Trove Installation Guide

Welcome to the Trove Installation Guide. It will take you 15-30 minutes to set up Trove.

PRO TIP – Watch this video that walks you through the installation.


Part One – Install Trove from the AppExchange

  1. Navigate to https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q6SHEAY.
  2. Click the Get It Now button on the right side of the page (screenshot).
  3. Click Log in to the AppExchange (we’ll assume you have a login – screenshot).
  4. This brings you to the Salesforce login page. Type in your credentials and click Log in to Salesforce.
  5. Click the appropriate environment where you want to install Trove (screenshot).
  6. Click I have read and agree to the terms and conditions (assuming you have and do) and click Confirm and Install.
  7. This brings you to the Salesforce login page. Type in your credentials and click Log in to Salesforce.
  8. Select who you want to install the app for and click Install (screenshot).
  9. Click Done.

Part Two – Install Trove from the Office store

  1. Log in to your Office 365 account as an administrator and go to the site where you will store Salesforce documents. You may need to create a new site or have the SharePoint farm administrator create it for you.
  2. Select the gear in the upper right corner and choose Add an app.
  3. Select SharePoint store from the list of links on the left.
  4. Enter Trove in the search box.
  5. Select the link for Trove in the search results and choose TRY IT (or if you are feeling generous click BUY IT.
  6. Follow the remaining prompts and accept the defaults to complete the installation of Trove from the Office store.
NOTE – Some organizations limit the ability for SharePoint site collection administrators to install applications from the app store. You may need to ask your SharePoint farm administrator to install Trove from the Office store.

Part Three – Configure Remote Site Settings in Salesforce

  1. From Setup, click Security Controls | Remote Site Settings.
  2. Click New Remote Site.
  3. Complete the fields:
    Remote Site Name – Trove
    Remote Site Urlhttps://[your company name].sharepoint.com
  4. Click Save.

Part Four – Configure Settings for Trove

  1. From Setup, click Installed Packages.
  2. Click the Configure link for the Trove package .
  3. Complete the fields:
    SharePoint Server Urlhttps://[your company name].sharepoint.com
    SharePoint Server Relative Site Url – [site collection path]
    SharePoint Document Library Title – [title of the document library]
    SharePoint Document Library Path – [path of document library]
    SharePoint Search Center Url – Enter the URL to the search center for the site collection or leave this field blank if you do not want to allow users to search in SharePoint. [site collection path]/_layouts/15/osssearchresults.aspx
    Installed from the Office StoreChecked
  4. Click Save and Verify Connection.
  5. Click Trust It.
  6. Click Next.
  7. Select Let Trove configure the document library for me to allow Trove to create and configure the document library. You can choose I will configure the document library to configure the library as a manual step.
    NOTE – The appendix includes steps for manually configuring the document library, if you would like to configure the library instead of allowing Trove to create and configure one for you.
  8. Select Finish

Part Five – Configure the Page Layouts for Opportunities and Accounts

  1. In Salesforce, go to a specific opportunity.
  2. Click Edit Layout.
  3. Drag a Section to the Opportunity Detail section.
  4. For Section Name, use Files.
  5. For Layout, select 1-Column.
  6. Choose Visualforce Pages, drag TroveForOpportunities to the Files section.
  7. Double click TroveForOpportunities and set the Height (in pixels) to 300 and check Show scrollbars.
  8. Click Save.
  9. In Salesforce, go to a specific account.
  10. Click Edit Layout.
  11. Drag a Section to the Account Detail section.
  12. For Section Name, use Files.
  13. For Layout, select 1-Column.
  14. Choose Visualforce Pages, drag TroveForAccounts to the Files section.
  15. Double click TroveForAccounts and set the Height (in pixels) to 300 and check Show scrollbars.
  16. Click Save.
  17. In Salesforce, go to a specific case.
  18. Select the Details tab.
  19. Click Edit Layout.
  20. Drag a Section to the Case Detail section.
  21. For Section Name, use Files.
  22. For Layout, select 1-Column.
  23. Choose Visualforce Pages, drag TroveForCases to the Files section.
  24. Double click TroveForCases and set the Height (in pixels) to 300 and check Show scrollbars.
  25. Click Save.

Part Six – Verify a Proper Install

  1. In Salesforce, upload a sample file for both an account and an opportunity to verify that the integration is working properly.  Also, be sure to test custom objects that you have configured.

Appendix A (Optional) –Configuring Trove to Support Custom Objects

  1. From Setup, click Develop | Visualforce Pages.
  2. Click New to create a new Visualforce Page.
  3. Enter the label and name for your new Visualforce page (e.g.  TroveForCustomObjects).
  4. Replace all of the existing mark-up for the new Visualforce page with the markup listed below.
<apex:page name="Trove for Custom Objects" title="Trove for Custom Objects" standardController="CustomObject__c"  extensions="Trove.TroveControllerExtensionRev1">

<Trove:TroveFiles title="For This Custom Object" sharePointFiles="{!SharePointFilesForObject}" extensionClassName="{!ExtensionClassName}" objectId="{!CustomObject__c.Id}" objectName="" documentFolderUrl="{!DocumentFolderUrl}" searchCenterUrl="{!SearchCenterUrl}" isfeedtrackingenabled="{!IsFeedTrackingEnabled}" />

</apex:page>
  1. Make the following updates to the markup:
    • Update the name and title attributes to include verbiage appropriate for your custom object. The name and title attributes can include any verbiage, but it is recommended that you follow the pattern of text provided in the default markup, above.
    • Update the standardController attribute to include the name of your custom object. Be sure to use the API name of your custom object.
    • Update the objectId attribute to include the Id of your custom object. The Id of your custom object will be the API name of the custom object followed by .id (e.g.  CustomObject__c.id)

6.     Click “Save” to save the new Visualforce page.

7.     Last, follow the instructions from Part Five – Configure the Page Layouts for Opportunities and Accounts to add your new Visualforce page to the layout for your custom object.


Appendix B (Optional) – Create a Document Library in Office 365 for Storing Your Salesforce Documents

Trove will create a document library for you as part of the initial setup (described above).  You can also use the steps below to create and configure a document library manually or configure an existing document library.

  1. Navigate to the SharePoint site in which you want to create the document library.
  2. Create a new document library by clicking on the gear in the top right corner and selecting Add an app.
  3. Click Document Library.
  4. Give the Document Library a name and click Create.
    • NOTE – The maximum length of a document library path and title are both 10 characters
  5. Navigate to the document library by clicking on it’s name
  6. In the document library, navigate to Library Settings by clicking on Library > Library Settings
  7. Click Create column
  8. For Column name type SalesforceObjectId, make sure Single line of text is selected and click OK
    • NOTE – The name of the SalesforceObjectId column is case sensitive
  9. Make SalesforceObjectId an indexed column by clicking Indexed columns from the Settings page
  10. Click Create a new index.
  11. Select SalesforceObjectId for the Primary column for this index: option and click Create.
  12. Click Settings to navigate back to the Settings for the document library.
  13. Click All Documents under Views.
Danny RyanTrove Installation Guide