Admin Guide: Upgrade and register MultiLine for Salesforce

This provides instructions to MultiLine for Salesforce administrators who need to upgrade MultiLine for Salesforce.

Step 1: Upgrade MultiLine for Salesforce

1. Select MultiLine for Salesforce from AppExchange
2. Click Get Now and log in with your Salesforce credentials
3. Click Install in Production.
4. Enter all required fields, accept Terms and Conditions and click Confirm and Install
5. Click on Install for All Users then click Upgrade
   
6. After the upgrade, the latest version of the MultiLine for Salesforce application will be listed in Installed Packages.
7. Go to Setup > Named Credentials and delete the entry for the MultiLine for Salesforce application under Named Credentials.
   • Note: This will be whatever it was labeled when created.

Step 2: Start Registering MultiLine 

1. Open App Launcher and open MultiLine Registration.
2. Select MultiLine site under Configure Site and click Configure
   
3. Click Register Webhooks tab and enter the information in the fields below:
   
   1. Click on Add New Server button
   2. Enter Endpoint Name
   3. Enter Endpoint URL
      • Note: the Endpoint URL is included in an email that you received with the API user credentials
      • Example:https://[MultiLine admin portal URL]:8021 
        • Note: add port 8021 to MultiLine management portal URL
   4. Enter Username/ Password credentials in the email that you received with the API user credentials
4. Click Configure

Step 3: Generate the Certificate

1. To generate the key and certificate run the following OpenSSL command in any Linux server:

   openssl req -newkey rsa:2048 -nodes -keyout key.pem -x509 -days 365 -out certificate.pem 

2. This creates certificate.pem and key.pem files you'll need for the next steps

Step 4: Create Connected App

1. Go to Setup > App Manager and click New Connected App
2. Enter Name: Movius_ConnectedApp and fill in the Contact Email field
3. Click Save
4. Go to App Manager > Select Movius_ConnectedApp > Edit
5. Check  Enable OAuth Settings
6. Check Enable for Device Flow
7. Check Use digital signatures and upload the certificate.pem file we created earlier
8. Move the following OAuth Scopes to Available
   1. Access and manage your data(api)
   2. Perform requests on your behalf at any time (refresh_token_offline_access)
9. Select the checkbox for Require secret for Web Server Flow
10. Click Save
11. Click Continue

Step 5: Manage Connected App

1. Click Manage
2. Click Edit Policies
3. From the Permitted Users dropdown, select Admin approved users are pre-authorized
4. Click Save
5. Click Manage Profiles
6. Select System Administrator
7. Click Save

Step 6: Create Integration Profile

1. Create a profile for Movius Integration User
2. Clone with System Admin
3. Click Save
4. Click Edit
5. Select Movius_ConnectedApp created earlier
6. Under Administrative Permissions, select Apex REST Services
7. Select API enabled
8. Under Standard Object Permissions, give read access to below:
   • Account
   • Contact
   • Opportunities Objects
9. Under Custom Object Permissions section, give create, read and edit access to below Custom Objects:
   • MultiLine Log
   • MultiLine Configuration
   • MultiLine Messages
10. Click Save

Step 7: Create Integration User

1. Create new user as Movius Integration User
2. Enter Profile as Movius Integration User 
3. Complete the rest of the mandatory fields

Step 8: Create Static Resources

1. Go to Setup > Static Resources and click New
2. Complete Name and Description fields
3. Upload the key.pem file created earlier
4. Set Cache Control to Public

Step 9: Configure Integration User

1. Open App Launcher and open MultiLine Registration
2. Click on Integration User Configuration
3. Static Resource Name: copy+paste the name created earlier
4. Consumer Key: copy+paste key from Connected App created earlier
5. Consumer Secret: Copy+paste secret from Connected App created earlier
6. Integration Username: Use the integration user created earlier

Step 10: Reconfigure Users

1. For all users, clear MultiLine and MultiLine Registration Date fields inside User Settings and click Save
2. Change the User Profile to one without MML Permissions or remove the MML Permissions from user’s Assignment