Install Exalate for Salesforce

Introduction

In this article we are going to show you how to:

• install Exalate on Salesforce from the AppExchange.
  • Generate a security token to log into the Exalate Admin console on Salesforce.
• install Exalate on Salesforce on Docker.

Install Exalate on Salesforce from the AppExchange

This article describes how to install Exalate to Salesforce from the AppExchange marketplace.

1. Access the AppExchange marketplace and search for the Exalate app

2. Click Get it now

3. Select Production or Sandbox environment depending on where you want to install the package

4. Confirm installation details

• Fill out the required fields
• Check that you have read and agree to the terms and conditions
  
• Click Confirm and Install
  
   
  

5. Log in to your Salesforce account

You are automatically redirected to the salesforce login screen once you confirm the installation 

6. Select a group of users that has permission to use the Exalate app

If you install Exalate for Admins Only, only the administrators have permission to use Exalate. You can grant permissions to other users later. Check out How to manage users' permissions in Exalate for Salesforce.

Installing Exalate for All Users grant permission to use the app to all registered users.

If you choose to install Exalate for Specific Profiles, you see the list of the available profiles and their permissions that should be set before you proceed.

7. Click Install

8. Approve third-party access

• Check Yes, grant access to these third-party websites
  
• Click Continue

9. Installation complete. Click Done to go back to your Salesforce instance

 

How to create a connected app

10. Next, you need to set the Permissions. Go to Setup> Permission sets.

To assign a permission set to a user, go through these steps:  Exalate Admin > Manage Assignments > Add assignment > Select User with System Administrator Profile > Assign > Done.

The next step is to create the Connected App. Go to Setup > Apps> App Manager  and click on  New Connected App.

On the setup page, fill in these fields:

• Connected App Name
• API Name
• Contact Email
• In API (Enable OAuth Settings), check Enable OAuth Settings
• In  the Callback URL field paste: https://connect.exalate.net/rest/oauth/callback
• Select and add all rows in Selected OAuth Scopes
• Require Secret for Web Server Flow should be selected
• Require Secret for Refresh Token Flow is optional

Click Save when done.

Go to Setup > Apps> App Manager > Your created App > View App and collect the Consumer Key and Consumer Secret from the connected app.

11. Request an Exalate node

Once the application is installed, you can request an Exalate node:

• Access the Exalate app from the search bar 

  

• Copy the Consumer Key and Secret from the connected app and paste here, then click on Request Node.

  

• Click Allow on the app permissions.

   

  After you allow the permissions you are be redirected back to the Salesforce interface.

  12. Configure Exalate for Salesforce
  Once you have requested the node it is time to configure it. Follow the steps listed below:

  1. Fill in your contact information in the registration formExalate sends you a verification email. With this info Exalate:

  • Verifies your instance.
  • Activates an evaluation license.
  • Makes an admin account to receive error notifications.

  

  2. Click Agree and submit, to agree to the EULA and continue.

  Note: After clicking Agree and submit, you accept our End User License Agreement (EULA). You can read it here: https://static.idalko.com/legal/eula-addons.pdf

  
  Click Resend email if you have not received a confirmation email. Click Change email to modify the email address provided earlier.  
  

  Note: If you encounter an error during verification, check out Solving issues with email verification.

  3. Open your email and click Verify Exalate instance 

  

     

  4. Once you receive the email and verify the registration of the node, you are redirected to the Exalate console admin > Connections screen.
  Congratulations! The registration process has been completed.
  Install Exalate for Salesforce on Docker
  You can host Exalate for Salesforce on your own server. To do so, you need to install Exalate on Docker.
  

  Note: You need to install Docker. Check the docker documentation for more details.

  1. How to install Exalate for Salesforce on Docker?
     1. Create or download the docker-compose.yml
     2. Ensure that a correct database is setup using a createdb.sh
     3. Set environment variables if necessary
     4. Register the node
     5. Start the application
  2. Troubleshooting

Video Tutorial