# Shared App

## Objective <a href="#toc91779582" id="toc91779582"></a>

This guide will help you to understand the shared app and personalized data source feature of the iX Hello platform.

The purpose is to demonstrate how easy it is to create app just once by one member of the organization and re-use it by other members of the same organization with their personalized connection or data.

## Prerequisites <a href="#toc91779583" id="toc91779583"></a>

There are no special prerequisites to use this feature.

## **iX Hello Account**

For steps to create an iX Hello account, follow the steps at [https://](/ixhc/general/ix-hello-create-account-original.md)[ixHello-create-account](/ixhc/general/ix-hello-create-account-original.md)

* An account in third party services like Salesforce or SharePoint.\
  For demonstrate purpose, this document will focus on Salesforce only. You should have an active Salesforce account as this integration will require you to do login with your Salesforce account.

If you do not have a Salesforce account, you can create a free trial account by visiting [https://www.salesforce.com](/ixhc/apps/salesforce-custom-app.md) and click “**TRY FOR FREE**”

You can follow [this](/ixhc/general/use-cases/contact-finder-with-salesforce.md) document for additional guidance on Salesforce setup.

## Steps <a href="#toc91779584" id="toc91779584"></a>

To proceed with these steps, you should have all the pre-requisites satisfied. If you are missing any of them, please go back and make sure you have all the things as mentioned in above pre-requisites section.

Once done, you are ready to get started using iX Hello platform with Salesforce.

### Step 1 Connect to Salesforce <a href="#toc91779585" id="toc91779585"></a>

Login to the iX Hello portal at [https://bots.ixhello.com](https://bots.ixhello.com/)

1. Login to the iX Hello portal at [https://bots.ixhello.com](https://bots.ixhello.com/). The first step to create a Salesforce Custom App is: connecting iX Hello to your Salesforce account. On the left navigation, under **Integration** menu, click on **Connect System**. Click on Add New Connection.

<figure><img src="/files/n1Z0UQ7kyI8c0MWbSmUI" alt=""><figcaption></figcaption></figure>

1. On the resulting Connect External System Form, fill out the following details, and click on ‘Connect System’.

**Integration Category**: Custom

**System Type**: SalesforceCustom

**System Instance Name:** Salesforce Demo

**Note:** If a SalesForce Account is running on customer domain tick “**Use Custom Domain**” checkbox and provide the custom domain URL. Also, if Sandbox account is used then tick “**Sandbox**” checkbox.

<figure><img src="/files/d1ynIW4lVdwsbfdyArWT" alt=""><figcaption></figcaption></figure>

Once you click on “**Next**” button, you will be redirected to the SalesForce login page as shown below. Enter your username and password and click on “**Login**” button.

<img src="/files/YcFKxOniXYOG5pFSORgg" alt="" width="375">

Once you are logged in, Salesforce might show a screen with permissions options, allow it. You will be redirected to the iX Hello platform with a success screen as shown below.

<figure><img src="/files/pWur4GNkvkdu6ipHp5Og" alt=""><figcaption></figcaption></figure>

Now, you have successfully integrated Salesforce with the iX Hello platform.

1. Now Salesforce has been successfully integrated with the iX Hello platform. Now, click “**Return to Integration Configuration**” to return to the connections page. SalesForceCustom will appear in the list as shown below.

<figure><img src="/files/1UD9XeGevfhI9dfK2q7W" alt=""><figcaption></figcaption></figure>

### Step 2 Create an App for the Salesforce <a href="#toc91779586" id="toc91779586"></a>

To create an app, browse to Apps > Custom Apps and click on New Custom App button, you should see a small popup screen as shown below. **Make sure you select the option to make app Shared.** By checking this tick box, you are allowing this app to be shared with all other members of your organization.

<figure><img src="/files/nLhhgoN5XBbjmnbZdDZi" alt="" width="563"><figcaption></figcaption></figure>

Note: For the purpose of this document, it is required to make the app Shared by selecting the checkbox.

| Input           | Information                                                                                                               |
| --------------- | ------------------------------------------------------------------------------------------------------------------------- |
| Name            | You can give any value of your choice.                                                                                    |
| Custom App Type | Select Search                                                                                                             |
| Category        | This is optional, you can select None and proceed.                                                                        |
| Shared checkbox | <p>As mentioned on the screen,</p><p>If you select it, the app will be shared to all the members of the organization.</p> |

Click on save, this will create an App and you should see a screen as shown below,

<figure><img src="/files/cRMh7MdfrCVzxnDT2Oc5" alt=""><figcaption></figcaption></figure>

### Step 3 Create a Data Source <a href="#toc46273070" id="toc46273070"></a>

To follow this step, make sure you have completed above Step 2. If not, please go back and do it.

A Data Source connects the app with the integration. On the Data Sources tab, “**Create New** **Data Source**”.

<figure><img src="/files/aGHR6s9c7crRKwTLsfoH" alt=""><figcaption></figcaption></figure>

1. The following popup screen will appear, add following details and click on Save.

**Name:** Salesforce DataSource

**Integration Configuration: Select** Salesforce Integration Config created in Step 2.

Make sure you select the Datasource as Personalized Data Source.

<figure><img src="/files/qQFQP2PBr3XC2AmDEC9J" alt="" width="563"><figcaption></figcaption></figure>

Once a data source is created, you are ready to start creating various methods.

### Step 4 Create Methods to fetch the data from Salesforce <a href="#toc91779588" id="toc91779588"></a>

Now it’s time to create one or more methods to use the data source that we just created.

Method creation is not part of the scope of this document; however, you can refer to the [Salesforce documentation](/ixhc/apps/salesforce-custom-app.md) for detailed information on this step.

### Step 5 Access the shared app from another account <a href="#toc91779589" id="toc91779589"></a>

Now it’s time to create one or more methods to use the data source that we just created.

Login to the iX Hello platform by another user’s account of the same organization. Refer to [this](/ixhc/general/user-management-and-roles-in-a-voiceworx-organization.md) document to learn how an employee can be invited to the iX Hello platform and registered under the same organization.

The Salesforce Shared App created in previous steps shall be available from this new account as well.

Navigate to  Apps > Custom Apps

<figure><img src="/files/DMAmDsbZFfsysilVTcgQ" alt=""><figcaption></figcaption></figure>

To select the app, click on Select button for the that SalesforceCustom app and the app should get selected.

**Note:** When you are accessing a shared app which is created by someone else in your organization, you will not see any option to edit or delete the app.

### Step 6 Create a connection and Data Source to use the shared app <a href="#toc91779590" id="toc91779590"></a>

When creating a shared app, a person might want to share the app but prefer having a segregated data source. For that, the user has to define the data source as a personalized data source while building the app data source.

<figure><img src="/files/q81xPAvtYrTpVEqronUZ" alt="" width="563"><figcaption></figcaption></figure>

Now, when the user with whom the app has been shared, tries to use the app, they will see small informative section as shown below in blue background.

<figure><img src="/files/fFKrz6wdRcUvyK8kjhiX" alt=""><figcaption></figcaption></figure>

On this screen, the iX Hello platform has detected that you are using a shared app, which is created by someone else in your organization. The app is using a personalized data source, and you do not have any connection matching to it.

The green button helps to create a new required connection. When you click on that button, a new connection will be created. In this example, it will be a salesforce custom connection.

Once a connection is crated, you will get a success screen as shown below.

<figure><img src="/files/m5n7CyTVtazp0ImL7EG3" alt=""><figcaption></figcaption></figure>

Click on “Go to Custom Apps” button so you will be redirected back to the app, and you can select the same App.

Now, you should get option to create a Data Source using the newly created connection – as shown in below screenshot.

<figure><img src="/files/l8zhBUP1GP6GPw7sX8hZ" alt=""><figcaption></figcaption></figure>

When you click on the above button, you will get a “Create DataSource” screen as shown below, just enter the Name and save. You can define the data source as personalized if you do not want to share the data source with others.

<figure><img src="/files/u5VCBNbQkzsTTYTDalJd" alt="" width="563"><figcaption></figcaption></figure>

This will create a Data Source using the required connection. Once done the person whom you have shared the app will be able to use the app. The other person should refer to [this ](/ixhc/general/use-cases/contact-finder-with-salesforce.md)document to follow the next steps on publishing the app to Lex.


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