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Installation of LinguistNow Response within Salesforce

This article is intended for Salesforce administrators responsible for installing and configuring the LinguistNow Response add-in for automated case translation.

  1. Contact LinguistNow Support at linguistnow_support@languageio.com to get your info entered into our database. You will be sent your LinguistNow Consumer ID and your available translation types. These will be used later in the process. Language I/O will need the username, password, and security token of an account with permissions able to modify Cases and objects used by cases such as case comments and email drafts. This user will definitely need API access at all times for translations to be pushed in, but regular login access can be blocked in high security environments.
  2. Install the package from the latest URL below depending on whether you are using a Sandbox or Production org. Begin by logging into the instance of Salesforce you wish to use. Visit the install link in the same browser and select "Install for all users".
  3. If you don't have your own predefined case locale for cases, add a custom locale field to Case by going to Setup > Customize > Cases > Fields. Name this field "locale" or something of your choosing. This will be the field used for locale setting by defined workflow or language auto-detection.
  4. For html forms to create cases in a test env: Enable Case Feed by going to Customize > Self Service > Web-To-Case and enabling it.
  5. Navigate to Setup > Develop > Custom Settings > LinguistNowSettingsPublic. Click "[Manage]". An example of this page can be seen below. Set LinguistNowConsumerId to the ID received in step 1. Set the three HumanOrMachine fields also received in step 1. For LinguistNowURL, use "https://golinguist.com/linguistnow/resources/". Set LinguistNowEmailTextOrHtml to "html" if you would like full html sent or "text" if you would plaintext. Set LinguistNowLocaleFieldName to the value chosen in  step 3 with "__c" appended to the end. 
  6. Screen_Shot_2017-11-06_at_2.57.31_PM.png
  7. Ensure the LinguistNow server is added to the safe servers list in Setup > Administer > Security Controls > Remote Site Settings. Add "https://golinguist.com" to remote sites.
  8. Add the email draft control to the page by going to Setup > Build > Customize > Cases > Page Layouts > Edit feed view layout. Then adding a visual force page of "Linguistnow_TranslateDraftPlugin" set to 250px and move into a column.Screen_Shot_2017-11-06_at_3.27.56_PM.png
  9. For Description/comment component: Edit detail view layout > Add new section and component inside that section. Add the LinguistNow_CaseTranslatePlugin. Click the wrench icon on new plugin and check the box for "Show scrollbars". Set the height to 200px and click OK.
  10. Screen_Shot_2017-11-06_at_3.25.24_PM.png
  11. If email drafts are not enabled on the site: Enable email drafts in the case feed by navigating to Setup and entering "Support Settings" in the Quick Find box. Select Support Settings and click Edit. Select Enable Email Drafts and click Save.
  12.  User permissions for the API user LinguistNow uses to connect must have permissions to access the following:  All objects installed with LinguistNow, Account, Case, CaseComment, EmailMessage,Name, OpenActivity, Task. Also Email to Case for some features.

Screenshot of permissions required:

Screen_Shot_2017-11-14_at_4.05.13_PM.png

Screen_Shot_2017-11-14_at_4.05.36_PM.png 

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