Salesforce Case Assistant for Self Hosted/Private Tenants

Salesforce Integrations widgets require that the Salesforce instance you are connecting to has Cross-Origin Resource Sharing (CORS) permitted for your digital workplace.

How to Enable CORS for your workplace in Salesforce Client Server

Step 1: Log in to Salesforce

• Go to Salesforce and login using an admin account.

Step 2: Enter the setup panel

• Click “Setup” at the top right corner.

Step 3: Navigate to the CORS Management area

• In the left nav, go to Administration Setup->Security Controls->CORS.

Step 4: Authorize your workplace

• Add your full workplace URL.

Step 5: Save

• Click the save button to complete the process.

To install the Unleash Salesforce Case Assistant in your Salesforce Suite:

Before starting the installation, contact your Unleash representative to obtain your Embed key. We will need your Salesforce domain, so please provide your Salesforce login URL.

• Install the package for All Users by clicking on the link.

  • Note: The installation might take a few minutes, so a notification should be sent to the customer's email once it is done.

• After installation, go to the App Manager in the Setup.

  

• Select which Salesforce apps to add Unleash and click Edit.

  • Note: Unleash is only supported in the Lightning version.
    

• Navigate to Utillity Items.

• Click Add Utillity item.

• Add Unleash Quick Search
  

• Name the label Unleash.

• Name the icon Search.

• Change the Panel Width to 600.

• Change the Panel Height to 600.

• Optional: Add the Assistant ID.

• Click on Navigation Items in the tree.

• Under Selected Items add Unleash.

• Click Back.

• In Setup, search for UnleashSettings.
  

• Under UnleashSettings, click on Manage.

• Then click Edit to enter the Embed key.