Salesforce administrator tasks

To install the Anaplan package in your Salesforce organization:

• Production or Developer Edition: Install the Production package.
• Sandbox: Install the Sandbox package. 

1. Select Install.
2. At each prompt, select Next and accept the default settings. 
3. Click Install, when prompted.
4. Wait for the installation to complete. Salesforce displays a confirmation message when the package is installed successfully. 

Configure SSO between Salesforce and Anaplan for users who access Anaplan from the Salesforce tab.

1. In Setup, search the External Client Apps.
2. Navigate to Apps > External Client App Manager > External Client Apps.
3. Find Anaplan_US and select Edit.
4. Under OAuth Policies, set Permitted Users to Admin approved users are pre-authorized.
5. Select OK in the confirmation message.
6. Select Save.
7. Select Policies, then select Edit.
8. Under Select Profiles, select each profile that requires access, such as System Administrator and Standard User, from Available Profiles. Select the right arrow to move the profiles to Selected Profiles.
9. Select Save.

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

1. In Setup, search for Profiles.
2. Select Users > Profiles.
3. Find the profile you want to configure, such as Standard User, then select Edit.
4. Under App Access, select Anaplan_US.
5. Scroll to All Object Settings.
6. Set Anaplan Tab Experience to Default On.
7. Select Save.

User access to the managed package is controlled through the Embedded Connected App. Users assigned access through the Embedded Connected App can use the application according to the configured connected app policies.

Custom permissions control access to individual package features. To grant users access to the package, configure the Connected App in the subscriber organization and assign the required profiles or permission sets.

Before you start

• Contact the Anaplan administrator for a list of users to enable ‌the Anaplan tab in Salesforce.
• Ensure that each Salesforce Username matches the user's Anaplan login name.

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

Get the Salesforce user IDs

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 - Anaplan integration.
3. Copy the user ID to a separate file because you'll need to provide it to the Anaplan administrator.
   The user ID is the part of the URL after salesforce.com/ and before ?
4. Repeat the previous steps for each user that belongs to the list you received from the Anaplan administrator.

Get the Organization ID from Salesforce

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.

Provide your Anaplan Administrator and Anaplan Support with the enabled Salesforce user list, user IDs, organization ID, and provisioning method.

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

Ensure that each Salesforce Username matches the user's Anaplan login name.

1. Open the App Launcher.
2. Search for Anaplan Tab Experience.
3. Select the application.

If the configuration is successful, the Anaplan Homepage loads.