Salesforce

SFDC Admin Credential Process

The following is required for a successful Salesforce integration: 

• A login to the Salesforce instance. Ensure that the email address in Salesforce that is associated with the RO Platform login name is the email address for the Salesforce Administrator. Upland RO Innovation will create a login for the RO Platform with administrative access for the Salesforce Administrator, to allow them to enter the Salesforce credentials using this login as part of the implementation process. This will allow the Salesforce Administrator to reset the RO login in Salesforce as needed and enter credentials directly into the RO Platform to ensure a proper connection between Salesforce and the RO Platform. Format your Salesforce login name in the following manner: 
  • Production: roi@yourdomainname.com
  • Sandbox: roi@yourdomainname.com.sandboxname

  • If your domain name is "acme" and your Sandbox is named "full", your Production login name would be "roi@acme.com" and your Sandbox login name would be "roi@acme.com.full".

    Note: Upland RO Innovation can also use a shared integration account that does not have UI access. Ideally, we at least will have UI access for Sandboxes, since that will help with configuration.

• Notify Upland RO Innovation if your organization has IP whitelisting enabled so that you can be provided with the appropriate IP addresses.
• If installing Salesforce into a Sandbox environment, ensure that it is either a full sandbox or one that is nearly fully populated with near production data. While we understand that your processes may require installation into an initial empty Dev sandbox to validate the integrity of the package, it is impossible to appropriately test the integration if data is not available.
• Apply the appropriate permission sets to your login once you’ve completed the package installation.

• Note: If using Salesforce Professional Edition, you must purchase API Access for your organization in order for our package to work.

Entering your Salesforce credentials

Upland RO Innovation will create a login with Administrator User Role privileges for the Salesforce admin, allowing the admin to enter their Salesforce login and credentials during the implementation process. This will enable the Salesforce admin to reset the RO login in Salesforce as needed and also enter their Salesforce credentials directly into the RO Platform to ensure a proper connection.

1. Once your Salesforce Admin has received the credentials link email from Upland RO Innovation, navigate to: Administration | Credentials | Salesforce.



Note: The Status will indicate if your Salesforce instance is already integrated.

2. Enter the following credentials: 
   • Salesforce Login
   • Salesforce Password
   • Salesforce Security Token

Caution: Do NOT edit the Salesforce Administrator setting.

3. Click Save.

Salesforce OAuth 2.0 is an alternative way to connect your RO instance to your salesforce API.

Step 1: Private Key and Digital Certification

You will need a digital certificate and a private key. Skip this step if you already have them.

To create your private key and digital certificate, follow the steps below:

1. The following two files are produced by this process:

   • server.key - The private key. You specify this file when you authorize an org with the "auth:jwt:grant" command.

   • server.crt - The digital certification. You upload this file when you create the connected app required by the JWT bearer flow.

2. If necessary, install OpenSSL on your computer. To check whether OpenSSL is installed on your computer, run the command "which openssl".

3. In Terminal or Windows command prompt, create a directory to store the generated files and change to the directory:

   • mkdir /Users/jdoe/JWT

   • cd /Users/jdoe/JWT

4. Generate a private key and store it in a file called "server.key".

   • openssl genpkey -des3 -algorithm RSA -pass pass:SomePassword -out server.pass.key -pkeyopt rsa_keygen_bits:2048

   • openssl rsa -passin pass:SomePassword -in server.pass.key -out server.key

   You can delete the server.pass.key file because you no longer need it.

5. Generate a certificate signing request using the server.key file. Store the certificate signing request in a file called server.csr. Enter information about your company when prompted.

   • openssl req -new -key server.key -out server.csr

6. Generate a self-signed digital certificate from the server.key and server.csr files. Store the certificate in a file called server.crt.

   • openssl x509 -req -sha256 -days 365 -in server.csr -signkey server.key -out server.crt

Step 2: Creating your Connected App

RO requires a connected app in the org you want to authorize.

To create a connected app, follow the steps below:

1. Log in to SFDC Org.

2. Go to Setup, enter App Manager in the Quick Find box, then select App Manager.

3. In the top-right corner, click New Connected App.

4. Update the basic information such as the connected app name and email address, as needed.

5. Select Enable OAuth Settings.

6. For the callback URL, enter http://localhost:1717/OauthRedirect.

   If port 1717 (the default) is already in use on your local machine, specify an available one instead. Make sure to also update your "sfdx-project.json" file by setting the "oauthLocalPort" property to the new port. For example, if you set the callback URL to http://localhost:1919/OauthRedirect, then set the "oauthLocalPort" to "1919".

7. Select Use digital signatures.

8. Click Choose File and upload the "server.crt" file that contains your digital certificate.

9. Add these OAuth scopes:

   • Manage User data via APIs (api)

   • Manage User data via Web browsers (web)

   • Perform requests at any time (refresh_token, offline_access)

10. Click Save.

    Note: Make note of the consumer key because you will need it later when you run an auth command. This will be used as the ClientID when connecting RO to SFDC using OAuth.

11. Click Manage.

12. Click Edit Policies.

13. In the OAuth Policies section, for the Refresh Token Policy field, click Expire refresh token after and enter 90 days or less.

    Setting a maximum of 90 days for the refresh token expiration is a security best practice. To continue running CLI commands against an org whose refresh tokens have expired, reauthorize it with the auth:web:login or auth:jwt:grant command.

14. In the Session Policies section, set the Timeout Value to 15 minutes.

    Setting a timeout access token is a security best practice. Salesforce CLI automatically handles an expired access token by referring to the refresh token.

15. In the OAuth Policies section, select Admin approved users are pre-authorized for permitted users and click OK.

16. Click Save.

17. Click Manage Profiles and check the following values:

    • Read Only

    • Standard User

    • System Administrator

18. Click Save.

Step 3: Creating your PFX File

You will need to create a PFX file using the above generated digital certificate. This will be used in RO to authorize SFDC OAuth 2.0.

Follow the steps below to create a PFX file from the digital certificate by using the Windows tool certutil.exe:

1. Go to Windows command prompt.

2. CD to the directory with your server.crt and server.key

   cd "C:\Leo\OAuthCerts"

3. Then run the command "certutil -mergepfx server.crt server.pfx". Certutil will expect to find the server.key file in the same folder.

4. You will be prompted to enter a password. Leave this blank as we don’t use a password for the PFX file.

   • C:\Leo\OAuthCerts>certutil -mergepfx C:\OAuthCerts\server.crt server.pfx

   • Signature test passed

   • Enter new password for output file server.pfx:

   • Enter new password:

   • Confirm new password:

   • CertUtil: -MergePFX command completed successfully.

5. Once done, you will find a server.pfx file in the folder.

Step 4: Connecting RO to SFDC OAuth 2.0

You will need to have obtained a pfx file and your Consumer key/Client ID.

To connect RO to SFDC OAuth 2.0, follow the steps below:

1. Log in to your RO instance.

2. Navigate to Admin > Settings > General > Salesforce Setting. Make sure that Enable Salesforce OAuth 2.0 Configuration is enabled.

   Note: This must be setup by an Upland employee.

   

3. Go to the credentials page and expand the Salesforce OAuth 2.0 section.

   

   • Use Salesforce OAuth 2.0: This is used to enable or disable using OAuth 2.0.

   • Target platform for OAuth: This sets the current SFDC platform for the connection.

   • Connected App Username: This is the username/email used to log in to the SFDC org.

   • Client ID: This is the consumer key that you received when creating the connected app.

   • Endpoint URL: Use https://login.salesforce.com.

   • X509 Certificate file (*.PFX): Upload the PFX file you created.

After you have entered all the values you will then need to validate your credentials before you can save. If you get the message that the credentials are valid you can then save the information.

Adding the RO Platform tab allows Salesforce Sales and Portal users at your company to have full access to the RO Platform.

Classic

1. Within Salesforce, navigate to: Setup | Create | Apps.
2. Click Edit to modify your desired App.



Adding RO Enablement to your Salesforce instance in Classic

3. Select the RO Enablement tab from the Available Tabs and Add it to the Selected Tabs.
4. Reorder the Selected Tabs using the Up and Down arrows.

Note: (Optional) Select the Overwrite Users' Personal Custom App Customizations checkbox to ensure that this tab is visible to everybody. If this isn't done, each Sales and/or Portal User will need to add the RO Platform tab to their Salesforce toolbar.

5. Click Save.
6. Repeat as required.

Lightning

1. Within Salesforce, navigate to: Setup | Platform Tools | Apps | App Manager.
2. Locate the App you want to edit.
3. Click and select Edit from the dropdown menu. You will be directed to the "Lightning App Builder - App Settings" page.
4. Select Navigation Items from the menu.



Adding RO Enablement to your Salesforce instance in Lightning

5. Select the RO Enablement tab from the Available Tabs and Add it to the Selected Tabs.
6. Reorder the Selected Items using the Up and Down arrows.

Note: (Optional) Within the App Options area, select the Disable end user personalization of nav items in this app checkbox to ensure that this tab is visible to everybody. If this isn't done, each Sales and/or Portal User will need to add the RO Platform tab to their Salesforce toolbar.

7. Repeat as required.

Set up Upland RO Innovation so that users have appropriate permissions to use the application, and that the login you set up for RO integration also has appropriate permissions. Salesforce Related Lists are for informational purposes only and users should not be able to edit or delete this information. All profiles other than administrators and the profile that is assigned to the RO Platform synchronization user should have these permissions removed. In addition, users need access to the RO Platform tab, as well as to any VisualForce pages that are in our package that may be placed on page layouts.

The following permission sets are included in the RO managed package:

Due to the nature of Upland RO's objects (Reference Requests), the following permission sets will need to be created in your Salesforce instance: ReferenceView - Admin Supplemental and ReferenceView - User Supplemental.

1. Create Permission Sets in Salesforce:
   1. Navigate to:
      • Salesforce Classic: Setup | Manage Users | Permission Sets.
      • Salesforce Lightning: Setup | Administration - Users | Permission Sets.
   2. Click New.
   3. Add the following Permission Sets: 

   Label	API Name	License
   ReferenceView - Admin Supplemental	ReferenceView_Admin_Supplemental	Salesforce
   ReferenceView - User Supplemental	ReferenceView_User_Supplemental	Salesforce

   4. Click Save.
2. Modify the administrator Object and Field permissions for ReferenceView - Admin Supplemental and ReferenceView - User Supplemental.
1. Click the Permission Set Label of the permission set you are modifying first. You will be directed to the "Permission Set Overview" page.



2. Click the Object Settings link within the Apps section.
3. Select the Reference Requests Object Name.



4. Enable the following Object and Field permissions:

Permission Set	Enabled Object Permissions	Enabled Field Permissions
ReferenceView - Admin Supplemental	Read Create Edit Delete	Enable ALL Read Access field permissions Enable ALL Edit Access field permissions
ReferenceView - User Supplemental	Read	Enable ALL Read Access field permissions

5. Click Save.
6. Repeat for both permission sets.
3. Assign the ReferenceView - Admin and ReferenceView - Admin Supplemental permission sets to the login you created for Upland RO ONLY. These two permissions sets must be assigned to this login in order for the Upland integration to work.
4. Assign the ReferenceView - User and ReferenceView - User Supplemental permission sets to any user intending on using the Salesforce integrated RO Platform.

Note: Alternatively, you may wish to use profiles rather than permission sets to provide access to the RO Platform. In that instance, you should refer to the ReferenceView - User and ReferenceView – User Supplemental permission sets to determine what permissions you should give to these profiles.

Translations are overridden by changing the labels initially installed by Managed Packages.

1. Within Salesforce, navigate to:
   • Salesforce Classic: Setup | Translation Workbench | Override.
   • Salesforce Lightning: Setup | User Interface | Translation Workbench | Override.
2. Select the following filter criteria: 
   • Package: RO Platform
   • Language: English

   Note: Select another Language if you are localizing the RO Platform installation.

   • Setup Component: Any of the following Setup Components can be renamed
     • Button & Link Labels
     • Custom Fields
     • Web Tabs



3. Select each Object area that you would like to translate. A list of Aspects (e.g. Subject or Comment) associated with the Object (e.g. Account, Contact, etc.) will appear.
4. Double-click the Override column and enter your desired value.
5. Click Save.

Labels on objects installed by Managed Packages can be changed.

1. Within Salesforce, navigate to:
   • Salesforce Classic: Setup | Develop | Custom Settings.
   • Salesforce Lightning: Setup | Custom Code | Custom Settings.



2. Click the Manage link of one of the following Custom Settings: 
   • ROI Configuration
   • RV Webservice
3. Click the Edit Action link to change the existing Settings or if no values currently exist click Create New View.



4. Set the following values for ROI Configuration and RV Webservice:

   ROI Configuration

   Field	Value
   Name	Settings
   Frame Height	10,000
   Target Version	1 (for production environment) 2 (for sandbox environment)
   RV Tab Title	RO Platform Note: This is the name being used for the RO Platform.
   Remove Sidebar Completely	Disabled Note: Only enable this setting if you have issues with the sidebar.

   RV Webservice

   Field	Value
   Name	Settings
   ASMX Location	Ask support for the URL. The URL will generally be in the following format: https://rv.roinnovation.com/<company>/sf.asmx (for Production) or https://www.shimbonda.com/<company>/sf.asmx (for Sandboxes), where <company> is replaced with your company name.
   Link Color	Black
   Reference Content Label	Ready Assets
   Sales Stage Resources	Sales Stage Resources

5. Click Save.

Note: If this is being deployed to a Sandbox, navigate to: Setup | Security (Controls) | Remote Site Settings and click Edit next to the RV remote site. Change the Remote Site URL to https://www.shimbonda.com.

Adding Related Lists and Ready Assets to each page layout enables users to view requests, sales wins, and Spotlights associated with that specific opportunity, as well as request references, Sales Wins/Losses, and Spotlights from the opportunity record. When configured, Ready Assets list assets and customers in the RO Platform that relate to the opportunity being viewed. Quick Plays and Sales Stage-specific information is also available.

1. Within Salesforce, navigate to: 
   • Salesforce Classic: Setup | Customize | Opportunities | Page Layouts.
   • Salesforce Lightning: Setup | Object Manager | Opportunity | Page Layouts.
2. Click Edit to modify your desired Page Layout. If using Salesforce Lightning, click and select Edit from the dropdown menu.

3. To add Mobile & Lightning Actions (Lightning Only):

   1. Select the Mobile & Lightning Actions element.

   2. Drag the following buttons/actions to the desired location in the Salesforce Mobile and Lightning Experience Actions section:

      • Find an Asset
      • Find a Reference
      • Request a Reference

      • Send a Spotlight

      • Submit a Sales Win - this is usually not set up during initial configuration.

4. To add Related Lists to your Page Layout: 



1. Select the Related Lists element. Drag & drop the following Related Lists onto your Page Layout: 
   • Reference Requests
   • Spotlight Activities
   • Sales Wins

   Caution: The Sales Wins Related List element is usually NOT configured during initial setup. Please do not configure the Sales Wins Related List unless you've received explicit instructions to do so.

2. Click the wrench symbol on any of the newly added Related Lists.
3. Expand the Columns section within the Related List Properties dialog.



4. Select values from the Available Fields list and click the Add arrow to add the fields to the Selected Fields list. Add the following fields: 

Related List	Fields to add
Reference Requests	Request Date, Deadline, Requester, Request Type, Status
Spotlight Activities	Spotlight Name, Invitee, Created Date, Visited, Visit Date, Assets Viewed
Sales Wins	Attention Required, Date, Submitted By, Title, Status, Rejection Reason, Sales Win Link, Type (if both wins & losses) NOTE: The Sales Wins Related List element is usually NOT configured during initial setup. Please do not configure the Sales Wins Related List unless you've received explicit instructions to do so.

5. If desired, reorder the Selected Fields using the Up and Down arrows and update the Sort By behavior.
6. Expand the Buttons section in the Related List Properties dialog.



7. Under Standard Buttons, deselect the New and Change Owner checkboxes.
8. Under Custom Buttons, select values from the Available Buttons list and click the Add arrow to add the buttons to the Selected Buttons list. Add the following buttons: 

Related List	Buttons to add
Reference Requests	Find a Reference
Spotlight Activities	Find an Asset, Send a Spotlight
Sales Wins	Submit a Sales Win and/or Submit a Sales Loss NOTE: If you want the Submit a Sales Win or Submit a Sales Loss button to only function when certain business rules are met, you’ll need to work with Upland RO to define new custom buttons for this.

9. If desired, reorder the Selected Buttons using the Up and Down arrows. If using Salesforce Mobile and/or Lightning, drag and drop the buttons to your desired location.
10. Click OK.
5. To add Visualforce Pages to your Page Layout: 

Note: The VisualForce pages are almost never set up as part of the initial setup.



1. Select the Visualforce Pages element. Drag & drop the following Visualforce Pages onto your Page Layout: 
   • Ready Assets
   • Quick Plays
   • Sales Stage Resources
2. Click the wrench symbol on any of the newly added Visualforce Pages and edit the following properties: 

Visualforce Page	Properties
Ready Assets	Width (in pixels or %): 100% Height (in pixels): 20 pixels Select the Show label checkbox.
Quick Plays	Width (in pixels or %): 100% Height (in pixels): 20 pixels Select the Show label checkbox.
Sales Stage Resources	Width (in pixels or %): 100% Height (in pixels): 20 pixels Select the Show label checkbox.
Note: The Show label checkbox should be checked if the users are using Lightning page layout, but it should be unchecked if they are using Classic page layout.

3. Click OK.
6. Click Save at the top left of the page to save the Page Layout. Click Yes to confirm the changes.

Note: Depending on your version of Salesforce, you may be able to apply your layout changes to all Page Layouts at once.

Adding these Related Lists to each Contact page layout enables you to display nominations and Spotlights associated with the contact record, and allows users to nominate contacts or send the contact a Spotlight from the contact record in Salesforce.

1. Within Salesforce, navigate to: 
   • Salesforce Classic: Setup | Customize | Contacts | Page Layouts.
   • Salesforce Lightning: Setup | Object Manager | Contact | Page Layouts.
2. Click Edit to modify your desired Page Layout. If using Salesforce Lightning, click and select Edit from the dropdown menu.

3. To add Mobile & Lightning Actions (Lightning Only):

   1. Select the Mobile & Lightning Actions element.

   2. Drag the following buttons/actions to the desired location in the Salesforce Mobile and Lightning Experience Actions section:

      • Nominate as Reference

      • Send a Spotlight

4. To add Related Lists to your Page Layout: 



1. Select the Related Lists element. Drag & drop the following Related Lists onto your Page Layout: 
   • Reference Nominations
   • Spotlight Activities
   • Sales Wins

   Caution: The Sales Wins Related List element is usually NOT configured during initial setup. Please do not configure the Sales Wins Related List unless you've received explicit instructions to do so.

2. Click the wrench symbol on any of the newly added Related Lists.
3. Expand the Columns section within the Related List Properties dialog.



4. Select values from the Available Fields list and click the Add arrow to add the fields to the Selected Fields list. Add the following fields: 

Related List	Fields to add
Reference Nominations	Date, Submitted By, Status, Rejection Reason
Spotlight Activities	Spotlight Name, Created Date, Visited, Visit Date, Assets Viewed
Sales Wins	Attention Required, Date, Opportunity, Submitted By, Title, Status, Rejection Reason, Sales Win Link NOTE: The Sales Wins Related List element is usually NOT configured during initial setup. Please do not configure the Sales Wins Related List unless you've received explicit instructions to do so.

5. If desired, reorder the Selected Fields using the Up and Down arrows and update the Sort By behavior.
6. Expand the Buttons section in the Related List Properties dialog.



7. Under Standard Buttons, deselect the New and Change Owner checkboxes.
8. Under Custom Buttons, select values from the Available Buttons list and click the Add arrow to add the buttons to the Selected Buttons list. Add the following buttons: 

Related List	Buttons to add
Reference Nominations	Nominate as Reference
Spotlight Activities	Find an Asset, Send a Spotlight
Sales Wins	Submit a Sales Win NOTE: If you want the Submit a Sales Win or Submit a Sales Loss button to only function when certain business rules are met, you’ll need to work with Upland RO to define new custom buttons for this.

9. If desired, reorder the Selected Buttons using the Up and Down arrows. If using Salesforce Mobile and/or Lightning, drag and drop the buttons to your desired location.
10. Click OK.
5. Click Save at the top left of the page to save the Page Layout. Click Yes to confirm the changes.

Note: Depending on your version of Salesforce, you may be able to apply your layout changes to all Page Layouts at once.

Adding the Spotlight Activity Related List to each page layout enables users to view Spotlights associated with that lead, as well as create Spotlights or find assets from the lead record. Adding Ready Assets to each lead page layout allows users to see reference customer and asset information related to that lead.

Caution: This section should not be configured without explicit instruction from Upland RO Innovation.

1. Within Salesforce, navigate to: 
   • Salesforce Classic: Setup | Customize | Leads | Page Layouts.
   • Salesforce Lightning: Setup | Object Manager | Lead | Page Layouts.
2. Click Edit to modify your desired Page Layout. If using Salesforce Lightning, click and select Edit from the dropdown menu.

3. To add Mobile & Lightning Actions (Lightning Only):

   1. Select the Mobile & Lightning Actions element.

   2. Drag the following buttons/actions to the desired location in the Salesforce Mobile and Lightning Experience Actions section:

      • Find an Asset

      • Send a Spotlight

4. To add Related Lists to your Page Layout: 



1. Select the Related Lists element.
2. Drag & drop the Spotlight Activities Related List onto your Page Layout.
3. Click the wrench symbol on any of the newly added Related Lists.
4. Expand the Columns section within the Related List Properties dialog.



5. Select values from the Available Fields list and click the Add arrow to add the fields to the Selected Fields list. Add the following fields: 

Related List	Fields to add
Spotlight Activities	Spotlight Name, Invitee, Created Date, Visited, Visit Date, Assets Viewed

6. If desired, reorder the Selected Fields using the Up and Down arrows and update the Sort By behavior.
7. Expand the Buttons section in the Related List Properties dialog.



8. Under Standard Buttons, deselect the New and Change Owner checkboxes.
9. Under Custom Buttons, select values from the Available Buttons list and click the Add arrow to add the buttons to the Selected Buttons list. Add the following buttons: 

Related List	Buttons to add
Spotlight Activities	Find an Asset, Send a Spotlight

10. If desired, reorder the Selected Buttons using the Up and Down arrows. If using Salesforce Mobile and/or Lightning, drag and drop the buttons to your desired location.
11. Click OK.
5. To add Visualforce Pages to your Page Layout: 



1. Select the Visualforce Pages element.
2. Drag & drop the Ready Assets Visualforce Pages onto your Page Layout.
3. Click the wrench symbol on any of the newly added Visualforce Pages and edit the following properties: 

Visualforce Page	Properties
Ready Assets	Width (in pixels or %): 100% Height (in pixels): 20 pixels Select the Show label checkbox. Note: The Show label checkbox should be checked if the users are using Lightning page layout, but it should be unchecked if they are using Classic page layout.

4. Click OK.
6. Click Save at the top left of the page to save the Page Layout. Click Yes to confirm the changes.

Note: Depending on your version of Salesforce, you may be able to apply your layout changes to all Page Layouts at once.

Adding the Reference Nomination Related List to each account page layout enables you to display nominations associated with the account record, and allows users to nominate accounts from the account record in Salesforce.

Caution: This section should not be configured without explicit instruction from Upland RO Innovation.

1. Within Salesforce, navigate to: 
   • Salesforce Classic: Setup | Customize | Accounts | Page Layouts.
   • Salesforce Lightning: Setup | Object Manager | Account | Page Layouts.
2. Click Edit to modify your desired Page Layout. If using Salesforce Lightning, click and select Edit from the dropdown menu.

3. To add Mobile & Lightning Actions (Lightning Only):

   1. Select the Mobile & Lightning Actions element.

   2. Drag the following buttons/actions to the desired location in the Salesforce Mobile and Lightning Experience Actions section:

      • Nominate as Reference
4. To add Related Lists to your Page Layout: 



1. Select the Related Lists element.
2. Drag & drop the Reference Nominations Related List onto your Page Layout.
3. Click the wrench symbol on any of the newly added Related Lists.
4. Expand the Columns section within the Related List Properties dialog.



5. Select values from the Available Fields list and click the Add arrow to add the fields to the Selected Fields list. Add the following fields: 

Related List	Fields to add
Reference Nominations	Date, Submitted By, Status, Rejection Reason

6. If desired, reorder the Selected Fields using the Up and Down arrows and update the Sort By behavior.
7. Expand the Buttons section in the Related List Properties dialog.



8. Under Standard Buttons, deselect the New and Change Owner checkboxes.
9. Under Custom Buttons, select values from the Available Buttons list and click the Add arrow to add the buttons to the Selected Buttons list. Add the following buttons: 

Related List	Buttons to add
Reference Nominations	Nominate a Reference

10. If desired, reorder the Selected Buttons using the Up and Down arrows. If using Salesforce Mobile and/or Lightning, drag and drop the buttons to your desired location.
11. Click OK.
5. Click Save at the top left of the page to save the Page Layout. Click Yes to confirm the changes.

Note: Depending on your version of Salesforce, you may be able to apply your layout changes to all Page Layouts at once.

Sales users can search for and view unmanaged assets, such as case studies, customer presentations and summary slides, press releases, and articles directly within Salesforce.

1. Within Salesforce, locate your desired Opportunity record.
2. Click the Find an Asset button in the Spotlight Activities Related List. You will be directed to the RUX Search Results page within your Salesforce browser frame.

Note: All assets appearing in the Search Results page will be related to the Salesforce Opportunity record.

3. Searching for your desired asset.

Sales users can nominate a customer to become a reference on behalf of your organization directly within Salesforce.

1. Within Salesforce, locate the Contact you wish to nominate as a reference.
2. Click the Nominate as Reference button in the Reference Nominations Related List. You will be directed to the RUX Nominate a Reference dialog within your Salesforce browser frame.

Note: Customer, contact, and address details will be pre-populated from the Salesforce contact record.

3. Complete the fields to nominate your reference. For more information, see Nominating References .

Sales users can send Spotlights to their prospects and clients directly within Salesforce.

1. Within Salesforce, locate the Opportunity or Contact associated with the Spotlight you wish to send.
2. Click the Send a Spotlight button in the Spotlight Activities Related List. You will be directed to the RUX Search Results page within your Salesforce browser frame.

Note: Customer, contact, and address details will be pre-populated from the Salesforce contact record.

3. Searching for your desired asset. For more information, see Using Spotlights .

Sales users can create a Sales Win or Loss directly within Salesforce. Sales Wins are submitted to Reference Managers for review and final approval. Once approved, Customer and Contact records are automatically created in the RO Platform and a Sales Win Report is generated and uploaded to the Asset Library.

1. Within Salesforce, locate your desired Opportunity record.
2. Click the Submit a Sales Win or Submit a Sales Loss button in the Sales Win Related List. You will be directed to the Add a Sales Win/Loss page within your Salesforce browser frame.

Note: Sales Wins can only be submitted for Closed/Won Opportunities.

3. Complete the fields to submit your Sales Win or Loss. For more information, see Adding & Editing Sales Wins .

1. Navigate to your Salesforce Opportunity.
2. Click the Find a Reference button in the Reference Requests link. You will be directed to the Reference Requests page within your Salesforce browser frame.
3. Complete the Request. For more information requesting a new reference, see Requesting References .

Quick Plays are a sales enablement tool that guides sales users throughout the steps of a sales cycle. Quick Plays are tagged when adding or editing Content Assets and/or Spotlights.

1. Navigate to your Salesforce Opportunity.
2. Locate the Quick Plays field.
3. Click one of the following Quick Plays links. You will be directed to the RUX Search Results page within your Salesforce browser frame.
   • What to Send: Includes Recommended Spotlights.
   • What to Know: Includes training documents and white papers.
   • What to Say: Includes instructions or scripts containing key messaging designed for specific audiences.
   • What to Do: Includes Sales Playbooks, Checklists, and other coaching materials.