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Installing the Assembled App for Salesforce Service Cloud

  • Updated

Note: this article details instructions for how to install the Assembled App for Salesforce Service Cloud, which allows agents to access read-only access to their schedules. For detailed instructions on how to integrate Assembled with Salesforce for ticket-level data, go here.

What is the Assembled App for Salesforce Service Cloud?

The Assembled App for Salesforce Service Cloud allows agents to access their daily schedules in the place where they're doing their work. Service Cloud admins can install this app on behalf of their organization, which will add a button to the utility bar at the bottom of the screen. When clicked, the button opens a small popup of one day's schedule so agents can see what they're meant to be working on without having to navigate to Assembled. Agents can also toggle dates to see historic or future schedules, as well as easily navigate to their Assembled accounts for time off or schedule change requests (if those features are enabled in your account).

Salesforce Service Console with the Assembled Schedule popup open from the utility bar, showing an agent's activities for the day

Prerequisites for app installation

  • A Salesforce enterprise account with Service Cloud enabled and set up

Installation Instructions

  1. Install the Assembled app from Salesforce AppExchange
    • When prompted, install for all users
    • Select the environment you're installing the app for (production, sandbox, etc)
    • If prompted for an installation key, input assembled123

  2. In your salesforce org, navigate to Setup → Trusted URLs. Click on the New Trusted URL button.

    Trusted URLs page in Salesforce Setup with an arrow pointing to the New Trusted URL button

  3. In the form, fill out the following fields:

    • Under Trusted URL Information:
      • API Name: Assembled
      • URL: https://app.assembledhq.com
    • Under Content Security Policy (CSP) Directives:
      • Check off frame-src (iframe content) and leave everything else unchecked

    Trusted URL Edit form with API Name and URL filled in and the frame-src (iframe content) directive checked

  4. Click Save once you are done
  5. Now navigate toSetup → App Manager

  6. Find your Service Console lightning application and click Edit

    Lightning Experience App Manager list with the Edit option open on the Service Console app row

  7. This should take you to a Lightning App Builder. Click on Utility Items (Desktop Only) in the side panel. Click on the Add Utility Item button, and select the scheduleTimeline under the Custom - Managed section

    Add Utility Item menu in Lightning App Builder with scheduleTimeline listed under Custom - Managed

  8. You can rename the component, which is what agents will see in their utility bar

    Utility Item Properties for the scheduleTimeline component with its label set to Schedule

  9. Click Save on the bottom once you are done
  10. Exit the Lightning App Builder. Agents can now click on the newly added component in their utility bar to see their schedule for the day as it appears in Assembled.

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