fX Automation

Installation Steps

If you're like us, you've probably got access to many Salesforce organizations. To ensure that the application is being installed into your intended Org, we suggest logging into that Org as a first step.

Sign In

Try the service in a sandbox. As a best practice you should always install any third party Salesforce application into a sandbox first. Get a feel for how it works. Make sure it meets the needs of your business.

Start the Install

The application is installed into your Salesforce Org via a managed package. Click the link below to access that packaging.

test.salesforce.com Sandbox

Select Profile Level Security

The first screen during installation is the profile level security. We recommend selecting the option reading "Install for Admins Only" then clicking the "Install" button.

The Exchange Rate Automation Service is not intended for standard users within your Salesforce organization. Only administrators should configure and use the app.

Allow Third Party Access

A modal dialog will appear asking you to Approve Third-Party Access. This is an informational screen making you aware of the fact that the application may interact with one or more of the websites listed. Check the box reading "Yes, grant access to these third-party web sites" and click the "Continue" button.

Depending upon your configuration, this application will send and receive data from only a few third-party websites. However, we have to include all of the potential third party websites to allow for various customer configurations.

Finish Package Installation

The application may display a screen reading "Installing and granting access to admins Only..."

After the installation is finished you will receive a message similar to "Installation Complete!" You may click the button reading "Done," which will redirect you to the Installed Packages page within Salesforce Setup.

Initial API Authorization

The application uses OAuth to communicate with your Salesforce org and the exchange rate platform, which you will select later. In order for this communication to happen with regularity we need you to authorize the application.

Select the "Exchange Rates" application from the App Launcher (Lightning) or Force.com App Menu (in Classic). You should end up on the tab reading "fX Automation" but if you are not then please click the tab.

Click the green button reading "Provide Your Authorization".

OAuth is an open protocol to allow secure API authorization in a simple and standardized way from desktop and web applications. We implement the OAuth 2.0 Authorization Framework, so users can authorize us to access Force.com resources on their behalf without revealing their passwords or other credentials to us.

You will be directed to an authorization screen. Click the "Allow" button.

You will be directed to a success or failure page depending on whether or not the authorization worked. Click the button reading "Currency Management Application" to return to Salesforce.

fX Application