ept AI inside Salesforce

Show the ept AI room of an account, contact, or opportunity on its Salesforce record page. Users work in the room and do not leave Salesforce. They do not sign in to ept AI again.

Back to Salesforce (admins)

Before you start

• Connect the same Salesforce org to ept AI. Refer to Salesforce (admins). ept AI then makes the rooms from your Salesforce records. A sandbox needs its own connection.
• Use Lightning Experience. Salesforce Classic is not supported.
• Each user must have an ept AI user in your account. The email address must be the same as in Salesforce.

Step 1: Install the package

1. Sign in to Salesforce as an admin.
2. Open the Canvas package link that the ept AI team sends you. For a sandbox, change login.salesforce.com in the link to test.salesforce.com.
3. Select Install for Admins Only.
4. Click Install.
5. If Salesforce asks to approve third-party access, select the check box and click Continue.

The package shows in Setup > Installed Packages. The Ept Canvas app shows in Setup > External Client App Manager.

The package does not add ept AI to a page. It also does not change the access of users.

Step 2: Give users access

1. In Setup, open External Client App Manager.
2. Open Ept Canvas and edit the policies.
3. Set App Authorization to Admin approved users are pre-authorized.
4. Create a permission set, for example ept AI Canvas Access.
5. In the permission set, open External Client App Access and select Ept_Canvas.
6. Assign the permission set to the users.
7. Tell the users to sign out of Salesforce and sign in again.

Step 3: Add the room to a record page

1. Open an account, contact, or opportunity record.
2. Click the gear icon, then click Edit Page. Lightning App Builder opens.
3. In the Components panel, find the ept AI room component under Custom - Managed. The package adds this component.
4. Drag the component to a wide area of the page. The component is 800 pixels high.
5. Click Save.
6. Click Activation and assign the page to the org, apps, or profiles.
7. Do these steps again for each object.

What users see

Situation	Users see
A room is linked to the record and the user has access	The room. Links out of the room open in a new browser tab.
The opportunity is part of a larger deal	The room of the larger deal
No room is linked to the record	A message that no room is linked to the record yet
The org is not connected to ept AI	"This Salesforce org is not connected to ept AI."
The user has no ept AI user with the same email address	"Invalid access"
The user does not have the permission set	A Salesforce message: "You don't have permissions to view application [Ept_Canvas]"

How sign-in works

1. Salesforce sends a signed request to ept AI when the page opens.
2. ept AI checks the signature, the org, and the user.
3. ept AI opens the room for that user. The user does not sign in again.

The request contains the user name, email address, org, and record ID. Salesforce does not send record data in this request. In the record page, the user can open only that room.

Limits

• Account, contact, and opportunity pages are supported.
• ept AI does not make an ept AI user for a new Salesforce user. Add the user in ept AI first. Refer to Users.

Troubleshooting

Problem	Cause	What to do
"This Salesforce org is not connected to ept AI."	ept AI has no connection for this org. Sandboxes and production are different orgs.	Connect the org. Refer to Salesforce (admins).
"Invalid access"	The email address of the Salesforce user is not on an ept AI user, or it is on two ept AI users.	Make the email address the same in both systems.
"You don't have permissions to view application [Ept_Canvas]"	The user does not have the permission set.	Do Step 2 for the user.
The component is not in Lightning App Builder	The package is not installed in this org.	Do Step 1.

Related

• Salesforce (admins)
• Salesforce permissions in ept AI
• Deal Rooms