Valorx
Fusion
Fusion
  • 👋Introduction
  • Getting Started
    • 🧩What is a Valorx App?
    • 🚀Getting Started with Valorx Fusion
      • Salesforce Setup
      • Connections List
      • Apps List
      • Favorite Apps
      • App Promotion and Provisioning
      • App Administration
      • Valorx Administration
    • 🏫Building your first App
      • Express Mode
      • Express Actions
  • SIDEBAR ADD-IN: EXPRESS
    • 🔍Getting Started
    • ⚡Unlock the Full Potential of Express
  • Design Studio
    • 💡The power of Design Studio
      • 👨‍💼Manage Your Valorx Account
        • Sign Up to Valorx Account
        • Reset Password
        • General Information
        • Active Subscription
        • Environments
        • Users
        • Billing Address
        • Get a Demo
    • 🖥️Open an App in Design Studio
    • 📊Data Modeling
    • 🏳️‍🌈Maps
      • Grid Map
      • Form Map
    • 🎨Tasks
      • Query
      • API
      • Macro
      • Dataset
      • Add/Delete
      • Document
      • Data Import
      • Refresh Ribbon
      • Clear
      • Launch CRM
      • Refresh Map
      • Add Field
    • 🖌️Workflow and UX
      • Workflow Settings - Button Click
      • Workflow Designer
      • Toolbox
      • Common Tasks
      • Utility Tasks
      • Salesforce APIs
      • Query
      • API
      • Launch CRM
      • Macro
      • Dataset
      • Add/Delete
      • Document
      • Refresh Ribbon
      • Clear
      • Refresh Map
      • Add Field
  • Runtime
    • ⏱️Runtime UX
      • Run at App Launch
      • Launch from Salesforce (LFS)
      • App Permissions
    • 🧰Toolbox
    • 🌐Supported Platforms
      • Microsoft Excel for Windows
      • Microsoft Excel for Mac
      • Google Sheet
        • Introduction
        • Getting Started
        • Pop-up Blockers
        • Expected Behaviors
        • Runtime
          • Hot Upgrade
          • Google Sheets Collaboration
          • Insert Row Using Right-Click Options
  • Settings
    • ⚙️Valorx Fusion Settings
    • 🛠️App Settings
    • 📜Logs
  • App Store
    • 📱App Store Submission
    • 💫Installing App
    • 🎮Customizing App
  • Miscellaneous
    • 🛩️Mass Rollout of Valorx
    • 🍭Open Source Licenses
  • Valorx Home
    • 🏠Valorx Home
  • Versions and Release Notes
    • 🪟Windows
      • April 25 Release (V17)
      • Jan 25 Release (V16)
      • Feb 24 Release (V15)
      • Jul 23 Release (V14)
      • Nov 22 Release (V13)
      • Aug 21 Release (V12)
      • Apr 21 Release (V11)
      • Dec 20 Release (V10)
      • Nov 20 Release (V9)
      • Managed Packages
        • Version 2.0
        • Version 1.7
      • Older Versions
        • Aug 20 Release (V8)
        • Jul 20 Release (V7)
        • May 20 Release (v6)
        • Feb 20 Release (V4)
    • 📗Google Sheets
      • February 25 Release (v64)
      • October 24 Release (v63)
      • September 24 Release (v62)
      • August 24 Release (v61)
      • July 24 Release (v59)
      • June 24 Release (v58)
      • Older Versions
        • Jul 23 Release (v57)
        • Apr 23 Release (v56)-Hotfix
        • Apr 23 Release (v55)-Hotfix
        • Mar 23 Release (v54)
        • Mar 23 Release (v53)
        • Feb 23 Release (v52)
        • Jan 23 Release (v51)
        • Oct 22 Release (v50)
        • Jul 22 Release (v49)
        • Mar 22 Release (v47)
        • Feb 22 Release (v46)
        • Dec 21 Release (v45)
    • 🍎Mac
      • March 25 Release (v45.1 - Hotfix)
      • March 25 Release (v45)
      • February 25 Release (v44)
      • January 25 Release (v43)
      • October 24 Release (v42)
      • September 24 Release (v41)
      • August 24 Release (v40)
      • July 24 Release (v38)
      • June 24 Release (v37)
      • Older Versions
        • Feb 24 Release (v32)
        • Dec 23 Release (v31)
        • Oct 23 Release (v30)
        • Aug 23 Release (v27)
        • Jul 23 Release (v26)
        • Apr 23 Release (v25)
        • Mar 23 Release (v24)
        • Jan 23 Release (v23)
        • Nov 22 Release (v22)
        • Oct 22 Release (v21)
        • Sep 22 Release (v20)
        • Jul 22 Release (v19)
        • Apr 22 Release (v18)
        • Dec 21 Release (v17)
        • Nov 21 Release (v16)
        • Sept 23 Release (v28)
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On this page
  • Assign Licenses to Users
  • Configure Valorx User Access
  • Assign Permission Sets
  • Salesforce Profile Settings
  • Assigning License to Community Partner
  1. Getting Started
  2. Getting Started with Valorx Fusion

Salesforce Setup

User Licensing, Access Control, Permission Sets, and Community Partner

Last updated 9 months ago

Salesforce setup begins when a user installs Valorx Managed Package from . Salesforce Admins would be able to install it in Sandbox or Production Orgs.

Once Valorx package is installed, Salesforce Admins can proceed to the below setup steps: 1. : Production level access. 2. : Configures access at different levels. 3. : User-level functionality that gives access to various tools and functions. 4. : Ensure profiles group user have "API Enabled" permission for Salesforce access.

Access Control is only honored in Production environment.

Sandboxes are usually used for development and UAT. To streamline the process, runtime users can run any apps in sandboxes, as long as they have the Valorx Permission set assigned to them.

Assign Licenses to Users

Salesforce Admins should be able to provide licenses to the users who require Valorx access. On the setup → installed packages, find the Valorx package. Against the Valorx package, click on Manage Licenses.

Package Manager window will open where you will find an overview of Valorx licenses along with a list of users who currently possess the license. Additionally, you will be provided with options to either add or remove user license assignments.

The first section "Enable for Platform Integrations" will have the information regarding the below

  1. Package Name: This refers to the name of the package that is being managed within the Salesforce platform. It serves as a unique identifier for the particular package.

  2. Status: The "Status" represents the current condition or state of the package. It could indicate whether it is active, inactive, installed, uninstalled, or any other relevant status.

  3. Expiration Date: The "Expiration Date" is the date when the current license or subscription for the package is set to expire. After this date, the access or usage of the package might be restricted, or a renewal might be required.

  4. Enable for Platform Integrations: This is a feature or setting that allows the software package or integration to interact and integrate with other platforms, systems, or applications within the Salesforce. Enabling this option ensures that the package can seamlessly work with other integrated components.

  5. Publisher: The "Publisher" refers to the organization or entity that developed and released the software package or integration. It identifies the source or origin of the package.

  6. Allowed Licenses: "Allowed Licenses" denotes the total number of user licenses that the organization is permitted to assign for this particular package. It signifies the maximum number of users who can use this package.

  7. Used Licenses: "Used Licenses" indicates the current number of user licenses that have been assigned and are actively being used by users for the specific package.

In the second section of "Licensed Users", you have the option to add or remove users. To add users, simply click on "Add User." This action will display a list of available users from which you can make your selection. After choosing the desired users, click "Add," and their information will be displayed under the "Selected Users" section.

In this section, you can discover details about the permitted number of licenses and the current allocation status. Access to Valorx Fusion is granted exclusively to users who have been assigned a license.

Configure Valorx User Access

As a part of our managed package, we ship a field on the User object called Valorx User Access (see image below). This can control user’s access level using this picklist.

There are three different access levels available:

  • Design Studio: Design or any changes to the app can be made with the permission level.

  • Runtime + Express Mode: Run the Valorx apps along with the ability to create apps in Express mode.

  • Runtime Only: Run the app but no changes can be made.

Recommended Action: Add Valorx User Access field to User layout (one-time).

Assign Permission Sets

Valorx ships with three standard permission sets. Admin, Design Studio, and Runtime + Express Mode.

Admin: Admin permission set controls Valorx User Access field on the User object. Valorx User Access controls user’s access levels in the Valorx client. Admin permission set does not include Runtime or Design Studio permissions.

Design Studio: Assign Design Studio permission set to those who need to design and promote apps. This permission set includes everything included in Runtime + Express Mode permission set.

Runtime + Express Mode: These permission sets provide different levels of access to Valorx package components. Most end users would require Runtime + Express Mode permission set.

License to Community Partner: This is an optional license offered to users based on the specific needs of the organization. It grants limited permissions exclusively to designated community users within a Salesforce organization.

Salesforce Profile Settings

Before proceeding, please note that if you prefer not to apply these changes at the Profile Level, you may opt to make these adjustments at the Permission Set Level instead.

Please make sure that the profile of the user(s) who are going to use the Valorx Fusion has the permission to access the Salesforce data via APIs. This can be ensured by checking the “API Enabled” setting listed under Salesforce profile settings. The setting should be turned on for the Users to work on Salesforce data through Valorx Fusion product.

Please refer to the step-by-step instructions and the image below to see how to enable the "API Enabled" permission:

  1. Log in to Salesforce as an Admin. Then, navigate to “Setup”.

  2. In the Setup menu, go to “Administration”. Under the “Administration” section, select “Users”.

  3. Click on "Profiles" and select the profile of the user (in this case Standard user clone).

  4. Scroll to the System and click on "System Permissions".

  5. Click on the "Edit" button.

  1. Search for "API Enabled". Enable or check the “API Enabled” option.

  2. Click “Save”.

Assigning License to Community Partner

A community user is an individual with authorized entry to a designated community within a Salesforce organization. In Salesforce, the access and permissions for community users can be managed using diverse settings and configurations. Companies have the flexibility to tailor what community users can see, modify, and engage with, thereby ensuring proper protection of sensitive information and data.

Clone Permission Set:

  1. Log in to Salesforce and go to Setup. Search for the "Permission Sets" and select it from the list.

  2. Look for "Valorx ExcelUI Admin", "Valorx ExcelUI Design Studio" or "Valorx ExcelUI Runtime + Express Mode" from the list of Permission Sets and click on "Clone" depending on which permission set needs to be assigned.

  1. Provide a descriptive logical name and API name under "Enter Permission set information" for the cloned permission set, then click "Save."

  1. Now open the permission set that you have created by cloning.

  2. Click on "Object Settings" under Apps from the Permission Set Overview window.

  1. Click on the "App" object and then click on the "Edit" button.

  1. Uncheck the box next to "View All" in the Object Permissions section and click on "Save".

  1. Open the "Access Control" object and repeat steps 6 and 7 to remove the "View All" access.

  1. Go back to the Object Settings and look for any other objects with the "View All" permission.

  2. For each object found with this permission, open it and follow Step 6 and 7 to remove the "View All" access.

Grant the partner community user a new (cloned) permission set.

  1. In Salesforce setup, navigate to Users > Users and open the specific partner community user's profile.

  2. Under "Permission Sets," click "Edit Permission Set Assignment."

  3. Assign the desired cloned permission set and click Save.

Enable Customer Access to Files

  1. Start by opening the App Launcher and search for “Valorx” in the search box.

  1. Select the Valorx App and pick the app you want to share from the “App Name” list.

  1. Navigate to the "Notes and Attachments" section and click on View All to see all the existing files.

  1. Choose the first file click on down arrow and click on “Share” from the menu at the top right corner.

  2. A Share window will pop up, where you can expand the “Who Can Access” section.

  3. Turn on "Customer Access" for the App Name and click on Done.

Note: Repeat Steps 4-6 for each file in the “Notes and Attachments” section.

  1. Access Salesforce "Setup" and look for "Sharing Settings"; click on it to open.

  2. Under "Default Sharing Settings," click on Edit.

  1. Find the "App" object and change its "Default External Access" to "Public Read Only" from the drop-down menu.

  2. Save the changes made to the "Default Sharing Settings."

Check the following once you complete assigning the new permission set and enabling the customer access to the related files:

Valorx also provides an option to assign the licenses through Valorx Admin. Click to know how to provide the Licenses through Valorx Admins.

To provide access to an additional app, follow steps 2-7 under the "" section mentioned above.

🚀
Valorx Administration
Enable Customer Access to Files
AppExchange
Assign Licenses to Users
Configure Valorx User Access
Assign Permission Sets
Salesforce Profile Settings