Information and resources to help you get started installing and integrating the Adapter for Salesforce with eperi sEcure Platform.
Learn how to set up the Salesforce On-Demand Email-to-Case feature in conjunction with the eperi sEcure Platform.
Please note the following setup steps in your Salesforce org.
Welcome to the eperi sEcure Salesforce Configuration Manual. It explains how to install, configure, and administer eperi sEcure Salesforce.
Please take note of the system requirements for the eperi sEcure Platform (see Administrator Manual) and additionally the following requirements regarding the eperi sEcure Salesforce.
This section describes how to install and configure the eperi sEcure Salesforce for a test or POC environment. For a production environment, we recommend a cluster setup for performance reasons. If so, follow the steps as described in the Administrator Manual, section Cluster setup.
After you have completed the installation and configuration procedures, we recommend to test the installation including the reverse proxy functionality and the encryption.
In the Salesforce tab you define the data protection policy for your Salesforce org. Furthermore, you can import and export policy details to a local CSV file, which allows for transferring policies between eperi sEcure Platforms, and for backup purposes.
Learn how to configure and schedule a background indexing task of your Salesforce data in the eperi sEcure Platform.
Enable and configure On-Demand Email-to-Case in your Salesforce org.
Configure a support queue for cases.
Customize the support settings.
Add the Email button to the case page layout so you can reply per email when viewing a case.
Disable Email Tracking as it is currently not supported by the eperi sEcure Platform for outgoing Salesforce emails.
Please note the following setup steps in your installation of eperi sEcure Platform.
To test the configuration and the Email-to-Case functionality, we suggest to perform the following steps.
In addition to the standard features, the eperi sEcure Salesforce offers additional features, for example, using the Salesforce mobile apps or custom report types. Learn how to set up and use these additional features of the eperi sEcure Salesforce.
The following apps are related to Salesforce and provide specific functionality for your Salesforce org.
Here you will find information about which variables, operators and functions in validation rules the eperi sEcure Platform currently supports.
Learn more about the default token profiles available in the eperi sEcure Platform.
Learn how to call the Salesforce Bulk API using the eperi sEcure Platform.
This section describes various troubleshooting scenarios. It contains information about how to identify or resolve specific issues.
Contact eperi support if you need help with your eperi Cloud Data Protection solution.
