Install the Salesforce TrueContext AppExchange Package

The TrueContext AppExchange package includes everything you need to seamlessly integrate Salesforce with TrueContext. This topic describes how to install, update, and uninstall the Salesforce TrueContext AppExchange package.

Available on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

Contents

How the AppExchange package works

Download the package and follow the steps in the Quickstart page to:

  1. Set your credentials for a TrueContext trial account.

  2. Open ready-to-use forms in the Mobile App.

  3. Prefill answers in the form with data from Salesforce records.

  4. Submit forms.

  5. Automatically create Salesforce records that include data from your submitted forms.

Prerequisites to install the Salesforce TrueContext app

  • You must have one of the following Salesforce editions:

    • Professional

    • Enterprise

    • Unlimited

    • Developer

  • You must have API Access enabled in Salesforce.

  • You must be using the latest version of Google Chrome™, Mozilla Firefox, Microsoft Edge, or Safari®.

Install the Salesforce TrueContext app

  1. Go to the TrueContext listing in AppExchange, and then select Get It Now.

  2. Enter your information when the system prompts you.

  3. Select the users you want to have access to the app. You can install it for Admins only, for all users, or for specific profiles.

  4. Select Install.

    Result: The system:

    • Downloads the TrueContext AppExchange package and installs it in your Salesforce org.

    • Creates the custom object Submission.

  5. From the Salesforce App Launcher, search for TrueContext, and then open the TrueContext app.

    Result: The TrueContext app opens on the TrueContext Quickstart page.

  6. Follow the steps on the TrueContext Quickstart page to set up your TrueContext trial account.

    Result: When the system creates your TrueContext account, it automatically dispatches forms for you to fill out. The following images show how to find and fill out those forms in the Mobile App.

    The home page of the iOS mobile app that shows 5 tabs: Forms, Inbox, Drafts, Outbox, and Sent. The Forms tile shows 7 forms, the Inbox has 1 form, and the Sent tile shows 1 form.

    Inbox list with six different forms. Select a form to open it.

    Filled out form. You can select Send when you finish filling out a form.

    Tip:When you submit the form, the system creates a new record in the Submission custom object.

Update the Salesforce TrueContext app

TrueContext releases new versions of the AppExchange package that include updates and improvements.

To check if a new version of the app is available, go to the TrueContext AppExchange listing. If an update is available, you can download it from that page.

When you update the AppExchange package, the system keeps any changes you made to the Submission custom object. It also keeps all your submitted forms stored in the custom object.

Note:As a best practice, we recommend that you first update the TrueContext app in a Sandbox org. After you test your workflows, update the app in your Production org.

Uninstall the Salesforce TrueContext app

Warning:If you uninstall the TrueContext AppExchange package, all related custom objects, fields, records, and tabs are deleted.

  1. In Salesforce, go to Setup.

  2. In the Quick Find box, enter Installed Packages, and then select Installed Packages.

    Result: The system lists all your installed packages, including the TrueContext package.

  3. Under the Action column, select Uninstall.

    Result: The system uninstalls the TrueContext AppExchange package from your org. It also deletes any custom objects, fields, records, and tabs related to TrueContext.

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