LINE WORKS Integration Initial Settings
2023/06/22
This chapter describes the setup procedure for using the application.
* Setup must be conducted by a user with Salesforce system administrator rights.
* Initial settings are made from the Salesforce Setup screen.
* To open Salesforce Setup, click the gear mark on the upper right of the screen.
Assign User License
Goal：To assign LINE WORKS Integration permission to users
* Conduct this settings when adding or changing users of LINE WORKS Integration.
* Skip when installing to Sandbox.
- Click gear icon at the top right of the screen -[Setup]-[Platform Tools]-[Apps]-[Installed Packages].
* Or search for "installed packages" with a quick search. - From the list of installed packages, click [Manage Licenses] of LINE WORKS“.
- Click “Add Users”
- Please select users of LINE WORKS Integration and click [Add]
Assign Permissions Sets
Goal：To assign permission sets for LINE WORKS Integration administrators and regular users.
・Administrator User → select “PHONE_APPLI_LINER_W_Admin”.
・Regular User → Select “PHONE_APPLI_LINER_W”.
* The following describes the procedure for assigning LINE WORKS Integration administrator permissions (PHONE_APPLI_LINER_W_Admin) as an example.
- Click gear icon at the top right of the screen -[Setup]-[Administration]-[Users]-[Permission Sets] - click [PHONE_APPLI_LINER_W_Admin]
- Click [Manage Assignments]
- Click [Add Assignments]
- Select Admin User and click [Next]
- When the screen below appears, click [Assign].
- Permission set assignment is complete.
* If there are multiple admin users, perform steps 3 to 5 for each user.
* For regular users, select the permission set "PHONE_APPLI_LINER_W" in step 1 and follow steps 2 to 5.
LINE WORKS Integration Setup
Goal： Initial Setup of LINE WORKS Server Connection
* Setup must be conducted by users with Salesforce System Administrator rights and assignment of “PHONE_APPLI_LINER_W_Admin” permission set.
* Please complete the tenant registration in PHONE APPLI Inc. beforehand.
- Click “Application Launcher”
- Click ”LINE WORKS Integration Authentication”
- Check the Organization ID and Organization Name to be authenticated, and enter the [Domain ID], [Tenant ID], and [Bot ID] set in “LINE WORKS Tenant Settings“,and then click “Begin Authentication".
* In the image below, the organization name / ID is hidden. 
- The Salesforce authentication screen will be displayed, click "Allow". If the authentication is successful, the environment for LINE WORKS integration will be ready.
- If you have set restrictions on login IP addresses in your organization or profile, authentication may fail. If you are unable to authenticate, please contact PHONE APPLI Support.
この記事は役に立ちましたか？
0人が役立ったと言っています
ご協力ありがとうございます。