Complete Overview of Setup
Below is a complete overview of the setup process. Follow the steps below to prepare your organization to use Work-Relay.
Total time to complete these steps: ~10 Minutes.
Setting up Work-Relay
See below to view the step-by-step instructions for setting up Work-Relay in your organization.
Get your organization ready
System Requirements
To install and successfully use Work-Relay, you must have one of the following versions of Salesforce.com:
- Unlimited Edition
- Enterprise Edition
- Developer Edition
- Sandbox
Work-Relay also works with the following:
- Salesforce Customer Communities
- Salesforce Partner Communities
- Salesforce Employee Communities
- Force.com Platform
Select which organization you want to install Work-Relay in
If you don't have an org, go to Salesforce.com and sign up for a 30-day free trial.
NOTE: Setting up Work-Relay requires System Admin authorization.
Make sure domain name is set up for your organization
For the instructions on setting up custom domain name please refer the following article:
See below how to accomplish each step.
2.1.1 Navigate to your Chatter
- Click on your name (1).
- Select Setup (2).
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2.1.2 Click on Chatter Settings
Note: You may need to scroll down the page to select Chatter Settings (3):
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2.1.3 Click on the "Enable" checkbox (4) and click "Save" button (5)
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2.2.1 Navigate to the installation page
Copy the last part of the installer link provided to you by a Work-Relay representative (link below is an example):
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tj0000001xxxxx
In this example you would copy /packaging/installPackage.apexp?p0=04tj0000001xxxxx
Login to your instance of Salesforce and remove everything after the base URL, then paste the last part of URL from step 1 at the end:
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2.2.2 Install package
The installation dialog will appear. Please select "Install for Admins Only" and then the "Install" button:
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After pressing Install, you will see the following status screen:
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2.2.3 Finish installation
Since Work-Relay is a large package, you will see the following notice. You can click "Done" and you will receive an email when the package has been installed:
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2.3.1 Add this Remote Site URLs
Go to the Work-Relay App in Salesforce Classic, click on the Processes tab and copy the base URL (6):
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2.3.2 Navigate to Remote Site Settings
In Setup, click on Remote Site Settings (7):
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2.3.3 Add a new remote site
Add a new remote site, and paste the URL from above into the proper field (8). The Remote Site name can be "Work-Relay" or similar:
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The naming convention should help you remember what this remote site is. You can also add a description.
Do the same for Work-Relay app. in Lightning Interface:
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2.4.1 CSP Trusted Sites - Copy URLs
For CSP you will need 3 URLs - the base Lightning URL, the base Salesforce Classic URL, and the base Salesforce Classic Work-Relay App URL (same as Remote Site Settings).
1. Go to the Work-Relay App in Salesforce Classic, click on the Processes tab and copy the base URL (yellow highlight below):
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2. Go to the Home page in Salesforce Classic and copy the base URL (highlighted below):
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3. Switch to the Lightning Experience and copy the base URL (highlighted below):
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2.4.2 Navigate to CSP Trusted Sites
In Setup, click on CSP Trusted Sites (9):
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2.4.3 Add 3 new CSP trusted sites
Add 3 new CSP trusted sites, and paste in the URLs from above. The Site names can be "Lightning", "Classic", and "Work-Relay" or similar:
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2.4.4 Add CORS URLs
In Setup, click on CORS (10):
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Click New and add the following 2 URL patterns (11):
2.5.1 Ask for a license key from your Work-Relay representative
You will need to provide your Organization ID, found here (12):
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2.5.2 Provide license on Settings tab
Go to the "Licenses" subtab of Settings tab in Work-Relay. See proper article for license management.
- WR Process Admin - any user that will need to administer Work-Relay (create processes, forms, etc).
- WR Process User - any user that will be assigned Work-Relay tasks, complete forms, etc.
- If you need to add more permissions (i.e. Visualforce pages generating by Work-Relay) you can clone the Permission Sets and add them to the clone.
2.7.1 Navigate to User Interface
Note: User Interface may be at the bottom of the Customize section (16):
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2.7.2 Enable Collapsible Sidebar
Click on the box to enable collapsible sidebar (17):
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In Salesforce, Objects store the field definitions and records that make up your data. As your organization data may contain many objects, you will likely only use a subset of those within Work-Relay. For this reason, you will want to indicate which objects in your organization are available to Work-Relay.
Please refer to the proper article.
Click [Turn On]
- Navigate to Work-Relay Settings.
- Click Schedulers Settings (18).
- Click Turn On (19) link.
This is needed for the "Send Email" action when you want to use a standard Salesforce email template. The reason for this is that in order to send an email from Apex code using a Salesforce email template and you want to pass a record as context to that template - you must send an email to a Contact (standard Salesforce object).
That is why you need to specify the helper Contact on the Work-Relay Settings page.
5.1 Create a Dummy Contact Record
In your organization, create a dummy Contact record with an email like "[email protected]".
5.2 Register that Contact on the Work-Relay Settings page
- Go to "Notifications Settings" subtab (20).
- Select this contact (21) in the proper field.
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Now, whenever Work-Relay sends an email using a Salesforce email template, that email is sent to a Contact specified on the Settings page (which allows us to pass a flow context record to a template). The real email addresses to whom you want to send the emails are provided in a separate apex method. I.e. if you want to send an email alert to "[email protected]" then in the end it will be sent to two addresses "[email protected]; [email protected]".
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