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Prerequisites

Doug Ayers edited this page Apr 14, 2022 · 11 revisions

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

  1. Enable Lightning Experience
  2. Enable My Domain
  3. Allow IFraming of Visualforce Pages with Clickjack Protection

Note that Trailhead Playgrounds and 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

The configuration wizard of Mass Action Scheduler is designed to be used in Lightning Experience. You do not have to roll out Lightning Experience to your users if you are still on Classic, but as the admin when configuring the tool you do need to switch over to Lightning Experience.

Journey to Lightning Experience

2. Enable My Domain

You must enable My Domain in your org and deploy it to your users to use Lightning components in Lightning tabs, Lightning pages, as standalone apps, as actions and action overrides, as custom Lightning page templates, or elsewhere in your org.

When My Domain isn’t deployed in your org, user interface controls related to Lightning components may be hidden or inactive. Lightning components added to pages, tabs, and so on, don’t run and may be omitted, or display a placeholder error message.

Enable My Domain

In this example the subdomain name chosen is jedeye-tech (1). Salesforce supplies the rest of the domain name (2). In this example we're using a Developer Edition org, so the domain name is -dev-ed.my.salesforce.com. Your production org will have the my.salesforce.com suffix.

3. Allow IFraming of Visualforce Pages with Clickjack Protection

If you've enabled clickjack protection for Visualforce pages in Session Settings, then Salesforce blocks those pages from being iframed and the Mass Action Configuration wizard won't work correctly.

This is pertinent because the Mass Action Configuration wizard Lightning component communicates with the REST API by iframing Visualforce pages.

To allow iframes of Visualforce pages with clickjack protection enabled:

  1. From Setup, enter session in the Quick Find box, then click Session Settings.
  2. In the Whitelisted Domains for Visualforce Inline Frames section, click Add Domain.
    • Enter https://*.lightning.force.com, then click Save and New.
    • Enter https://*.visualforce.com, then click Save and New.
    • Enter https://*.visual.force.com, then click Save.
  3. Click Save.

screen shot

While you're in Session Settings, you might consider enabling clickjack protection if you haven't already. If you have external sites, integrations, or communities that iframe your Visualforce pages, you'll want to test that they still work. You may find that you need to add more domains to the whitelist.

  1. In the Clickjack Protection section of Session Settings page in Setup, select both:
    • Enable clickjack protection for customer Visualforce pages with standard headers
    • Enable clickjack protection for customer Visualforce pages with headers disabled
  2. Click Save.

Learn more about clickjacking in the Prevent Clickjacking unit of the App Logic Vulnerability Prevention module on Trailhead.

Learn more about using Visualforce in Lightning Experience in the Explore the Visualforce App Container unit of the Visualforce & Lightning Experience module on Trailhead.

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