Salesforce/Litify Setup

• Login to Salesforce

• Grant permission to the Attorney Share Salesforce integration

• On the Integrations page, the Salesforce integration will show as connected

Configuring the Attorney Share Salesforce integration in Salesforce

Assigning the Attorney Share and Salesforce permission set

• Navigate to Setup → Permission Sets and select Attorney Share and Salesforce.

• Select Managed Assignments.

  • Assign all users who need to be able to make use of the integration.

Configuring the Attorney Share Settings

• Navigate to Setup → Custom Metadata Types and select Attorney Share Settings.

• Scroll to the bottom of the page and select Edit on the page layout

• Check if you have a Document Provider Setting section, and if not, create one in the page. Drag the Document Provider field into this section. If you are installing and configuring the package for the first time at V1.13, the page layout should not need adjusting. Save the layout.

• Back at the top of the Attorney Share Settings page, click Manage Attorney Share Settings.

• If you don’t have any records created, create a new record and call it Default. If you already have this record, click in and edit it. Ensure the Attorney Share Environment field is set to Production. Update the Document Provider field with the value Docrio in order to access your Docrio files.

Sending your Referrals to Attorney Share

Determine the object that you use for referrals and link the Attorney Share Referral object to it

• Navigate to Setup → Object Manager → Attorney Share Referral → Fields & Relationships and create a new field.

• Select Lookup Relationship

• Select the object that you use for referrals.

• Proceed with naming the field and set the permissions to Read-Only.

Modify and Activate the Attorney Share Referral record page

• Navigate to Setup → Object Manager → Attorney Share Referral. 

• Open the Lightning Record Pages tab and select the Attorney Share Referral Record Page.

• Hit Clone

• Rename the page. 

• In the Component Palette on the left, select Fields, then type in the name of the field you just created and drag it into the page. 

OPTIONAL: You may choose to remove the Send To Attorney Share button in the highlights pane at the top of the page. This is recommended if you are already leveraging your own custom referral object as we are about to build automation to send your referrals to Attorney Share directly from those pages. If the Attorney Share Referral will serve as your only referral object, then keep this button!

• Click Save and then activate the page. 

• Select Assign as Org Default

 

Create automation to send referrals from your own referral object to Attorney Share

• Navigate to Setup → Flows → New Flow → Use a Template

• Select Send Referral To Attorney Share From Custom Object Template

• Create a new resource of type Variable with the name recordId.

  • Make its Data Type of type Record and then select the object you use for referrals.

  • Select the Available for Input checkbox.

  • This name will ensure that when the flow is launched via an action that the record the flow is launched from will populate this variable automatically.

• Open the element titled Map Form Values and map any fields from your custom referral object to the form fields available.

  • In the example below we map the lead first and last names to the custom referral fields for first and last names.

• Open the element titled Assign Attorney Share Referral Values and add one new assignment at the bottom of the list.

  • In the Variable box, select AttorneyShareReferral and search for the new lookup field you created earlier in the setup.

  • In the Operator box, select Equals

  • In the Value box, select recordId > Record Id

• To enhance the flow to make use of Waterfalls through Salesforce, and to add files from Docrio, open the Screen component. In the components list, search for the Attorney Share Waterfall Picker and drag it into the General Case Info section of the layout (if it is not already in the page). Feel free to move other fields around in the layout to suit your needs.

• Provide an API name for the component that makes sense - we will be referencing this component later in the flow so ensure its naming convention is easy to understand. We have selected LWC_WaterfallPicker in this example. You will also need to pass in a reference to the Jurisdiction and Practice Area fields. See mapping in diagram. Note: In previous releases we referred to the Practice Area as Case Type. Click Done when complete. 

• Next, search for the Attorney Share File Selector component (if it is not already in the page) and drag it down into the General Case Info section of the layout. 

• Provide an API name for the component that makes sense - we will be referencing this component later in the flow so ensure its naming convention is easy to understand. We have gone with LWC_FileSelector in this example. You will also need to pass in a reference to your referral’s record id via the expression {!recordId.Id}.

• Open the Assignment element that maps all of the screen components to the Attorney Share Referral record. Remember the names of your components as you will be mapping values out them. Scroll to the bottom and create assignment entries for your waterfall and file selector components.

  • Match AttorneyShareReferral > Waterfall to equal LWC_WaterfallPicker > Waterfall Name

  • Match AttorneyShareReferral > Waterfall GUID to equal LWC_WaterfallPicker > Waterfall GUID

  • Match AttorneyShareReferral > Documents Reference JSON to equal LWC_FileSelector > Selected Files Output (JSON)

• Click the Save button in the top right of the screen.

• Name your flow, and be sure to check in the advanced menu that the Source Template is documented as Send Referral To Attorney Share From Custom Object Template.

  • While this should populate automatically, it doesn’t always and is required to save a new flow created from a template.

• Activate your flow after saving.

• Go to your own referral object in Setup → Object Manager → your-referral-object-name → Buttons, Links and Actions and create a new action called Send To Attorney Share.

• Add this action to your own referral record page

• Add the related list for Attorney Share Referrals to the page

Upgrading the Attorney Share Integration Salesforce Package

Upgrading from Core Package version 1.6.0 to version 1.7.0

Follow these instructions to upgrade your existing Attorney Share Salesforce package from version 1.6.0 to version 1.7.0.

Upgrading to Core Package version 1.15.0

Follow these instructions to upgrade your existing Attorney Share Salesforce package to version 1.15.0