※This is a setting manual page for MakeLeaps for Salesforce (ML4SF) .

0. Contents

ML4SF (MakeLeaps for Salesforce ) Setting Manual

※This process is only required for the first time (Click here to add new user)

Logout from current MakeLeaps account
(To use this feature, you will be required to create new MakeLeaps account. Please contact support@makeleaps.com for issues concerning transfer of data and mail points)

Download MakeLeaps from our AppExchange listing.
The Package Installation Details page displays all package components. Click Continue.
Click Yes, grant access to these third-party web sites box and click continue.
Click Next to approve all permissions on the first step of the Package Installer.
On the second step, choose Grant access to all users and click Next.
On the third step, click Install.

Confirm that “MakeLeaps” show up in the Installed Package (インストール済みパッケージ) list

From Setup, select Manage Apps and click Connected Apps.
Select MakeLeaps and click Edit.
Under OAuth Policies, change Permitted Users to Admin approved users are pre-authorized
Click Save.

Navigate to the Setup page.
Under Administration Setup, click the arrow next to Manage Users, and select Permission Sets.
Find MakeLeaps User in the list and click Clone.（※権限セットを追加できない場合）(写真)
Modify the name of the new Permission Set Label to MakeLeaps User2 (Optional) and click Save. (写真)
From the list, click MakeLeaps User2 (created in step 4).
Click Assigned Apps.
Click Edit
Move MakeLeaps.MakeLeaps to Enabled Apps and click Save.
Under Assigned Apps, click Assigned Connected Apps; click Edit; move MakeLeaps to Enabled Apps; and then click Save.

Navigate to the Setup page.

Under Administration Setup, click the arrow next to Manage Users, and select Permission Sets.
Click the MakeLeaps User2 (created in Edit Permission).
Click Manage Assignments(写真)
Select MakeLeaps Users (写真)
Click Add Assignments

Navigate to the Setup page.
Under App Setup, click the arrow next to Customize, click the arrow next to Accounts, and select Page Layouts.
Click Edit for Account Layout. (写真)
In the Account Layout panel, click and drag the Sync with MakeLeaps option in the Account Details section. (写真)
In the Account Layout panel, click VisualForce Pages and drag the Account Documents option into the Account Details section. (写真)
Click Save in the Account Layout panel.

Navigate to the Setup page.
Under App Setup, click the arrow next to Customize, click the arrow next to Accounts, and select Search Layouts.
Click Edit for Account List View.
In the Custom Buttons section, move Sync with MakeLeaps from Available Buttons to Selected Buttons
Click Save

Navigate to the Setup page.
Under App Setup, click the arrow next to Customize, click the arrow next to Contacts, and select Page Layouts.
Click Edit for Contact Layout.
In the Contact Layout panel, click VisualForce Pages and drag the Contact Documents option into the Contact Details section.
Click Save in the Contact Layout panel.

Navigate to the Setup page.
Under App Setup, click the arrow next to Customize, click the arrow next to Opportunities, and select Page Layouts.
Click Edit for Opportunity Layout.（写真）
In the Opportunity Layout panel, click VisualForce Pages and drag Section into the Opportunity Details section. Then change the section name to MakeLeaps and click OK. （写真）
In the Opportunity Layout panel, click VisualForce Pages and drag the Opportunity Documents into the MakeLeaps section (created in Step 4).
Click Save in the Opportunity Layout panel.