by Derek Lu
1 April 2015
User level: All
Required Adobe products (retail)
Additional required other products (third-party/labs/open source)
Note: If you have questions about this article, use the DPS forum. Please don’t contact technical support with questions about Adobe Developer Connection articles.
DPS is well suited as a rich content tool for sales enablement. A mobile salesperson can present engaging and modern DPS content from their device in either a 1-on-1 or group setting. Integrating your DPS sales enablement app with a CRM system can take this to another level by recording DPS content analytics and posting these metrics to the CRM system, associating the content activity with specific customer records. Then, a salesperson or someone on the extended sales team can see what content was shown to a specific customer. Also, a sales or marketing manager can view CRM dashboards to see exactly what content sales people are leveraging, and even which content leads to the most closed revenue.
This article will show you how to create a sample DPS app that integrates with Salesforce.com and allows a user to record their folio activity to Account and Opportunity records.
Before proceeding, verify that you have read Salesforce.com DPS Presentation Tracking Plugin.
The initial view. The user is logged out of entitlement and Salesforce.com. Entitlement will allow a user to only see folios they are entitled to. Salesforce.com will allow a user to upload their folio events to Salesforce.com
The view after a user has logged into entitlement and Salesforce.com. To begin recording, a user taps the Start Recording button.
The view after a user has navigated through a folio and returns to the custom tab. This view shows that there is one active/pending recording. A user can tap Stop Recording to submit their folio events
After the user taps Stop Recording a dialog appears verifying that 11 records were submitted to Salesforce.com.The edit view for the Sales Enablement with Tabs template.
The steps to build the viewer are:
- Create template from the DPS Configurator.
- Setup entitlement for internal users. (Optional)
- Create the viewer in App Builder.
This example uses a custom tab template which is available for you to configure using the DPS Configurator. The custom tab in this example that includes Salesforce.com integration is “Sales Enablement with Tabs.” Alternatively you can use “iPad Combined Library and Store w/SFDC.”
To edit the Sales Enablement with Tabs template, select it and click Next. If you’d like to view your own folios in the configurator, enter your DPS Adobe ID that you use for Folio Producer and then click next. This is not required and is only used in the configurator to display folios.
The edit view for the Sales Enablement with Tabs template.
The edit view will allow you to update the UI with your own colors, fonts and images. In order to enable SFDC integration, select the Yes radio button for SFDC Enabled. You must enter valid values for Client ID and URL Scheme. The client ID can be found in your Salesforce.com connected app settings and is labeled as the consumer key. The URL scheme must match the URL scheme you entered in the first screen of App Builder and in your Salesforce.com connected app settings. For additional details on how to retrieve these values, see this article.
Once you are done modifying the template, click Download ZIP.
If you will not be using entitlement for your viewer, you can skip this section. Entitlement will allow you to permit specific users to your folios.
If you do not have an entitlement server setup, you can use the one Adobe has created for POCs and demos at http://dpsapps.adobe.com/entitlement_admin. For instructions on how to use it, see this article.
From the entitlement admin, copy the Service URL, https://dpsapps.adobe.com/entitlement_admin/services/index.php, and Integrator ID, dps_entitlement_poc, you will need these for the next step.
App Builder is used to create your DPS viewer. For instructions on using App Builder view the help. For this example, create a Multi Folio with Entitlement viewer. In the entitlement section, use the Service URL and Integrator ID from above. The Service URL and Service auth URL will use the same value.
Entitlement Details in App Builder
In the Navigation Toolbar screen, add the zip file that you had downloaded. If you’d like to replace the default library, click Use custom app library and navigate to your zip file.
Once you have downloaded your IPA from App Builder, install it on your device for testing.
If you tap the connect icon and get the following error message:
verify that you have entered your URLScheme correctly in your Salesforce.com account and in the configurator.
If the Start Recording button is disabled, make sure you start your presentation from Salesforce1 and then connect from your viewer.
If a folio is missing for an entitled user, go back to the admin and verify that the user is entitled to the folio. If the user is entitled, make sure the folio has a filter value, otherwise it won’t display in a tab.
This article walked you through how to create a viewer that integrates with Salesforce.com.
For more information on creating apps, check out Creating Proof of Concept Apps for DPS.
For information on installing the entitlement server mentioned above, see How to install the DPS Entitlement Server.
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