Overview - Salesforce Integration
If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
- Getting Started
- API V2
- API V3
- Article Editor
- Swifty (In-App Widget)
- Billing / Subscription
1. Sign up for a Salesforce Developer account and wait for the verification email after you fill out the form, it can take a few minutes. Then click the link in the email to set your password.
2. Enable Salesforce for your Helpjuice account. In Settings → Integrations → Salesforce click turn on both “Enable Salesforce” and “Authenticate Salesforce Users” and click Save.
Connect Salesforce with your Helpjuice account
Start installing the Helpjuice package by clicking here . Salesforce might ask for your password again (the one you set earlier) and to verify your phone number (you can skip the latter by clicking Remind me later at the bottom).
You will see a page like on the screenshot below — check the “I acknowledge…” box and click Install.
Once it says “Installation complete”, click on Done.
It will then redirect you to Salesforce, where it shows an Installed Packages table with Helpjuice in it.
Creating the VisualForce Page
Click on the Settings icon near your avatar and then on Developer Console.
Then follow this KB article to create the VisualForce pages.
Once saved, close the popup.
Then click on the settings icon again and click Setup:
Look up and click on Visualforce pages in the Quick find menu:
You should see your newly created Helpjuice and Helpjuice_Links pages.
For each of them click on Edit, then check the “Available for Lightning Experience, Experience Builder sites, and the mobile app” checkbox and click Save.
Click on the dots grid icon and type in “Cases”. Then click on “Cases”.
Create a test case, then click on it to view the case page.
Click on the settings icon and select “Edit Page”:
Look up then drag and drop the Visualforce component to an appropriate location in your case page layout. Do it twice, for both the Helpjuice and Helpjuice_Links pages.
Then click Save and Activate to enable the changes. Click the back button at the top left corner to go back to your case page.
You should see the Helpjuice widgets on your case page exactly where you configured them to be. For both of them, click the Approve link and then click to allow access:
If your salesforce login (email) and your Helpjuice account email match, you should see the widgets on the Salesforce case page listing your KB articles.
Otherwise, it will show “Unauthorized”. To fix that make sure both your Salesforce and Helpjuice emails are exactly the same.