SuccessPro Connected App Installation

Create the Canvas App

  • Navigate to Setup -> Apps -> App Manager and click “New Connected App”

Setting up SuccessPro Connected App

  • Fill in the form as follows:
    Connected App Name: SuccessPro Connected App
    API Name (must be exact to work with parent component): SuccessPro_Connected_App
    Email
    API (Enable OAuth Settings)
    Enable OAuth Settings: true
    Callback URL:
  • https://[tenant]-dev.actifi.com/salesforcewidget/oauth-callback.php (dev/ite)
  • https://[tenant].actifi.com/salesforcewidget/oauth-callback.php (production)
    Selected OAuth Scopes
  • Manage user data via APIs (api)
    Canvas App Settings:
  • Canvas: true / checked
  • Canvas App URL:
  • https://[tenant]-dev.actifi.com/salesforcewidget/index.php (dev/ite)
  • https://[tenant].actifi.com/salesforcewidget/index.php (production)
  • Access Method: Signed Request (POST)
  • Locations:
  • Lightning Component


Provide ActiFi with the Consumer Key and Secret

To decrypt the signed request provided by Salesforce, ActiFi will need the consumer key and secret associated with the roadmap connected app.
  • Return to the App Manager, locate the new Connected App, and from the dropdown at the right, select “View”. Next, click “Manage Consumer Details”.
  • Consumer Key and Consumer Secret should be copied to send to ActiFi.

Security Setup

  • Navigate to Setup → Apps → Connected Apps → Manage Connected Apps and click “Edit” next to the SuccessPro Connected App.
  • Under OAuth Policies, set the following:
  • Permitted Users: Admin-approved users are pre-authorized.
  • Navigate to Setup → Users → Profiles, and for each profile that requires access to the SuccessPro app, click “Edit” and select the following:
  • Under Connected App Access, select the “SuccessPro Connected App”.
  • Under Administrative Permissions, select “API Enabled”.


Adding the Connected App to a Record Layout

If you haven't already, install the SuccessPro Lightning Component via the link supplied by ActiFi. When prompted, leave the default "Install for Admins Only" selected.
Note: To install the package, your instance must be utilizing "My Domain".
Note: If you are moving a previous install of the Connected App from a Visual Force page to the new Lightning Component, ensure that “Lightning Component” is included as a Location in the Connected App setup:

Installing Connected App

  • Navigate to the record layout where you want to install the Connected App
  • Select "Edit Page" from the gear icon at the top right
  • Add an additional tab to the layout, with “SuccessPro” or other custom name.

Setting up SuccessProApp Component

  • Select the SuccessProApp component from the Components menu on the left
  • Drag the component into the new tab


Optional Configuration:

  • Provide a comma-separated list of Additional Record Fields for your particular object type (ex: SystemId__c)
  • Provide an Alternate Salesforce User Identifier (ex: EmployeeId__c)
  • Provide a Connected App Name if you didn’t use the default API name “SuccessPro_Connected_App” (ex: SPro_Widget)
  • Click “Save”.


Removing the Legacy Visualforce Page from the Record Layout

If you’ve added the SuccessProApp Lightning Component to the record layout, and your Org was using the SuccessPro Visualforce Page on the layout prior to the new configuration, you can now remove the Visualforce Page.
  • Navigate to the applicable Page Layout(s) and remove the Visualforce Page and Section wrapper (Note: the Visualforce page name may vary)

Steps to Delete Visualforce Pages

  • Navigate to Custom Code → Visualforce Pages and delete the SuccessPro Visualforce Page(s)