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Salesforce Lightning - Universal Connector Setup

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All necessary files are attached at the bottom of this page.

 

Note: This setup requires having some understanding of Salesforce administration and admin rights to the Salesforce instance.

 

General Information

The Salesforce connection, if you were to follow the exact steps below, would allow you to:
  • search and insert assets on a Visualforce page in Salesforce. 
  • inserted assets would be stored in a Salesforce library.
 
This connection is an example of our universal connector in action and we provide this source code such that a Salesforce developer can take what we have, to customize and build on to fit your use case.

 

How to create a module on Salesforce to call Canto Universal Connector

Salesforce setup instructions for Salesforce Lightning.

  1. Upload cantoUniversalConnector.js (can be found in Salesforce.zip) and jquery-3.2.1.min.js into your static resource pool in Salesforce.



  2. Create a Custom Settings on Salesforce as below:



  3. Add below fields as Custom Fields into Custom settings:



  4. Create Visualforce Page that references the cantoUniversalConnector.js library and create a cantoUC instance. That page needs to include the tags.


    Switch environment is supported (Staging, Global, Europe, Frankfurt) by passing target environment into cantoUC instance. For example $.cantoUC({  env: "canto.com" },replaceCantoTagByImage);

    FILE: See the code file below VisualforcePage.txt



  5. Create an Apex Class that is used to upload the file into Salesforce content resource.

    Note: Please update your FirstPublishLocationId (Salesforce library ID) and PathOnClient (Domain address).


    FILE: 
    See the code file below ApexClass.txt

  6. Add Remote Site URL into the Canto Security control panel. It is to set the relevant addresses of S3 and Cloudfront to be correctly accessed.

  7. Under User Interface  Tabs add the Canto Universal Connector Visualforce Page as a Visualforce Tab.





  8. Then open your Visualforce Tabs on the Home page. Here you can insert Assets from your Canto library.

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