Xetfer Installation Guide

Welcome to the Xetfer Setup Guide! Here, you’ll find step-by-step instructions to configure Xetfer for seamless integration with your Salesforce environment. Whether you’re installing, managing licenses, or optimizing settings, this guide will help you get started quickly, efficiently and obtain a free trial license.

Install Xetfer package

Get Xetfer by installing the package on your Salesforce Org (all editions are supported):

Installation link:

/packaging/installPackage.apexp?p0=04tfK000000ARerQAG

We are in the process of publishing Xetfer on AppExchange.

Post-installation steps

A user with a System Administrator profile has to configure the following settings:

Create Connected App

Open Setup → Apps → External Client Apps → Settings
Next to the Allow creation of connected apps setting turn the toggle switch on
Click the Enable button in the newly appeared pop-up window
Press New Connected App

Fill in the required fields:

• Connected App Name;
• API Name;
• Contact Email;
• Check Enable OAuth Settings.

Callback URL

https://your_domain/apex/xetfer__AccessTokenPage

How to find your_domain?

Example of the Callback URL:
https://xetfer-dev.ed.develop.my.salesforce.com/apex/xetfer__AccessTokenPage

• In the Selected OAuth Scopes choose:
  • Manage user data via APIs (api)
  • Manage user data via Web browsers (web)
  • Perform requests at any time (refresh_token, offline_access)

Uncheck any other checkboxes selected by default

Press Save

Click View on created Connected App

Click Manage Consumer Details

You can see Consumer Key and Consumer Secret. It will be used in the next steps. Copy it.

Set Trust IP

1. Open Setup → Security → Network Access.
2. Press New button.
3. Set Start IP Address and End IP Address to 35.88.169.83
4. Press Save button.

Set Remote Site Settings

1. Open Setup → Security → Remote Site Settings.
2. Press New Remote Site.
3. Set Remote Site Name field to (Example: Xetfer).
4. Set Remote Site URL field to https://cloud.xetfer.com
5. Make sure that Active checkbox is checked ☑️
6. Press Save button.

Set Trusted URL

1. Open Setup → Security → Trusted URLs.
2. Press New Trusted URL.
3. Set the API Name field to (Example: Xetfer).
4. Set the URL field to https://cloud.xetfer.com
5. Check CSP Context to «Lightning Experience Pages»
6. Check CSP Directives «content-src (scripts)» ☑️
7. Press Save button.

Set the Permission Set to the User with the System Administrator Profile for the Registration Page

1. Open Setup → Users → Permission Sets.
2. Choose Xetfer Registration User Access.
3. Press Manage Assignments button.
4. Press Add Assignments button.
5. Check the user.
6. Press Assign button.
7. Press Done button.

Set the Permission Sets to the other Users for the Access to the Application Depending on Your Needs

Full Access, Access to All Xetfer Records (Connections, Templates, Jobs, Files, Runs, allow to edit Settings):

1. Open Setup → Users → Permission Sets.
2. Choose Xetfer Admin Access.
3. Press Manage Assignments button.
4. Press Add Assignments button.
5. Check the user.
6. Press Assign button.
7. Press Done button.

Restricted Access, Access to Only Own Records (Connections, Templates, Jobs, Files, Runs):

1. Open Setup → Users → Permission Sets.
2. Choose Xetfer User Access.
3. Press Manage Assignments button.
4. Press Add Assignments button.
5. Check the user.
6. Press Assign button.
7. Press Done button.

Pass Registration

1. Open App Launcher → Find and open Xetfer Registration page. 
   
2. Click Endpoint Settings button.
3. Input your data to the form:
   • Set Middleware URL field to https://cloud.xetfer.com
   • Set Consumer Key value copied on the previous steps.
   • Set Consumer Secret value copied on the previous steps.

4. Press Save button.
5. After the configuring endpoint settings, click Register User button.

Pop-up Instructions

• Should appear a pop up!
• If your browser blocks it, then allow popups.
• Input your current org credentials (where the Xetfer package has been installed) to the form → Press Allow button.

Verification:

• You should see the message «Successful authorization» ?
• Setup is complete.

Note

• Additionally, please, do not use xetfer__AppData in Title field for ContentDocument sObject. This name is used by the Xetfer, and these files will be deleted after deregistration on the «Registration Page».

Free Licence

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