Configure Salesforce for Integration with BeyondTrust Remote Support

 

You must purchase this integration separately from both your BeyondTrust software and your Salesforce solution. For more information, contact BeyondTrust sales.

Unless otherwise noted, all of the steps in this section take place in the Salesforce.com interface. The development and/or test instances of Salesforce.com should be used initially so that the integration can be thoroughly tested before installation in the production instance.

Install BeyondTrust Managed Package

Managed Package Install

  1. Enter the managed package installation URL into the browser, and then click the Continue button.

You can obtain the managed package installation URL from your BeyondTrust technical contact.

  1. Select Install for Admins Only and click the Install button.

     

     

    Managed Package Install

  2. Once you see the Installation Complete message, click the Done button to return to Salesforce.com setup.

 

Install BeyondTrust Unmanaged Package

Unmanaged Package Install

  1. Enter the unmanaged package installation URL into the browser, and then click the Continue button.

You can obtain the unmanaged package installation URL from your BeyondTrust technical contact.

  1. Select Do not install as the option for What if existing component names conflict with ones in this package.
  2. Select Install for Admins Only and click the Install button.

     

     

    Unmanaged Package Install

  3. Once you see the Installation Complete message, click the Done button to return to Salesforce.com setup.

 

Create New Remote Site

Remote Site Settings

  1. In Salesforce.com, click the link labeled Sales in the upper right corner of the screen, and select BeyondTrust Integration.
    1. Under Administer > Security Controls > Remote Site Settings, click the New Remote Site button. Enter the following values:
      1. Remote Site Name: BeyondTrust
      2. Remote Site URL: https://support.example.com (your BeyondTrust Appliance hostname)
    2. Click the Save button.

Set Up Integration Mapping

Integration Mapping

  1. In Salesforce.com, go to Develop > Custom Settings and click the Manage link next to the item labeled Integration Mapping.
  2. Click the New button directly above the list of settings.
  3. Enter the following:
    1. Name: 500
    2. BeyondTrust Field Name: external_key
    3. Salesforce Field Name: Case__c
  4. Click the Save button.

Customize Case Page Layout

Salesforce Case Layout

  1. In Salesforce.com, go to Customize > Cases > Page Layouts and click the Edit button next to Case Layout.

     

     

    Case Layout - Session Key Button

  2. In the menu box at the top, select Buttons, and then drag the Generate Session Key or BeyondTrust Session Key button to the Custom Buttons section.

These two buttons are different.

Generate Session Key - Generates the session key server-side via the BeyondTrust Command API and provides the user with a dialog containing three things: 1) session key, 2) session key URL, and 3) email session key to customer button.

BeyondTrust Session Key - Generates a session key URL via the BeyondTrust Scripting API that essentially launches the representative console with the standard session key dialog displayed therein.

Case Layout - Related Lists

  1. In the menu box at the top, select Related Lists, and then drag the BeyondTrust Sessions related list to the Related Lists section.
  2. Scroll down the page and find the BeyondTrust Sessions section under Related Lists, and then click the wrench icon to edit its properties.
  3. Add the following fields from Available to Selected in this order:
    1. Primary Customer
    2. Primary Representative
    3. Start Time
    4. End Time
    5. Duration
  4. Sort by Start Time, Descending.
  5. Expand the Buttons section and make sure New is unchecked.
  6. Click OK.
  7. Click the Save button in the menu box at the top to save the layout.

Add Show Case ID Button

  1. Under Customize > Cases > Page Layouts, click the Edit button next to Case Layout.
  2. In the menu box at the top, select Buttons, and then drag the Show Case ID button to the Custom Buttons section. This allows technicians to easily get the case ID.

Add Quick Actions (for Lightning UX only)

Quick Actions

  1. In Salesforce.com, go to Customize > Cases > Page Layouts, and click the Edit button next to Case Layout.
  2. In the menu box at the top, select Quick Actions, and then drag the BeyondTrust Jump and/or Session Key quick actions to the Quick Actions section in the Salesforce Classic Publisher section.
  3. Click the Save button in the menu box at the top to save the layout.
  4. Go back into the layout you just saved by clicking the Edit button next to its listing.
  5. Find the section titled Salesforce1 and Listning Experience Actions, hover over it, and then click the wrench icon.
  6. You should now see the BeyondTrust Jump and Session Key quick actions listed in this section.
  7. Click the Save button in the menu box at the top to save the layout.
  8. Next, remove the quick actions from the Quick Actions section in the Salesforce Classic Publisher section by editing the page layout once more and dragging the BeyondTrust Jump and Session Key quick actions out of the section and back to the menu box.

    These quick actions are designed solely for the Lightning UX.

Add Case Field to BeyondTrust Session Layout

Session Layout

  1. Select the BeyondTrust Integration app, and then click the BeyondTrust Sessions tab.
  2. Click the arrow that is docked to the right side of the screen and click the View Object link.

     

     

    Session Layout

  3. Click the Page Layouts link located directly beneath the page title.

     

     

    Session Layout

  4. Click the Edit link for the BeyondTrust Session Layout.

     

     

    Session Layout Detail

  5. From the Fields menu, drag the Case element to the Information section under BeyondTrust Session Detail.
  6. Click the Save button in the menu box at the top to save the layout.

 

Add BeyondTrust Username to User Layout.

User Page Layout

  1. In Salesforce.com, go to Setup from the header menu.
  2. Under Customize > Users > Page Layouts, click the Edit button next to User Layout.

     

     

    User Page Layout

  3. Drag the BeyondTrust Username field to the Additional Information section.
  4. Click the Save button in the menu box at the top to save the layout.

 

Assign Permission Sets

Permission Sets

  1. In Salesforce.com, go to Setup from the header menu.
  2. Under Administer > Manage Users > Permission Sets, click the BeyondTrust Representative permission set.

     

     

    Permission Set

  3. Click the Manage Assignments button.

     

     

    Permission Set

  4. Click the Add Assignments button.

     

     

    Permission Set

  5. Select users and click the Assign button to assign this permission set to the appropriate users.

     

     

    Permission Set

  6. Click the Done button.
  7. Repeat these steps for the BeyondTrust Representative - BeyondTrust Case Integration permission set.

 

Create New BeyondTrust Site

Create BeyondTrust Site

  1. In Salesforce.com, go to Setup from the header menu.
  2. Under Develop > Sites, click the New button.
  3. Enter the following information:
    1. Site Label: BeyondTrust
    2. Site Name: BeyondTrust
    3. Active: [checked]
    4. Default Web Address: [BeyondTrust site address]
    5. Active Site Homepage: [Search for SiteLogin and add it as the homepage]
  4. Click the Save button.

     

     

    BeyondTrust Site Layout

  5. For the site you just added, click BeyondTrust under the Site Label column.

     

     

    BeyondTrust Site Layout

  6. Click the Edit button next to Site Visualforce Pages.

     

     

    BeyondTrust Site Layout

  7. Add BGIntegration.SessionUpdateHandler to the list of Enabled Visualforce Pages.
  8. Click Save.

 

Import BeyondTrust Session Event Types

Import BeyondTrust Ssesion Event Types

  1. In Salesforce.com, go to Setup from the header menu.
  2. Under Administer > Data Management > Data Import Wizard, click the Launch Wizard button.

     

     

    Import BeyondTrust Session Event Types

  3. Click Custom objects > BeyondTrust Event Types.
  4. Click Add new records.
  5. Click CSV, and then click the Choose File button and select the BeyondTrust Event Types.csv file.

This CSV file is provided by the BeyondTrust implementation team.

  1. Click the Next button.

     

     

    Import BeyondTrust Session Event Types

  2. Click the Map link, click BeyondTrust Event Type Name, and then click the Map button.
  3. Click the Next button.

     

     

    Import BeyondTrust Session Event Types

  4. Click the Start Import button.
  5. Click OK and verify that Records Processed: 53 and Status: Completed.

 

Configure BeyondTrust Appliance

Configure BeyondTrust Appliance

  1. Select the BeyondTrust Integration app, and then click Configuration.
  2. Click the New button.
  3. Enter the following information:
    1. Appliance Name: <Default> (If you have only one appliance, it must be named Default.)
    2. Hostname: <Your BeyondTrust Appliance hostname>
    3. Username: <BeyondTrust API username>
    4. Password: <BeyondTrust API password>
    5. Import All BeyondTrust Sessions: Check if you want to import BeyondTrust session data for sessions that were not initiated from within Salesforce.com.
    6. Supported Public Portals: A comma-separated list of public portals by name only (e.g., Default) that the integration supports OR leave empty if you are supporting only a single public portal.
    7. Event Types: Move all supported event types from the Available Event Types list to the Selected Event Types list.
  4. Click the Save button.