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Robert: Hello, my name is Robert Bowden and here with me today we have Eric Bowden, who will be helping us with the installation of Trove. Eric, tell us a little bit about the app and where to get it.
Eric: Sure. Trove is best described as a means for replacing file attachments, what are file attachments, in Salesforce today. A common use case is that users are accustomed today to attaching documents to Accounts and Opportunities in Salesforce but what they’d rather do is store these documents in SharePoint. What Trove does is allows users from the Salesforce UI, from the Salesforce side of things, to both upload documents into SharePoint and also to be able to easily access those documents. They can just click on a link to the documents which are related to an account or an opportunity in Salesforce and those will be opened in Office Web Apps if they’re supported Office document types, or they’ll be downloaded directly from the Salesforce UI. It’s a great value add. It’s a great way to combine SharePoint and Office 365 with Salesforce.
Robert: Okay, great. Where do we get this app?
Eric: Trove is available on the AppExchange. Trove is a free application today. To find it you can simply go to the AppExchange or appexchange.salesforce.com and I can search for Trove and then you’ll see a listing appears for Trove. If I click the “More” link there, it’ll open up the listing for Trove. You can find out a little bit more about Trove right here without needing to install it. There are screen snaps provided and also a demo video that’ll give you an idea of what’s available in Trove.
Robert: Okay, great. You just hit the “Get It Now,” and it’ll take care of itself or do you have to help set it up?
Eric: Yep. There are installation steps required, so let me show you … If I go to the ThreeWill site … I can go to ThreeWill.com/trove and there’s a landing page for Trove which includes a link to view it in the AppExchange. There’s also an Office store component. I’ll be going through that and what we want now is to give you an idea of what the installation steps look like. If I click the installation guide, you can see they’re separated out into parts. There’s installing it from the AppExchange. You need to be sure that you have a site collection in SharePoint in which to store these documents. There is an Office store component and then there are configuration settings that are accomplished in Salesforce. Then the last step is, there is a Visualforce page component which needs to be added to the layouts for Opportunities and Accounts.
Robert: Okay, great.
Eric: Let me step us through actually performing that installation in my environment. I’m going to do that … I found the application now and I’m going to start by choosing “Get It Now” from the AppExchange and it’s going to ask me do I have an account already or not, and I do. I’m going to choose, “Login to the AppExchange.” Next it’s going to ask me would I like to install it in Production or in a Sandbox. I’m going to install mine in my Production environment. My environment, by the way, is a developer edition environment of Salesforce which corresponds to Production environments of Salesforce. I’ll accept the Terms and Conditions and I’ll choose,”Confirm and Install.” It’s going to ask me to login again. I’ll just key in my credentials. It’ll ask me who would I like to make this application available for. I’m going to choose “All Users” and then select “Install.”
While that’s installing I’m going to go back over into SharePoint, because as I mentioned earlier, one of the requirements is that you need to have a site or site collection available to store your documents in SharePoint and I’ve already created a site collection called Sales Docs. The person performing this installation needs to be a site collection administrator of the site on which it’s going to be installed, and I am. The next thing that you’re going to want to do, once you have your site or site collection available, is you’re going to need to install Trove from the Office store. To do that I’m going to click the gear and choose “Add an App” and I’m going to choose SharePoint Store on the left-hand side. Then I’m going to choose, just key in, Trove so that I can find Trove in the Office store.
Now, you’ll notice there’s two versions of Trove. There’s a version of Trove and then another version of Trove that has Sandbox in parentheses. As implied, the one without Sandbox is for Production environments. I’m going to choose that and it’s a free application. Now I’m just going to choose “Add it,” and it presents me with the confirmation dialogue asking me if I trust Trove for these permission requirements, and I do. Now it’s installing Trove into my SharePoint environment. We’re just going to let that continue to install, it normally only takes just a few minutes, while we go back over to Salesforce and perform the configuration in Salesforce.
Next step over in Salesforce is I’m going to go to the Setup Menu and I need to configure the Remote Site Settings. I choose “Remote Site Settings,” choose ” New Remote Site,” and here I’m going to need to put in the URL of the site in SharePoint where I’m going to host these documents.
Eric: We’ll give it a name and then specify the URL. You can accept the rest of the defaults and just choose “Save.” All this is doing is this is giving Trove permissions to make API calls, web services calls, out to this site. We’ll choose “Save.” Next step is we’re going to need to go to our Installed Packages. We’re going to find Trove again and click “Configure” and here it’s asking me a number of questions. The first one is the URL for the site for the server which is going to host my Trove documents: ebowden.sharepoint.com, in my example. All the tool tips here will provide guidance for what’s expected here. For example, you can see https:blackblackcontoso.sharepoint.com is the example here.
Next is the SharePoint server relative site URL, and in my case it’s /sites/trove. Then it’s going to ask me the Document Library in which I want to store Trove documents and if the Document Library does not exist, Trove will create it for you. Now we’re finished with this page. We can “Accept” the defaults for the rest of the settings. I’m going to choose “Save” and “Verify Connection.” Oh, I did not name my … My site collection is not named Trove, it’s named Sales Docs. Let me go back and make sure that that’s the case. Yeah, it’s named Sales Docs, not Trove. There we go. We’re just keeping it real here.
Now that I have /sites/salesdocs for my SharePoint server relative site URL, the Document Library, we’re going to leave the default; we can change this to any name that we’d like. If the Document Library does not already exist, it will be created. Then just choose “Save” and “Verify Connection.” It’ll ask me, “Do you trust Trove?” A similar trust dialogue as we saw previously. I’m going to say, “Trust it.” It’ll return us back to Salesforce and it’ll say, “The validation has been successful.” Click “Next.”
Next question is it’s asking me … Here’s the one where Trove will create the Document Library, if I choose, or I can configure the Document Library on my own. I recommend that you let Trove configure the Document Library for you. I’m going to just choose, “Finish” and now it has completed it’s configuration. The configuration of Trove is really complete at this point. What remains is for us to add Trove onto the layout pages for Opportunities and Accounts. To do that I’m going to go open an Opportunity. I’ll choose, “Edit Page Layout” and I’m going to choose Visualforce pages. As a first step, I’m going to add in a new section and I’ll put it just below the Opportunity information. I’m going to call it, “Files,” and we’ll choose the One Column layout, and then we’ll drag in our Trove for Opportunity’s Visualforce page. I want to configure that, and I want to make it a little bit higher, not two hundred pixels but three hundred pixels, and I want to tell it to “Show scroll bars.” Choose,”Save.”
Okay, now that I have the layout page for Opportunities configured with the Visualforce page for Trove, next step is simply to test it. I’m going to choose a file. Click “choose file,” and it will open me to a folder where I can browse files that are locally on my PC. I have a document here available for this test and I’m just going to choose “Save.” It uploads that into SharePoint online and then displays that document in a listing of documents which are associated with that Opportunity. Now if I select the link for that document, it’ll open the document in Word Online so I can view it right away and then I can also edit it directly in this view. Further, I can choose “View All Files in SharePoint” and it’ll open up the folder in SharePoint online which is hosting all of the documents for this particular Opportunity.
Next is we’ll need to go to Accounts, and we’ll perform the same activity. I’ll just open any Account and edit the layout and I’m going to scroll down to Visualforce Pages, add in a section, and same as I did for Opportunities, and I’ll call it “Files” and one column, and now I’ll drag in Trove for Accounts. Give it a height of three hundred pixels and “Show scroll bars,” the same as I did for Opportunities. Now the Visualforce page is now appearing for Trove and same as I did for Opportunities, I’m going to test it and just upload another test document. That document appears and I’ll just open it just to confirm that it’s appearing in Word Online, and it is. Then similar, I can choose “View All Files in SharePoint.”
That completes the installation. We installed it … Just to recap what we did, initially we installed Trove from the AppExchange. Next we confirmed that we have a site collection in which to store these documents and then we installed Trove from the Office store. There’s two applications: there’s one in the AppExchange and one in the Office store. We installed it from the Office store into our site in SharePoint, and then we’re returned back to Salesforce and we chose to configure the Trove package that had been installed in Salesforce. Then last, we added Trove onto the layout pages for Accounts and Opportunities.
Robert: Okay, great. Does that complete the installation? That’s all you need to do?
Eric: Yup. That’s all you need to do. Easy steps. Now one caveat to mention is that if you do install Trove into a Sandbox environment, don’t forget that there’s a different application. It’s the Trove open parentheses sandbox that you’ll want to install from the Office store but you should be all set. If you have any questions contact me at ThreeWill.com and we’re always happy to help.
Robert: All right. Well, thank you very much. That concludes the installation of Trove. Thank you.
Eric: Thank you. read more