Pre Requisites Instructions

Doug Ayers edited this page Feb 3, 2019 · 22 revisions

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Before installing the app, please follow these setup instructions first.

Table of Contents

  1. Enable Lightning Experience
  2. Enable My Domain
  3. Disable Clickjack Protection for Visualforce Pages

Note that Trailhead Playgrounds and SFDX scratch orgs already have Lightning Experience and My Domain enabled. If using those environments to test the app then you can skip to step 3.


1. Enable Lightning Experience

You do not have to roll it out to your users but as the admin when configuring the tool you do need to be in Lightning Experience.

2. Enable My Domain

You must enable My Domain to your org as a requirement of using custom Lightning components.

3. Disable Clickjack Protection for Visualforce Pages

You must disable clickjack protection because the Mass Action Configuration wizard Lightning component communicates with the REST API by iframing Visualforce pages. If clickjack protection for Visualforce pages is enabled, then Salesforce blocks those pages from being iframed and the Mass Action Configuration wizard won't work correctly.

screen shot

This setting does not affect already configured and scheduled configurations, they will run fine with or without clickjack protection enabled. This setting only affects the configuration wizard for an admin to create or edit configurations.

If you have concerns about disabling this setting, know that you can temporarily disable clickjack protection for Visualforce pages while you use the Mass Action Configuration wizard and then re-enable clickjack protection once you're done.

To disable clickjack protection for Visualforce pages:

  1. From Setup, enter session in the Quick Find box, then click Session Settings.
  2. In the Clickjack Protection section, deselect both:
    • Enable clickjack protection for customer Visualforce pages with standard headers
    • Enable clickjack protection for customer Visualforce pages with headers disabled
  3. Click Save.
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