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 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 you need to be an admin in both wetransact & salesforce to proceed wetransact salesforce enterprise edition, or professional edition (with api access enabled) 🟣 install the package click the appropriate link, 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 💡 the steps for production & sandbox are identical; simply choose the appropriate url (login/test) select your environment use the correct installation link for either production or sandbox production https //login salesforce com/packaging/installpackage apexp?p0=04twu000000mavbyaw sandbox https //test salesforce com/packaging/installpackage apexp?p0=04twu000000mavbyaw choose access level when prompted, ensure “install for admins only” is selected tick the checkbox to acknowledge the installation click install , then wait for the email confirmation 🟣 assign permissions all access is granted through permission set groups (psgs) assign the appropriate psgs based on the user’s role 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 step by step use this method to assign or remove a permission set group from multiple users at once, ideal for onboarding or access reviews 💡 you can also manage assignment per user, directly from the user page open the permission set groups page access the psg you wish to share click manage assignments click add assignments select the users you wish to add access for & press next finally press assign to complete the assignment 🟣 configure api connection configure api connection to connect the two systems you’ll need to grab the api token from wetransact and input it together with your wetransact domain in salesforce 🟣 in salesforce set the named credential url and assign the token as your external credential password login to your salesforce environment enter setup access named credentials click into the wetransact named credentials click edit update named credential replace customer domain with your wetransact domain it should look like https //exampledomain wetransact io/api/v1 ensure enabled for callouts is ticked click into the wetransact external credential edit the principal set the username & password username should be “wetransactapi” password should be your wetransact api token 🟣add co sell & private offer to opportunity pages you can reveal either or both co sell & private offer as you prefer on any opportunity page the instructions provided apply wherever you wish to place them 🟣 step by step open the opportunity page you wish to edit in the editor mode search for and select the dynamic related list single drag & place it where you wish change the fields you wish to see in the list we recommend deal/offer name deal/offer status sync status replace the new button with co sell/offer wizard save the page! 🟣 reveal microsoft data on the account the package includes a daily data job to update your accounts it’ll send all accounts with websites to wetransact, match them against microsoft's customers, and return a set of fields feel free to use the included list views, or add them to your own list views, reports, or pages fields field label description # open co sell opportunities number of co sell deals registered with microsoft managed by microsoft customer is managed by microsoft intent score on azure marketplace customer purchase intent as rated by the microsoft azure marketplace cloud commit mcc cloud commit, as confirmed by microsoft included list views two lists are included for your use, both filtered to return only accounts already registered with co sell opportunities accounts with co sells my accounts with co sells 🟣 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 support\@wetransact io