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Cloudwords Salesforce Knowledgebase Sandbox Guide

This document provides instructions for configuring a Salesforce Knowledge Base sandbox environment to work with Cloudwords' sandbox integration. It outlines 5 steps: 1) Pointing the module to the Cloudwords sandbox API URL, 2) Enabling remote site settings, 3) Enabling OAuth, 4) Creating a new Cloudwords sandbox web tab, and 5) Clicking on the new tab to link the environments. Following these steps will allow users to test the full Cloudwords functionality without using a test vendor.

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wawankn
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111 views

Cloudwords Salesforce Knowledgebase Sandbox Guide

This document provides instructions for configuring a Salesforce Knowledge Base sandbox environment to work with Cloudwords' sandbox integration. It outlines 5 steps: 1) Pointing the module to the Cloudwords sandbox API URL, 2) Enabling remote site settings, 3) Enabling OAuth, 4) Creating a new Cloudwords sandbox web tab, and 5) Clicking on the new tab to link the environments. Following these steps will allow users to test the full Cloudwords functionality without using a test vendor.

Uploaded by

wawankn
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce Knowledge

Base Sandbox
Configuration Guide
August 2013

400 MON TG O MERY STR E E T STE 1200 | SAN FRA NCISCO, CA 94104 U SA | P H +1 415 394 8003 | CLO U DWORDS.COM

Introduction
Cloudwords offers a dedicated sandbox environment that is designed to let you test drive our
Salesforce Knowledge Base integration in an automated way, for free. The Cloudwords Sandbox is
your private testing environment, and it comes with full Cloudwords functionalities enabled.
To simplify your testing experience, your sandbox account also comes with an automated vendor
that will automatically respond to your test projects and even deliver mocked machine translation for your Salesforce Knowledge Base content. With Sandbox, you can essentially go through the
entire Cloudwords project lifecycle without having to login as a test vendor at all.

Configure Your Salesforce Knowledge Base for Cloudwords Sandbox

After you have installed the Cloudwords for Salesforce Knowledge AppExchange app into your
salesforce.com sandbox (or if is already present in your sandbox), follow the instructions below.
This will only need to be done once.

1. Point Your Module to Cloudwords Sandbox

In Salesforce, go to Setup and click on Develop -> Custom Settings. Once there, click on Manage for
Cloudwords Settings. In Cloudwords Settings, click on the Edit link for the System Administrator.
Under Cloudwords Settings Information, set the following fields:
For Cloudwords API URL, the value should be https://api-sandbox.cloudwords.com/1/ without
the quotes. For Cloudwords APP URL, the value should be https://app-sandbox.cloudwords.com/
without the quotes. See screenshot below:

Click Save to save your changes and proceed to the next section.
400 MON TG O MERY STR E E T STE 1200 | SAN FRA NCISCO, CA 94104 U SA | P H +1 415 338 8003 | CLO U DWORDS.COM

2. Enable Salesforce Remote Site Settings


In Setup, under Administration Setup click on Security Controls -> Remote Site Settings. Click on
New Remote Site. For Remote Site Name, type in CW_Sandbox and for Remote Site URL, type in
https://api-sandbox.cloudwords.com without the quotes. See screenshot below:

Click Save to save your changes and proceed to the next section.

400 MON TG O MERY STR E E T STE 1200 | SAN FRA NCISCO, CA 94104 U SA | P H +1 415 394 8003 | CLO U DWORDS.COM

3. Enable Salesforce oAuth


In Setup, under App Setup click on Create -> Apps. Under the Connected Apps section, click on
Cloudwords Knowledge Article Translation. Once there click on Edit. See screenshot below:

Find the field Callback URL and put https://app-sandbox.cloudwords.com/oauth/sfcallback.json


without the quotes. Click Save to save your changes and proceed to the next section.

400 MON TG O MERY STR E E T STE 1200 | SAN FRA NCISCO, CA 94104 U SA | P H +1 415 394 8003 | CLO U DWORDS.COM

4. Create New Web Tab for Cloudwords Sandbox


In Setup, under App Setup click on Create -> Tabs. Under Web Tabs, click on New. In Step 1, click
Next. In Step 2, type in Cloudwords Sandbox as the Tab Label and Cloudwords_Sandbox as the
Tab Name. Click Next. See screenshot below:

In Step 3, under the section Button or Link URL, type in the following without the quotes: https://
app-sandbox.cloudwords.com/sso/sfdc.htm?sfdcSessionId={!API.Session_ID}&sfdcServerUrl={!API.
Partner_Server_URL_220}. See screenshot below:

400 MON TG O MERY STR E E T STE 1200 | SAN FRA NCISCO, CA 94104 U SA | P H +1 415 394 8003 | CLO U DWORDS.COM

Click Next. In Step 4, click Next. Finally, in Step 5, uncheck everything except for Cloudwords. See
screenshot below:

400 MON TG O MERY STR E E T STE 1200 | SAN FRA NCISCO, CA 94104 U SA | P H +1 415 394 8003 | CLO U DWORDS.COM

Click Save. You should now be able to see a new Cloudwords Sandbox tab in Salesforce.

400 MON TG O MERY STR E E T STE 1200 | SAN FRA NCISCO, CA 94104 U SA | P H +1 415 394 8003 | CLO U DWORDS.COM

5. Click on the new Cloudwords Sandbox WebTab


Clicking on the Cloudwords Sandbox WebTab will link your salesforce.com and Cloudwords sandbox environments, and you should see the Cloudwords sandbox environment load in the WebTab
with the text sandbox next to the Cloudwords logo in the upper left corner of the WebTab. See
screenshot below:

Congratulations, you are now ready to start!


You have finished the one-time configuration and you are now ready to start using Salesforce
Knowledge Base with Cloudwords Sandbox.
If you have questions or need support at any time, please contact us at [email protected].

400 MON TG O MERY STR E E T STE 1200 | SAN FRA NCISCO, CA 94104 U SA | P H +1 415 394 8003 | CLO U DWORDS.COM

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