Salesforce Lightning App Setup

Installing the AptEdge Managed Package

AptEdge is installed in Salesforce via a private package installation URL, Obtain the installation URL from your AptEdge representative.

1. Open the installation URL in your browser.
   ⚠️ Note: Sandbox and Production environments use different installation URLs.
2. Select Install for All Users (recommended).

3. Approve any requested third-party access if prompted.

4. Click Install and wait for the installation to complete.
   You will receive an email notification once the installation finishes.

Adding AptEdge to the Case Record Page

To surface AptEdge inside Service Cloud, add it to the Lightning Record Page for Cases.

1. Navigate to a Case record.
2. Click the ⚙️ Setup (gear) icon in the top-right.
3. Select Edit Page (opens Lightning App Builder).

4. In the component panel, locate the AptEdge Lightning Component.

   

5. Drag and drop the component into the right-hand sidebar (or preferred region).
6. Click Save.

Control Component Visibility (Recommended)

Admins should ensure that the AptEdge component is only visible to licensed users by applying appropriate component visibility filters in the Lightning App Builder.

Common approaches include:

• Profile-based visibility (e.g., restricting the component to specific user profiles)

• Custom User field–based visibility (e.g., a checkbox or attribute that identifies licensed users)

The best approach will depend on your organization’s user management and licensing model.

💡 Note: Regardless of how visibility is configured, access to AptEdge functionality is controlled by the AptEdge Permission Set, which should only be assigned to licensed users.

Assign “AptEdge” Permission Set

Access to AptEdge is controlled via a Permission Set.

1. Go to Setup.

2. In the Quick Find box, search for Users → select Users.

3. Click into the desired User record.

4. Scroll to the Permission Set Assignments related list.

5. Click Edit Assignments.

6. Move AptEdge into the Enabled Permission Sets column.

7. Click Save.

💡 Tip: For multiple users, consider assigning via Permission Set Groups, Permission Set Licenses, or bulk tools like Data Loader.

Configure the Domain and Token

You must configure the AptEdge widget with your instance domain and API token.

Retrieve Credentials from AptEdge

1. Navigate to:
   https://<your_instance_name>.aptedge.io/settings/apps

2. Locate your App configuration.
   

3. Base URL → AptEdge Domain

4. Token → AptEdge Token

5. ⚠️ If installing for the first time, generate a new token.
   ⚠️ If re-installing, do NOT regenerate the token unless necessary—this will break existing integrations.

Update in Salesforce

From a case where AptEdge is visible:

1. Click the Settings Icon on the widget.
   

2. Enter:

   • Domain / Base URL (note the lack of https://)

   • API Token

3. Click Save.

Adding Trusted URLs (CSP Trusted Sites)

If the AptEdge widget fails to load, you may need to configure CSP Trusted Sites.

1. Go to Setup.

2. In Quick Find, search for Trusted URLs.

3. Click New Trusted Site.

4. Fill in:
   Trusted Site Name: AptEdge
   Trusted Site URL:
   https://storage.googleapis.com

5. Enable:

   • ✅ connect-src

   • ✅ frame-src

6. Click Save.

Verification

After completing setup:

• Open a Case record

• Confirm the AptEdge component loads successfully

• Verify:

  • Only users with the AptEdge Permission Set can see the widget

  • Non-licensed users do not see the component