Install Salesforce Agent Scripting App – Zingtree

How to install Zingtree app? Salesforce integration of Agent Scripting App using Lightning Experience.

Installing Salesforce Agent Scripting App in Salesforce

Follow the prompts that Salesforce provides.

Our organisation is using a Lightning Experience for Salesforce, so, we faced the one issue while installation:

Error message: Missing Organization Feature: Ideas . How to solve this issue, please, read in the article : SOLVED: Missing Organization Feature: Ideas null. Salesforce.

Object Support

Salesforce Agent Scripting App in Salesforce can be integrated with the following objects in Salesforce:

  • Account
  • Asset
  • Campaign
  • Case
  • Contact
  • Contract
  • Idea — Not available in Lightning
  • Lead
  • Opportunity
  • Order
  • Solution
  • User

– Can I install Salesforce Agent Scripting App by Zingtree for a custom object?
– Yes, you can with a bit of coding. It will be described at the end of the article.

Configuration of Salesforce Agent Scripting App by Zingtree for a leed

The first thing to understand is that you need to tell Salesforce which tree from you Salesforce Agent Scripting App by Zingtree to use. For this you will have to know the ID of your tree and your API key of Zingtree .

On Salesforce on a home window find Zingtree Configuration:

Configuration of Salesforce Agent Scripting App by Zingtree for a leed
Configuration of Salesforce Agent Scripting App by Zingtree for a leed
Configuration of Salesforce Agent Scripting App by Zingtree for a leed
Configuration of Salesforce Agent Scripting App by Zingtree for a leed
Configuration of Salesforce Agent Scripting App by Zingtree for a leed
Configuration of Salesforce Agent Scripting App by Zingtree for a leed

Your tree ID you will find on this table on your account.

Agent Scripting App by Zingtree - where to find ID of a tree
Agent Scripting App by Zingtree – where to find ID of a tree

And your API key will be found by clicking this link with a condition that you are logged in in your account.
My API key

Agent Scripting App by Zingtree - where to find your API
Agent Scripting App by Zingtree – where to find your API

Now just click “Save” and it is ready to use.

Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience

We will integrate Salesforce Agent Scripting App by Zingtree right in a Lead page.

Here’s how to setup the layout:
Setup –> User interface –> Lightning App Builder

Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience
Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience

For a lead choose your page that corresponds to Lead. In our case it is : Lead Record Page –> Edit

Lightning App Builder for Salesforce Agent Scripting App by Zingtree
Lightning App Builder for Salesforce Agent Scripting App by Zingtree

In Components find “Tabs” and put it where you would like to see it. I put it at the bottom of the page.

Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience
Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience

After again in components find “Visualforce” and put it in the tab that you have created.

Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience
Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience

Set up your Visualforce page. In Visualforce page name find : ZingTree Page.

Set up your Visualforce page. In Visualforce page name find : ZingTree Page.
Set up your Visualforce page. In Visualforce page name find : ZingTree Page.
Set up your Visualforce page. In Visualforce page name find : ZingTree Page.
Set up your Visualforce page. In Visualforce page name find : ZingTree Page.

Set up your Label (whatever sounds good for your) and a recommended height: 1400.

Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience
Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience
Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience
Integrating Salesforce Agent Scripting App by Zingtree in your object. Integration example for a Lead for Lightening experience

Click “save”. Normally, your app is already integrated to your page.

Adding to Custom Object Types for Salesforce Agent Scripting App by Zingtree

You can use your scripts in Custom Objects as well. You need to create a separate VisualForce file for each custom object with the following code:

Make sure to put the object name in standardController attribute. For example: replace Your_field__c with Custom_Object__c .

Updating the Salesforce Case or other Objects from Zingtree

See this article for setting up the Salesforce Object Updater from Zingtree

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