Salesforce plugin is used to integrate Jive Forums with Salesforce.com. This document will guide you through installing and configuring the Salesforce plugin.

In order to install the plugin, please obtain the plugin installation files from Jive Software. The installation package should contain:

Installation Overview

To complete the installation of Salesforce plugin, you'll need to perform each of the following steps:

  1. Install the plugin.
  2. Enter Salesforce credentials.
  3. Activate forums for integration.
  4. Activate groups for integration.
  5. Configure user credentials.

Install the Plugin

Copy the salesforce.jar file to the Jive Forums plugins directory. The plugins directory is located directly beneath the jiveHome directory. For example:

jive/ 
|- database/
|- documentation/
|- jiveHome/
|- plugins

Jive Forums will automatically detect the Salesforce plugin and load it. You don't need to restart Jive Forums.

Enter Salesforce Credentials

You'll need to enter Salesforce credentials in order to connect via the plugin.

  1. Log in to the Jive Forums Admin Console.
  2. Admin Console login screen

  3. Click on the Expert Features link.
  4. Expert Features Link

    Clicking on the link should bring you to the Expert Features page, which should have a Salesforce.com Integration link on the left side bar.

    Expert Features Page with Salesforce link

  5. Click Salesforce.com Integration, which will take you the Salesforce Login page.
  6. Salesforce Login page

  7. Click the Edit button, enter Salesforce.com credentials here and press save.

Activate Forums

You'll need to individually activate each forum that needs to be integrated with Salesforce. Use the following steps for each.

  1. Click the Content link in the Admin Console, then click the forum that you want to integrate with Salesforce.
  2. Content Link

  3. Click Activate Now! to integrate the forum with Salesforce.
  4. Content Link

Activate Groups

You'll need to individually activate each group that needs to be integrated with Salesforce. Use the following steps for each.

  1. Click Users/Groups link in the Admin Console, then click the group that you want to integrate with Salesforce.
  2. User/Group Link

  3. Click Activate Now! to integrate the group with Salesforce.
  4. Group Link

Configure Users

You can configure each user to use a different set of credentials for integration with Salesforce.

  1. Click Users/Groups link in the Admin Console, then click on the User that you want to provide credentials for.
  2. User/Group Link

  3. Click Edit Credentials.
  4. User Link

  5. Enter the Salesforce.com credentials here and click save.
  6. User Credentials