Max Setup on Salesforce

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

Installing Max in Salesforce

1. Download Max Implementation Package.zip from the link you received from your Conga contact and save it to your local machine.
2. Log in to your Salesforce org. Go to Setup → Custom Labels.

3. Click the New Custom Label button. Create the following custom labels: 
   

   Short Description	Value	Name
   Store platform name	SFDC	APTS_Domain
   Header key to be send in HTTP request	Content-Type	APTS_HTTP_Header_Key
   Header value to be send in HTTP request	application/json	APTS_HTTP_Header_Value
   Method which is used to send HTTP request	POST	APTS_HTTP_Method
   Named Credentials details	callout:APTS_MAX_Connection	APTS_MAX_End_Point
   Maximum time limit for HTTP request	120000	APTS_Max_Time
   Quantity discount based Rule type	Quantity Discount Based	APTS_QuantityDiscountBased
   Supported Currencies	Supported Currencies	APTS_Supported_Currencies

4. Create another custom label using the value provided by the Max Admin Console:

   Short Description	Value	Name
   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_Connection	APTS_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 "APTS_UserDetails".
   2. From your downloaded files, open the APTS_UserDetails.cls class file in Notepad. Copy and paste the class file content into the New Apex Class window and click Save.
   3. Go to File → New → Apex Class and name it "APTS_getUserDetails".
   4. From your downloaded files, open the APTS_getUserDetails.cls class file in Notepad. Copy and paste the class file content into the New Apex Class window and click Save.
   5. Go to File → New → Apex Class and name it "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 into the New Apex Class window and click Save.
   7. Go to File → New → Apex Class and name it "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 use specific Max features. Follow steps a and b for all required classes. 

      Class Name	Feature
      APTSMD_PresentProposal.cls	Send Proposal
      APTSMD_PresentProposalTest.cls
      APTSMD_API_CLM_GenerateDocumentAgreement.cls	Create 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 "APTS_Max_LT".
   11. From your downloaded files, open the APTS_Max_LT.page file in Notepad. Copy and paste the file content from the new Visualforce Page window and click Save.
   12. Go to File → New → Visualforce Page and name it "APTS_Max".
   13. From your downloaded files, open the APTS_Max.page file in Notepad. Copy and paste the file content from the new Visualforce Page window and click Save.
   14. Click File → New → Lightning Component and name it "APTS_Max".
   15. Click the Component button to the right. 
   16. From your downloaded files, open APTS_Max.cmp 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 the Sales app. 
11. Go to Utility Items, click Add Utility Item and select APTS_Max from the custom tab. 
12. Select an icon and enter the name, height, and width. Click Save. 
13. Go to the home page and open the 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.