βš™οΈApplication Settings

System Information

Main system information about Flexi Kanban application can be found at the Settings tab -> System Information subtab:

Drawing

Basic Settings

Go to the Settings tab -> Basic Settings subtab.

Drawing

  • Date Format - date format which will be used in Flexi KanBan

  • Date Time Format - date/time format which will be used in Flexi KanBan

  • Business Hours - select "Business hours" record that will be used for the date calculations that should consider weekends, holidays and workday durations. If business hours was not added to the Company Settings all dates within Flexi Kanban environment will be calculated using 24/7 schedule.

  • Error Messages Recipient - the email address, that will receive the error messages from the background operations.

  • Email Delivery Contact - this is needed for the "Send Email" action when you want to use a standard Salesforce email template.

  • The reason for this is that in order to send an email from Apex code using a Salesforce email template and you want to pass a record as context to that template - you must send an email to a Contact (standard Salesforce object). That's why you need to specify the helper Contact on the Flexi KanBan Settings page.

  • Create a dummy Contact record with an email like "[email protected]" to use for Email Delivery Contact.

  • Whenever Flexi Kanban sends an email using a Salesforce email template, that email is sent to a Contact specified on the Setting page (which allows us to pass a flow context record to a template). The real email addresses to whom you want to send the emails are provided in a separate apex method. I.e. if you want to send an email alert to "[email protected]" then in the end it will be sent to two addresses "[email protected]; [email protected]".

Object Settings

In order to use Salesforce objects in Flexi KanBan you need to add them to Allowed objects:

  • Go to the Settings tab -> Object Settings

  • Select objects you need and move to Allowed objects.

Drawing

Integration Settings

This allows to specify Amazon S3 Web Service integration settings: Name, Keys and Region.

Drawing

How to Setup CSP Trusted Sites

For CSP you will need 3 URLs - the base Lightning URL, the base Salesforce Classic URL, and the base Salesforce Classic Flexi Kanban App URL.

  • Go to the Flexi Kanban App in Salesforce Classic, click on the Forms tab, open any form and copy the base URL (highlight below):

Drawing

  • Go to the Home page in Salesforce Classic and copy the base URL (highlighted below):

  • Switch to the Lightning Experience and copy the base URL (highlighted below):

  • Navigate to CSP Trusted Sites. In Setup, click on CSP Trusted Sites:

  • Add 3 new CSP trusted sites, and paste in the URLs from above. The Site names can be "Lightning", "Classic", and "WorkRelay" or similar:

Setup CORS

  • In Setup, click on CORS:

  • Click New and add the following 2 URLs:

Clickjack Protection and Trusted Domains for Inline Frames

If you have Clickjack Protection turned on for customer Visualforce pages, you have to add the SF lightning domain to the Trusted Domains list on the Session Setting page:

Last updated