User Guide

Salesforce Object Custom Lightning Tabs

The custom lightning tab of your Docurated plugin is similar across all configurable Salesforce objects (Accounts, Contacts, Leads, and Opportunities) and contains the following paginated sub-tabs:

• Playbook: Lists the sales playbooks/user manuals, which are internally recommended to the sales team for a contact or a lead. These playbooks guide you on how to engage contacts and leads based on where they are in the purchase cycle. 

  

  The Playbook sub-tab is only available for Contacts and Leads.

• Recommended: Lists the documents that Docurated's AI-system recommends for a lead/account/contact/opportunity. You can make a recommended document available for a lead/account/contact/opportunity by attaching the document to that lead/account/contact/opportunity.

  

• Content Shared: Lists the documents that you have shared with or attached manually to a lead/account/contact/opportunity.

• Content Analytics: Displays the content engagement analytics for the documents that you have shared with a lead/account/contact/opportunity.

  

Activity Log

You can also check all the activities performed by a salesperson, a Lead, or an Opportunity on the content you shared through the custom lightning tab Activity.

The logged activities are as follows:

• Opening a document

• Engaging with the content of a document

• Sharing a document

• Attaching a document (to a prospect)

Attach a Document

Quark Docurated plugin for Salesforce allows you to attach a document to a lead/account/contact/opportunity listed under the respective Salesforce objects. This means, to make a document available for a specific prospect/client/organization listed under one of these Salesforce objects.

To attach a document: 

1. In your Docurated server under the Quark Docurated tab, navigate to the document that you want to attach.

2. Expand the kebab menu on the document's card and then select Attach to open the dialog Attach To.

   

3. In the Attach To dialog, select the object (for example, Lead) you want to attach the document to.

   

4. Add the names of the leads for whom you want to make the document available.

   

5. Select the button Attach.

Copy Salesforce Link

Quark Docurated plugin for Salesforce allows you to share a document, topic, or category within your organization by sharing a native Salesforce link.

To share a document, topic, or category directly via a Salesforce link: 

1. Expand the kebab menu on the document card.

2. Select Copy Salesforce Link.

   

3. Share the link directly with a client/prospect through any of the established means of communication. 

Add a Custom Tab

To add a tab for the Docurated plugin for Salesforce:

1. On the Salesforce user interface, select the setting icon in the top bar menu items and then select Setup.

   

2. On the Setup user interface, in the left pane, under Platform Tools, select User Interface > Tabs.

3. On the Tabs page, in the section Visualforce Tabs, select the button New to create a new Visualforce tab.

   

4. On the New Visualforce Tab page (as Step 1 of the process), provide the following information and then select the button Next:

   1. Select a Visualforce page (choose Docurated).

   2. Enter the label of the tab.

   3. Enter the name of the tab (you can use your organization's name).

   4. Select a tab style. 

   5. Enter a description.

      

5. On the New Visualforce Tab page (as Step 2 of the process), choose the profiles for which you want to make the tab default, and then select the button Next.

   

6. On the New Visualforce Tab page (as Step 3 of the process), choose the custom apps for which you want to make the tab available, and then select the button Save to add the tab.

   

After you have created your custom tab for the Docurated plugin, you can see the tab on the Salesforce user interface for the profiles and custom apps you have made your tab available for.

Add Custom Lightning Tabs for Salesforce Objects

You can configure your custom lightning tabs (record pages) for the Salesforce objects - Accounts, Contacts, Leads, and Opportunities. You can create a custom lightning tab for a Salesforce object, in the same manner, you create a custom Salesforce tab for your Docurated plugin. 

The Visualforce pages for these custom lightning tabs are as follows:

Configure Custom Lightning Tabs

To configure a custom lightning tab for Salesforce object: 

1. In the left pane, under Platform Tools, select User Interface > Lightning App Builder. The Lightning App Builder page lists the tabs that you configure for Quark Docurated.

   You can also search for "Lightning App Builder" in the search bar at the top of the left pane.

2. On the Lightning App Builder page, select the button New to create a new lightning page.

   

3. On the Create a new lightning page dialog, select Record Page and then select the button Next.

   

4. On the next screen, provide a label and select a Salesforce object for which you want to configure your custom lightning page, and then select the button Next. For example, for the object Accounts, you can add the label "Docurated_Account."

   

5. On the next screen, select a template for your custom lighting page and then select the button Finish to close the Create a new lightning page dialog.

   Select any of the templates under the tab Close Salesforce Default Page if you do not require to set up your custom lightning page template.

   

6. On the next screen (which is the setup page for your custom lightning tab), select any of the already available lightning tabs to make the tab-related options visible in the right pane, and then select the button Add Tab.

   

7. Select the tab you have added to open the dialog that lets you manage the tab label. 

8. In the Tab Label dialog, select Custom from the dropdown list and then add a custom label for your lightning tab.

   

9. Under your custom tab, select the button Add Component(s) Here, and then select Visualforce in the left pane, which generates a view of your Docurated server within your custom lighting tab.

   

10. In the right pane, manage the following properties of your Visualforce component and then select the button Save to save your custom lightning tab.

    1. Label (for example, "Docurated")

    2. Visualforce Page Name (Visualforce page of the object for which you want to add your custom lightning tab; for example, Docurated_Embedded_Account_Next for the object Accounts)

    3. Height (for the best experience, the recommended height is 750 pixels)

       

11. After you have saved your custom lightning tab, Salesforce displays a Page Saved confirmation dialog that asks you to activate your page. You can either select the button Activate on the dialog or can select the button Activation at the upper right corner of the setup page.

    

12. The Activation dialog essentially asks you to review for which user you want to make your custom lightning visible. For example, if you want to make your custom tab default for your entire organization, select the button Assign as Org Default under the tab Org Default.

    

13. On the next screen, select a form factor (desktop, mobile, or both) on which you want to apply your preferences.

    

14. On the next screen, review your preferences and then select the button Save to make your custom lightning tab available for the selected Salesforce object.

    

Set Access Permission

To set the permission access to the Docurated plugin for Salesforce for the users of your organization:

1. In the left pane, under Platform Tools, select Apps > App Manager. The Lightning Experience App Manager page lists the applications integrated with Salesforce.

   You can also search for "App Manager" in the search bar at the top of the left pane.

2. On the Lightning Experience App Manager page, select the dropdown icon against Docurated in the listed applications, and then select the button Manage to open the App Manager page.

   

3. On the App Manager page, select the button Edit Policies.

   

4. Set the field Permitted Users to Admin approved users are pre-authorized and then select the button Save. This is to enable the mechanism to manage user access to Docurated plugin.

   

5. In the left pane, under Administration, select Users > Permission Sets. The Permission Sets page lists the user groups based on applications integrated with Salesforce.

6. On the Permission Sets page, select Docurated.

   

7. On the next screen, select the button Manage Assignments.

   

8. On the next screen, you can add, edit, or remove user access to Docurated plugin.

   

Sync Salesforce Objects (via Quark Docurated Support)

From the Docurated support team, you can get your Docurated plugin for Salesforce synced with several Salesforce objects based on the API limits outlined by your organization. With Docurated, you can make API requests for Salesforce recommendations, playbooks, syncing Salesforce libraries, content engagement activity logging and emails.

You can have the following Salesforce objects synced and can also have a synced object customized based on your requirements from the Quark Docurated support team: 

Sync Salesforce Content Workspaces (via Quark Docurated Support)

You can get Salesforce libraries mapped to your Docurated server. To map data from Salesforce libraries, Quark Docurated support team requires the following information:

• The content workspace ID or the Salesforce library ID that you want to map.

• The topic that corresponds to the library to which you want to map the data.

Generate Context-specific Links

To generate context-specific (Marketo, in this case) document links:

1. With the Marketo platform opened in a window of the Chrome browser, in the Docurated-Chrome extension window, navigate to the document for which you want to generate a Marketo-specific link, expand the kebab menu for that document, and then select Share.

   

2. In the Share dialog, the Chrome extension automatically detects the underlying context for Marketo. Select the button Generate Link.

   

3. Copy the generated link, which also contains the value of a set of parameters appended (values of ‘Lead E-mail’ and ‘Campaign’ included, by default).

   

4. Insert the generated link (with tracking parameters) as per your preferences in your email draft.

   

5. Expand the Email Actions dropdown menu, and select Approve and Close to set up the campaign for the launch.

   

Custom Engagement Information 

Quark-Marketo integration also provides the provision to log custom content engagement information based on the interaction of a lead with Docurated documents.  

The following information is logged under the custom Marketo object Content Engagement: 

• Document Name

• Document Type

• Campaign Name

• Shared URL of Document

• Actual Document URL in Quark Docurated 

• View Duration in Seconds

• Number of Downloads for the document

• Recipient Email

• View Date

Engagement Score

In the default configuration of Quark-Marketo integration, a custom field Engagement Score is available for every lead, which is calculated based on the engagement activities performed by a lead on Docurated documents.

Your marketing team can leverage this Engagement Score in conjunction with Marketo's Lead Score for better insights into each lead.

Create an API User and Assign Roles

To create an API user:

1. Log in to the Marketo admin console with administrator credentials.

2. In the left pane, go to the tab Users & Roles.

3. If the role API User is not available, create the role.

   1. In the Info tab of the Invite New User dialog, provide an Email and name and then select the button Next.

      

   2. In the Permissions tab, select the roles and permissions necessary for an API user and then select the button Next.

      

4. Edit the selected role for API User and provide the following set of permission to the role.

   

5. Select the button Save. 

   Access to API is a mandatory set of permission.

Create a Web Service

A web service is required to integrate Marketo with Quark.

To create a web service:

1. In the left pane menu of the Marketo admin console, select Integration > Launch Point to open the New Service dialog.

2. In the New Service dialog, provide the following values in the displayed fields:

   Field Name	Value
   Display Name	QuarkRestService
   Service	Custom
   Description	Rest Service To Integrate Quark
   API Only User	From the dropdown list of users, select the user you have created

   

3. Select the button Create.

4. Go to the section View Details of the web service you have created and extract client ID and client secret.

Create Custom Activities

To accommodate custom activities from Docurated into the Marketo platform, you have to create these custom activities with the correct values.  

To create these custom activities:

1. In the Marketo admin console select Admin > Custom Activity > Create. 

2. Add the following new three custom activities with the following field values:

   1. Document Open

      Field Name	Value
      Display Name	Document Open
      API Name	documentOpen

       

   2. Document Download

      Field Name	Value
      Display Name	Document Download
      API Name	documentDownload

   3. Document View Duration

      Field Name	Value
      Display Name	Document Open
      API Name	documentViewDuration

   

Create Custom Objects

You have to create two custom objects that address the following purposes:  

• A custom object corresponding to each Docurated document that a Marketo lead engages with 

• A custom object to display the engagement information by leads on Docurated documents

To create these custom objects:

1. In the Marketo admin console select Admin > Marketo Custom Object to open the Create Object dialog. 

2. In the Create Object dialog, provide the following values in the displayed fields for the first object (Content Engagement) and then select the button Save:

   Field Name	Value
   Display Name	Content Engagement
   API Name	contentEngagement_c
   Plural Name	Content Engagements
   Description	Every Docurated document being engaged has a corresponding custom object in Marketo
   Show in Person Detail	Toggle On

   

   1. Create the following fields for the first custom object (Content Engagement):

      Field Name	API Name	Data Type
      Id	id	string
      Name	name	string
      Type	type	string

      

3. Create the second custom object (Engagement) in the same manner and provide the following values in the displayed fields and then select the button Save:

   Field Name	Value
   Display Name	Engagement
   API Name	engagement_c
   Plural Name	Engagements
   Description	To show engagement details by leads on documents
   Show in Person Detail	Toggle On

   

   1. Create the following fields for the first custom object (Engagement):

      Field Name	API Name	Data Type
      Id	id	link (LinkObject: Content Engagement and Field: Id)
      Campaign	campaign	string
      Sender Email	senderEmail	email
      Document URL	documentURL	string
      Share URL	shareURL	string
      View Id	viewId	string
      Viewer Email	viewerEmail	link (LinkObject: Person Engagement and Field: Email Address)
      View Date	viewDate	datetime
      View Duration	viewDuration	float

      

Create a Custom Field

The Engagement Score (the Docurated-native counter part of Marketo's lead score) is a custom field, which you can create through the following process: 

1. In the Marketo Admin console, select Database Management > Field Management > New Custom Field to open the New Custom Field dialog. 

2. In the New Custom Field dialog provide the following values in the displayed fields:

   Field Name	Value
   Type	Score
   Name	Engagement Score
   API Name	engagementScore

   

3. Select the button Create.