SalesForce Installation Guide

this guide is intended for salesforce admins or technical users responsible for setting up the wetransact salesforce integration if you're a sales or marketing user looking to create co sell deals or private offers, please refer to the creating co sell deals & private offers in salesforce docid\ fmhrfa6d8 eahdynmreyy 🟣 overview this package connects salesforce with wetransact, enabling automated syncing of co sell and private offer records you’ll be able to create offers, retrieve statuses, and keep your data aligned with minimal manual work 🟣 requirements before you begin, make sure you have salesforce administrator access access to install appexchange applications your wetransact api credentials (provided by wetransact) 💡 note the installation should be completed by a salesforce administrator 🟣 install the package click the wetransact salesforce installation link https //appexchange salesforce com/appxlistingdetail?listingid=ff771cb0 3291 40e0 93d8 2be6796d4d34 , install for admin, and wait until complete 🟣 video salesforce wetransact installation demo the video below provides a full walkthrough of the installation and configuration process a step by step written guide is also available below 🟣 step by step salesforce installation guide install the wetransact salesforce app and configure it for co sell and private offer management step 1 install the wetransact app open the salesforce appexchange listing wetransact salesforce installation link https //appexchange salesforce com/appxlistingdetail?listingid=ff771cb0 3291 40e0 93d8 2be6796d4d34 click get it now step 2 log in to salesforce click login and authenticate with your salesforce administrator account step 3 install the package choose install in production select install for admins only, click install wait until the installation finishes after installation completes, click done step 4 verify installation navigate to setup → installed packages verify that wetransact appears in the installed packages list √ success if the package appears, the installation completed successfully step 5 assign permissions all access is granted through permission set groups (psgs) assign the appropriate permission set groups based on the user's role 💡 permission set groups wetransact – admin access grants full administrative access to credentials, logs, flow configuration, and manual execution wetransact private offer – user access grants access to create and manage private offers from the opportunity page wetransact co sell – user access grants access to create and manage co sell records from the opportunity page bulk assign permission set groups use this method to assign or remove a permission set group for multiple users at once 💡 tip permission sets can also be assigned individually from each user record 1\ open permission set groups navigate to setup → permission set groups 2\ open the permission set group for example wetransact co sell – user access 3\ click manage assignments 4\ click add assignments 5\ select users choose the users that should receive access click next 6\ assign permissions click assign 💡 note repeat these steps for the remaining permission set groups if required step 6 configure the api connection the salesforce app communicates with wetransact through named credentials navigate to setup → named credentials open wetransact named credential click edit update the endpoint to https //api archera wetransact io/api/v1 click save next, open wetransact external credential edit the principal please go to your wetransact portal → settings → integrations → crm api token generator → generate enter username api token ✅ success salesforce is now connected to the wetransact api step 7 add the co sell wizard to opportunity pages open any opportunity select ⚙️ → edit page search for dynamic related list – single drag it onto the page add the following fields deal/offer name deal/offer status sync status replace the new action with co sell wizard step 8 add the private offer wizard repeat the previous steps add another dynamic related list – single use these fields offer name offer status sync status replace the new action with private offer wizard save and activate the page verify the installation open any opportunity you should now see √ co sell wizard √ private offer wizard both should appear and be ready for use installation complete 🎉 the wetransact salesforce app is now installed and fully configured 🟣 support we hope you were able to successfully follow the steps outlined above if you face any issue please do not hesitate in reaching out to your wetransact representative 💬 for more, contact us at \<font color="#a855f7">\</font>