (recommended for most packages)
  8. Click Install. When the installation is complete, the Install Complete page displays.
  9. Click Deploy Now. The Deploy Package page displays. The Qvidian Document and Qvidian Proposal Automation Setting are listed as the Package Component.
  10. Click Deploy. The Package Detail page displays information about the Upland Qvidian Integration Package and lists its components. The installation of the package is complete. You can always view these details by going to Setup > View Installed Packages in Salesforce.