1. Data integration
  2. Anaplan Tab in Salesforce.com
  3. Salesforce.com Administrator Tasks

If you're a Salesforce.com administrator and you want to enable the Anaplan tab within Salesforce.com, perform the following steps:

Uninstall the previous package

  1. From Setup, enter "Installed" in the Quick Find box, then select Installed Packages.
  2. Click Uninstall next to the package that you want to remove.
  3. Select Yes, I want to uninstall... and click Uninstall.

For more information, see the article on "Uninstalling a Package" in the Salesforce Help.

Install the package

  1. Install the Anaplan package on a new Salesforce.com instance by downloading from https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1J0000004Ubr.

    If you are installing the package to a Sandbox instance, download the package from https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1J0000004Ubr.

  2. The installed components are: Visualforce Page, Connected App, and Tab.

    In Lightning:

    In Classic:

  3. Click Install. Click Next at the prompts, accepting the default settings. Click Install, when prompted.
  4. Wait while the installation proceeds. Once installed, you'll see a confirmation message and the installed package:
  5. In Lightning:

    In Classic:

Configure Authentication for Single Sign-on

Lightning

  1. In Setup, use the Quick Find and search for Manage Connected Apps.
  2. In Connected Apps, find the Anaplan app and click Edit.
  3. For OAuth policies, set Permitted Users to Admin approved users are pre-authorized, then click Save.
  4. At the warning message, click OK.
  5. In Setup, use the Quick Find and search for Connected Apps and click Anaplan.
  6. Scroll down to OAuth policies and verify that the Permitted Users setting is Admin approved users are pre-authorized.

Classic

  1. In Setup, use the Quick Find and search for Connected Apps.
  2. In Connected Apps, find the Anaplan app and click Edit.
  3. For OAuth policies, set Permitted Users to Admin approved users are pre-authorized, then click Save.
  4. At the warning message, click OK.
  5. In Setup, use the Quick Find and search for Connected Apps and click Anaplan.
  6. Scroll down to OAuth policies and verify that the Permitted Users setting is Admin approved users are pre-authorized.

​Configure Profile-based access to the Anaplan tab

To ensure that Salesforce.com end-users see the Anaplan tab, you must enable the profile to which those end users belong.

  1. In Setup, use the Quick Find and search for Profiles.
  2. Under User Profiles, edit the Profile you want to enable. (In this example, we're editing the Standard User profile.)
    • Edit the profile so that Anaplan is visible and accessible:
    • Scroll down to Tab Settings > Custom Tab Settings, and on the Anaplan list click Default On.

Configure the Profile to have Visualforce Page access

Visualforce Page access enables the Anaplan tab to display Anaplan data.

Lightning

  1. On Profiles, select a profile to receive Visualforce page access.
  2. Click Enabled Visualforce Page Access.
  3. Click Edit.
  4. Add the Anaplan package, anaplan_pkg.Anaplan, to Enabled Visualforce Pages

Classic

  1. On User Profiles, select a profile to receive Visualforce page access.

  2. Click Enabled Visualforce Page Access.
  3. Click Edit.
  4. Add the Anaplan package, anaplan_pkg.Anaplan, to Enabled Visualforce Pages

Create a Salesforce.com App

Lightning

  1. In Setup, use the Quick Find and search for and click on Apps.

  2. Click New Lightning App.


  3. Configure the App Details with the App Name and Developer Name for the new custom app and then click Next.
  4. Select your Navigation Style under App Navigation.

  5. In the Available Items display, move Anaplan to Selected Items.
  6. Assign the app to one or more profiles so that the users that belong to those profiles can see the Anaplan tab, then click Save. For example:
  7. Click on App Launcher to verify the Anaplan app appears.

Classic

  1. In Setup, use the Quick Find and search for Apps then click on Create Apps.
  2. Enter the App Label for the new custom app, and (optionally) a logo, then click Next.

    Note: If you want the App label or Tab label to have a different value, read Salesforce.com Help on Considerations for Renaming.
  3. In the lower-right, next to Default Landing tab, change the value from Home to Anaplan. Then, for Selected Tabs, add Anaplan and click Next.

    If, in the previous step, you created a different App label, such as Forecast, choose the tab that matches the App label.

  4. Assign the app to one or more profiles so that the users that belong to those profiles can see the Anaplan tab, then click Save.  For example:

  5. Use the Quick Find box to navigate to App Menu and set the order of what appears in the App menu at the top-right.
Note: You can configure the Anaplan tab later by going to the Setup page and searching for Apps. From the Apps page, click Edit next to Anaplan.

Provision Users

We recommend manual user provisioning if you have 25 or fewer users. If you have more than 25 users, consider using API-based user provisioning.

Provision Users Manually

Before you start

  • Contact the Anaplan administrator and request a list of the Anaplan users to be enabled for the Salesforce.com Anaplan tab.
  • Note that each Salesforce.com Username must match the Anaplan login name.

For example, if the Anaplan login name is jd@abc.com, the Salesforce.com Username must also be jd@abc.com, even if the work email address is jonathan@abc.com.

Get the Salesforce.com numeric user ID

  1. Navigate to Setup > Administration Setup > Manage Users > Users.
  2. From the list you received from the Anaplan administrator, select a user you want to enable for the Salesforce.com - Anaplan integration.
  3. Copy the user ID to a separate file because you'll need to provide it later to the Anaplan administrator.
  4. The user ID is the part of the URL after salesforce.com/ and before ?
  5. Repeat the previous step for each user that belongs to the list you received from the Anaplan administrator.

Get the Organization ID from Salesforce.com

  1. Go to Setup.
  2. In the left pane, navigate to Administration Setup > Company Profile > Company Information.
  3. Copy the Organization ID to a separate file so you can provide it to the Anaplan administrator.

Provision Users with the API

If you have 25 or fewer users, we recommend you provision users manually.

Go to http://docs.anaplan.apiary.io/ and navigate to the section on User Provisioning. See the details at http://docs.anaplan.apiary.io/#adminapi.

Inform the Anaplan Administrator & Anaplan Support

Provide the following information to your Anaplan Administrator and Anaplan Support:

  • The list of Salesforce.com user names that the Salesforce.com administrator enabled for the Salesforce.com Anaplan tab. (Make sure that each Salesforce.com user name matches the Anaplan login name, which is typically the user's work email address.)
  • The corresponding Salesforce.com ID for each user.
  • The Salesforce.com Organization ID.
  • Whether you performed manual user provisioning or API-based user provisioning.