Setting up Apty in Salesforce Communities

Apty Client can be installed on a Salesforce Community instance by adding a code snippet to the head markup of all the instance pages. This method eliminates the need of a browser extension for the end user to leverage the features of Apty Assist and guarantees independence of the browser to the end user. This procedure is described in the Step 1 of the document.

Salesforce uses Content Security Policy (CSP) to help prevent cross-site scripting and making API calls to the third-party servers. To enable the script added in step 1, Apty should be added to the list of trusted sites in the Community and Salesforce settings. This document demonstrates the process of installation on Salesforce Lightning instance.

Installation process includes the following steps:

STEP 1: Add Extension Script to the Salesforce Community Instance

1.   As an Admin, log into the Salesforce instance. At the top right corner of the screen click the Gear icon and from the menu select Setup.


2.   In the opened page search by the keyword "communities" and go to the All Communities tab.


3.   On the All Communities page find the community you are working with and select Builder in the Action column.

4.   In the opened Community Builder go to Settings (Gear icon) > Advanced >  Edit Head Markup.

5.   In the opened window add the extension-free installation code snippet wrapped in the <script> tag. Code snipped can be obtained from the customer success team representative. To learn more about extension free Apty installation, refer to this article.

6.   Click Save to enable the script in the given Salesforce Community instance.

STEP 2: Add Apty as a Trusted Site in the Community Settings

1.   In the opened Community Builder go to Settings (Gear icon) > Security >  [+ Add Trusted Site].

2.   In the opened window add Apty account URL as a trusted site. Make sure to include "https://" prefix in the URL.

3.   Click Add Site to apply changes.

4.   Repeat the procedure for https://fonts.app.apty.io. It must be added to the list of trusted websites.

STEP 3: Add Apty as a Trusted Site in Salesforce Settings

1.   As an Admin, log into the Salesforce instance. At the top right corner of the screen click the Gear icon and from the menu select Setup.


2.   In the opened page search for "CSP" and go to the CSP Trusted Sites tab. On the opened page click New Trusted Site.

3.   In the opened window add Apty account URL as a trusted site. Make sure to include "https://" prefix in the URL.

4.   Click Save to apply changes.

5.   Repeat the procedure for https://fonts.app.apty.io. It must be added to the list of other trusted websites.

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