HELP FILE

How to add the Bold360 Advise widget as a Salesforce app

As a Salesforce administrator, you must first obtain the following from your Bold360 Account Manager or Customer Success representative:
  • a Bold360 search widget token
  • the Bold360 search widget app
  • an installation key

How to install the Bold360 Advise widget

  1. Download the Bold360 Advise widget app from Salesforce AppExchange.
  2. Click Get It Now.
  3. Click Install in Production.
  4. Accept terms and conditions and click Confirm and Install.
  5. Select who can use the search widget in Salesforce:
    • Select Install for All Users to allow all Salesforce users to access the app
    • Select Install for Specific Profiles and set up a group policy to allow only specific users to access the app.
  6. Click Install.
  7. On the Installation Complete page, enter the token you've obtained earlier and click Done. The Bold360 Advise widget is now installed to Salesforce.

How to configure the Bold360 Advise widget

  1. Set up your Salesforce CORS policy:
    1. In Salesforce Setup, go to Security > CORS.
    2. Click New to create a Whitelisted Origins rule with your Bold360 company host name. For example, https://mycomany.nanorep.co
    3. Create another rule for https://*.bold360.com
  2. Add the Bold360 Advise widget to your Case Page:
    1. Go to Setup > Object Manager > Case > Case Page Layouts
    2. Edit your Case Page Layout.
    3. From the layout components at the top, drag and drop Visualforce Pages > Assistant Touchpoints Case Page to your Case Page Layout.
    4. Save your Case Layout.