Uploading a questionnaire from Salesforce, Managed Package button

Overview

If you would like to be able to upload questionnaires into Conveyor directly from Salesforce, you can do that with the Conveyor Managed Package and some configuration in your Salesforce instance. In this example, we'll be adding the button to the Account page, but the managed package also allows easy setup to the Opportunity page, if you wish.

Add a new button to Account Layout

1. Within "Setup", in the left panel's quick search input, type "object manager" and click on "Object Manager" under "Objects and Fields"

2. Find the label "Account" and click into it

3. In the menu on the left, click "Page Layouts"
4. On the right, click the layout you want to change. In our example, we will change "Account Layout"

5. In the top, find and click the section "Mobile & Lightning Actions" section. You should see "Upload Questionnaire" as one of the buttons.
6. Drag the "Upload Questionnaire" button down to the section "Salesforce Mobile and Lightning Experience Actions" section. Move it to the location where you'd like to see it. In our example below, we moved it to the first position.

7. Click "Save" back at the top
8. Note that this is a place where you can manage permissions on who can see this button - see our Permissions section here for more

You're done!

That's it! Now, when you go to a Salesforce contact's page, you should see the Quick Action button there:

Clicking on it shows a modal:

Filling in the fields and clicking "Upload" sends the questionnaire , which you can see in your Conveyor instance, under "Questionnaires".

Permissions

You should only show this button to the users in Salesforce that you want to have the capability of inviting people into your Portal. In addition, each of these users needs to have logged in to Conveyor at least once before using this button so we have a record of that user.

One way to set permissions using Salesforce profiles is to create a new Page Layout from your Opportunities --> Page Layouts page. You can create a profile with the invite button and one without. Then, click "Page Layout Assignment" and you can specify which Salesforce profile sees which layout.