Setting up the Certinia Help

Check the following information to get set up to use the Certinia Help.

Viewing the Certinia Help

By default, access to view the Certinia Help has been added to all Foundations permission sets. As long as a user has one Foundations permission set, they can view Certinia Help from their org.

If you use custom permission sets, you must enable Apex class access for the fferpcore.ContextSensitiveHelpController class. For more information about customizing permission sets, see the Salesforce Help.

Accessing the Certinia Help

Certinia Help is available via the default utility bar associated with Certinia apps. If you use the default utility bar, no upgrade steps are required and the Certinia Help will be available from the utility bar automatically.

If you use a custom utility bar, complete the following steps to get set up:

1. Ensure you have system administrator permissions.
2. Customize your org's utility bar to include the Certinia Help component. For more information about using utility bars, see the Salesforce Help.

(Beta) Enabling Search for the Certinia Help

Notes:

• This feature is currently in beta. As it is still under development, you might experience some instability.
• The Certinia Help component's search functionality is powered by Coveo, a third-party search service which requires the configuration of a remote site. If you want to avoid configuring remote sites in your org, you can skip the steps in this section. Without these steps, the search functionality within the component will be disabled, but the component will continue to display relevant help links as before.

When you enable search for the component, a search bar displays, allowing users to search Certinia Help content directly from their org. To make this search bar available to users, complete the following setup steps:

Step 1: Register the Coveo Remote Site

To do this, register a new remote site in your org. Set the remote site URL to https://financialforce.org.coveo.com and ensure the new remote site is active.

For more information about registering new remote sites, see the Salesforce Help.

Step 2: Add the Coveo Site URL to the List of Trusted URLs

To do this, add a new trusted URL to your org and set it up as follows:

1. In the Trusted URL Information section, set the URL to https://*.coveo.com and ensure the new trusted URL is active.
2. In the Content Security Policy (CSP) Settings section, select "Lightning Experience Pages" in the CSP Context field.
3. In the CSP Directives section, select the following checkboxes:
   • connect-src (scripts)
   • frame-src (iframe content)

For more information about adding new trusted URLs, see the Salesforce Help.

Step 3: Ensure Users Have the Required Permissions

Users with at least one Foundations permission set can view and utilize the component's search bar. This is because the required permissions to do this have been added to all Foundations permission sets by default.

If you use custom permission sets you must:

• Enable Apex class access for the following classes:
  • fferpcore.help_searchController
  • fferpcore.help_api
• Enable Visualforce page access for the fferpcore.help_api page.

For more information about customizing permission sets, see the Salesforce Help.

Troubleshooting the Search Enablement

This section provides guidance on how to resolve issues that you might encounter while enabling search for the Certina Help component.

Potential Issues and How to Resolve Them

Issue	How to Resolve
The component does not display the search bar after completing the setup steps.	Ensure a single remote site is registered with the https://financialforce.org.coveo.com URL. If you register more than one remote site with this URL, the search enablement fails. For more information, see Step 1: Register the Coveo Remote Site.
The component displays the following error: "Can't load data".	Ensure the setup for the https://*.coveo.com trusted URL is correct. For more information, see Step 2: Add the Coveo Site URL to the List of Trusted URLs.