If you're a Salesforce administrator and you want to enable the Anaplan tab within Salesforce, do the following:

  • Uninstall the previous package
  • Install the package
  • Configure authentication for single sign-on
  • Configure profile-based access to the Anaplan tab
  • Configure the profile to have Visualforce Page access
  • Creating a Salesforce App
  • Provision users
  • Inform the Anaplan administrator
  1. From Setup, enter "Installed" in the Quick Find box, then select Installed Packages.
  2. Select 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.

  1. Install the Anaplan package on a new Salesforce 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. Select Install. Select Next at the prompts, accepting the default settings. Click Install, when prompted.
  3. Wait while the installation proceeds. Once installed, you see a confirmation message.
  1. In Setup, use the Quick Find and search for Manage Connected Apps. (Classic is Connected Apps.)
  2. In Connected Apps, find the Anaplan app and select Edit.
  3. For OAuth policies, set Permitted Users to Admin approved users are pre-authorized, then select Save.
  4. At the warning message, select OK.
  5. In Setup, use the Quick Find and search for Connected Apps and select Anaplan.
  6. Scroll down to OAuth policies and verify that the Permitted Users setting is Admin approved users are pre-authorized.

To ensure that Salesforce 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, select Default On.

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

  1. On Profiles, select a profile to receive Visualforce page access.
  2. Select Enabled Visualforce Page Access.
  3. Select Edit.
  4. Add the Anaplan package, anaplan_pkg.Anaplan, to Enabled Visualforce Pages.
  1. In Setup, use the Quick Find and search for Apps then select Create Apps.
  2. Select New Lightning App.
    (Classic: Enter the App Label for the new custom app, and (optionally) a logo, then select Next.)

    Note: If you want the App label or Tab label to have a different value, read Salesforce Help on Considerations for Renaming.
  3. Configure the App Details with the App Name and Developer Name for the new custom app and then select Next.
    (Classic: In the lower-right, next to Default Landing tab, change the value from Home to Anaplan. Then, for Selected Tabs, add Anaplan and select Next.)

    If, in the previous step, you created a different App label, such as Forecast, choose the tab that matches the App label.
  4. Select your Navigation Style under App Navigation.
    (Classic: Assign the app to one or more profiles so that the users that belong to those profiles can see the Anaplan tab, then select Save.)
  5.  In the Available Items display, move Anaplan to Selected Items.
    (Classic: 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.)
  6. Assign the app to one or more profiles so that the users that belong to those profiles can see the Anaplan tab, then select Save.
  7. Select App Launcher to verify the Anaplan app appears.

Note: You can configure the Anaplan tab later by going to the Setup page and searching for Apps. From the Apps page, select Edit next to Anaplan.

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.

Before you start

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

For example, if the 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.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 - Anaplan integration.
  3. Copy the user ID to a separate file because you'll need to provide it later to the Anaplan administrator.
    The user ID is the part of the URL after salesforce.com/ and before ?
  4. Repeat the previous step 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.

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.

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

  • The list of Salesforce user names that the Salesforce administrator 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 user provisioning or API-based user provisioning.