You can setup and embed Max in Salesforce Classic, Lightning and the Salesforce Mobile app. 

Installing Max in Salesforce

  1. Download the zip file named “Max Implementation Package.zip” from the link you received from your Conga contact and save it to your local machine.
  2. Login to your Salesforce Org. Go to Setup → Custom Labels.
  3. Click the New Custom Label button. Create the following custom labels: 

    Short DescriptionValueName
    Store platform nameSFDCAPTS_Domain
    Header key to be send in HTTP requestContent-TypeAPTS_HTTP_Header_Key
    Header value to be send in HTTP requestapplication/json APTS_HTTP_Header_Value
    Method which is used to send HTTP requestPOST APTS_HTTP_Method
    Named Credentials details  callout:APTS_MAX_ConnectionAPTS_MAX_End_Point
    Maximum time limit for HTTP request120000APTS_Max_Time
    Quantity discount based Rule type Quantity Discount BasedAPTS_QuantityDiscountBased
    Supported CurrenciesSupported CurrenciesAPTS_Supported_Currencies
  4. Create one more custom label as follows using the value provided by the Max Admin Console:

    Short DescriptionValueName
    MAX Bot chat URL <Value displayed by Max Admin Console>APTS_Max
  5. Navigate to Setup → Named Credentials. 
  6. Click New Named Credential button to create a name named credentials as follows:

    Label

    Name

    URL

    APTS_MAX_ConnectionAPTS_MAX_Connection<Value provided by Max Admin Console> 
  7. Open your Salesforce Developer Console. Perform the following steps to create the apex classes, visualforce pages, and components required for Max. 
    1. Go to File → New → Apex Class and name it as 'APTS_UserDetails'.
    2. From your downloaded files, open the 'APTS_UserDetails.cls’ class file in notepad. Copy and paste the class file content in the New Apxcex Class window and click Save.
    3. Go to File → New → Apex Class and name it as APTS_getUserDetails’.
    4. From your downloaded files, open the ‘APTS_getUserDetails.cls’ class file in notepad. Copy and paste the class file content in the New Apex Class window and click Save.
    5. Go to File → New → Apex Class and name it as  ‘APTSMD_API_CommonUtils.cls’.
    6. From your downloaded files, open the ‘APTSMD_API_CommonUtils.cls’ class file in notepad. Copy and paste the class file content in the New Apex Class window and click Save.
    7. Go to File → New → Apex Class and name it as  ‘APTSMD_getProperties.cls’.
    8. From your downloaded files, open the ‘APTSMD_getProperties.cls’ class file in notepad. Copy and paste the class file content in the New Apex Class window and click Save.
    9. The following classes are required to leverage specific Max features. Follow steps a and b for all the required classes. 

      Class NameFeature

      APTSMD_PresentProposal.cls

      Send Proposal
      APTSMD_PresentProposalTest.cls
      APTSMD_API_CLM_GenerateDocumentAgreement.clsCreate NDA
      APTSMD_ComplyCustomAPI.cls
      APTSMD_SendAgmtForDocuSign.cls
      APTSMD_SendToDocuSignHandler.cls
      APTSMD_SendAgmtForEchoSign.cls
      APTSMD_SendToEchoSignHandler.cls
      APTSMD_SendForReview.cls
    10. Go to File → New → Visualforce Page and name it as  ‘APTS_Max_LT’.
    11. From your downloaded files, open the ‘APTS_Max_LT.page’ file in notepad. Copy and paste the file content in the New Visualforce page window and click Save.
    12. Go to File → New → Visualforce Page and name it as  ‘APTS_Max’.
    13. From your downloaded files, open the ‘APTS_Max.page’ file in notepad. Copy and paste the file content in the New Visualforce page window and click Save.
    14. Click File → New → Lightning Component and name it as  ‘APTS_Max’.
    15. Click the Component button available on the right-hand side. 
    16. From your downloaded files, open the ‘APTS_Max.cmp file in notepad. Copy and paste the file content in the New Component window and click Save.
  8. Switch to Salesforce Lightning.
  9. Go to Setup → App Manager. 
  10. Click Edit next to Sales app. 
  11. Go to Utility Items, click Add Utility Item and Select APTS_Max from custom tab. 
  12. Select an Icon and enter Name, Height, and Width. Click Save. 
  13. Go to Home page and open Sales app.

Max is deployed in Salesforce Classic. It is now available as a utility bar at the bottom of the screen in your Salesforce UI.