To install and successfully use Work-Relay, you must have one of the following versions of Salesforce.com:

• Unlimited Edition
• Enterprise Edition
• Developer Edition
• Professional Edition
• Sandbox Edition

Work-Relay also works with the following:

• Salesforce Customer Portal
• Salesforce Partner Portal
• Force.com Platform
• Salesforce Communities

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 Sys Admin authorization.

Setup / App Setup / Customize / Chatter

More information about Chatter is available directly from Salesforce

Go to: Setup / Administer / Security Controls / Remote Site Settings

URL: https://stswr1.<Salesforce Server>.visual.force.com

NOTE: "na15" refers to the server Work-Relay is running on. It can vary from org to org.

1. You need to have the latest Work-Relay package URL. This will be provided to you by Work-Relay.
2. Click the URL.
3. If you are not already logged in, you will be prompted to log in to your org.
4. Follow the simple instructions that follow.

Configure Work-Relay UI Resizer to have the best user experience when you use Work-Relay on Salesforce Standard Pages.

Make sure that all user profiles other than Sys Admin have access to all Work-Relay components including VF pages, Custom Objects and ALL their fields. Please note, you don’t need this step if you selected “Grant access to all users” option during installation.

Specify which Custom Objects you would like to be available Work-Relay flows.

1. Select “Work-Relay” Application
2. Open “Settings” tab
3. Add custom objects you want to be available for Work-Relay and click “Save”

This is needed for the "Send Email" action when you want to use a standard Salesforce email template in it.

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's why you need to specify the helper Contact on the WR Settings page.

So technically it works as below:

1. In your organization you create a dummy Contact record with some email like "[email protected]".

2. Then you register that Contact on the WR Settings page.

3. Every time when WR sends an email using a Salesforce email template, that email is sent to a Contact specified on the Setting 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]".