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Acquire Integration via Litify
Acquire Integration via Litify

Step by step guide on how to integrate Litify and Lexamica.

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Written by Lexamica
Updated over 6 months ago

Introduction

This step by step guide walks through the required steps to integrate your current Litify setup with Lexamica. We will cover the installation, components, and the rules. Once complete, the updates you make in Litify will be automatically reflected in the Lexamica platform. If you have any questions or need additional support throughout this process, please contact me at [email protected].

Please note: This customized Lexamica package is available only in Lightning Experience.

Package Installation

Link to the Production Package: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHo0000003OnF

Link to Sandbox Pacakge: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHo0000003Omv

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Important: Before installing the Managed Package into your organization make sure the ‘Deploy Metadata from Non-Certified Package Versions via Apex’ is enabled.
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- Go to Setup => Apex Settings

- Enable the ‘Deploy Metadata from Non-Certified Package Versions via Apex’ setting.

  1. On the installation page, make sure the ‘Install for Admins Only’ and ‘I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program’ settings are enabled and click Install.
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  2. Confirm granting access to the Lexamica website and click Continue.

Note: CSP Trusted Site ensures that Lexamica Files can be previewed by the 'Lexamica Preview' component on the Lexamica File record page.

Metadata and Permissions Setup

  1. As Salesforce Administrator, open Lexamica App using App Launcher:

  1. On the ‘Lexamica Setup’ page click the ‘Deploy Metadata’ button to install necessary components for connecting Litify and Lexamica Objects.

  1. Follow the instructions on the Permissions Guide wizard and click ‘Complete FLS Setup’:

Note: The Lexamica_Admin Permission Set Group should be assigned to the current System Admin to enable them to continue setting up the Lexamica App. Assign the Lexamica_User Permission Set group to each user who should have access to the Lexamica App and its components. This can be done later.

Setup connection with Lexamica

  1. Go to your Lexamica Account and open the Integrations section

  2. Click Connect next to the Litify Integration to generate new credentials:

  1. Use these credentials for the Lexamica Integration Setup wizard and click the ‘Get Started button:

Map Litify and Lexamica fields

The Field Mapping Wizard provides a user-friendly interface to manage field mappings between Litify records, Lexamica Matter records, and Lexamica Referrals. These mappings are essential for synchronizing data seamlessly between these systems, ensuring data accuracy and consistency.

  • There are predefined Lexamica Matter fields on the right side of the wizard. Select any Litify Intake, Party, or Matter fields on the left side to synchronize those fields between Litify and Lexamica.

  • For the Lexamica App to be able to create Litify Intake and Party records, the required fields should have predefined default values. Scroll down until you see disabled fields on the left side. You have two options:

    • The ‘Add Other’ option - allows you to input any value for a specific field, which will be used for any new record.

    • Lexamica Matter field matched by type - you can select any Lexamica field to use its value when creating a record;

  • At the top-right of the page, you'll find the preview section where you can review your field mappings. Select any Intake or Matter record to preview the field mappings.

Synopsis field Mapping

The "Synopsis" field serves as a versatile container for accumulating and managing data within the Litify system. This field allows you to aggregate information from various sources, including Litify Intake, Matter, or Party records, and it synced to Lexamica.

In the Synopsis Mapping Wizard, simply move your preferred fields from the left side to the right to include them in the Synopsis Mapping. You can utilize the Preview section in the same way as in the previous wizard.

If you have any completed questionnaires on the selected Intake record, they will be automatically added to the Synopsis field, and you can view them in the Preview section.

  • Click Preview Integration, check your selections, and submit all the mapped fields.

Setup Intake and Matter Lightning Pages

  1. Go to any Intake record;

  2. Click on the gear icon top right side of the Intake record page and click Edit Page;

  • On the panel on the left side search for the ‘Lexamica Actions’ component and drag it to the right side of the Record Page;

  1. Click Save on the top right of the page.

  2. Repeat steps [1-3] for the Litify Matter Record Page and add the ‘Litify Actions’ component.

Setup Page Layouts

To have access to the Lexamica Matter record from Litify Intake or Matter records, the Lookup field should be added to the Page Layouts:

  1. Go to Setup => Object Manager;

  2. Search for the ‘Intake’ object and open the page Layouts section;

  1. Select the preferred Page Layout and add the ‘Lexamica Matter’ Lookup field on it;

  1. Click Save.

  2. Repeat steps [2-4] for the Matter Object and add the ‘Lexamica Matter’ field to the Page Layout.

  3. Search for the ‘Lexamica Matter’ object and open the page Layouts section;

  4. Select the Page Layout and add Intake and Matter fields:

Assign Permission Set

Notes: If the user is not a System Administrator, ensure that they have the 'Modify All Data' and 'Modify Metadata' permissions. Otherwise, if the user has the System Administrator Profile, you can skip this step and proceed to the next one.

  1. Go to Setup => Permission Sets;

  2. Search for the ‘Remove_Lexamica_Metadata’ Permission Set;

  1. Open it and click the ‘Manage Assignments’ button;

  2. Assign this Permission Set to the User, who will remove the metadata;

Note: If the user is not a System Administrator, ensure that they have the 'Modify All Data' and 'Modify Metadata' permissions

Remove Lexamica Metadata

  1. Go to Lexamica App;

  2. Click on the action button on the top right of the Data Integration Information component;

Note:If you do not see this action button, ensure the current user has the ‘Remove Lexamica Metadata’ Permission Set assigned according to these steps.

  1. Click the ‘Remove Lexamica Metadata’ button;

  2. Enter ‘REMOVE’ and click confirm;

  1. Once the removal is completed, you will receive a notification in the top right corner.

Remove Lexamica Action component from Lightning Pages

If Lightning Web Component Bundle errors prevent you from uninstalling the package, you need to delete them from Lighting Pages, where they were added on installation.

  • Open highlighted pages.

  • Click on the gear icon top right side of the Intake record page and click Edit Page;

  • Make sure the Lexamica Actions component is removed from the Page;

  • Click Save;

Delete Permission Set Group Assignments

  1. Go to Setup => Permission Set Groups;

  2. Click on ‘Lexamica_Admin’ Permission Set Group;

  1. Click on ‘Lexamica_Admin’ Permission Set Group;

  2. Click on the ‘Manage Assignments’ button;

  3. Remove assignments from each user;

  4. Repeat steps 3-5 for the ‘Lexamica_User’ Permission Set Group;

Uninstall Lexamica Package

  1. Go to Setup => Installed Packages;

  2. Find the ‘Lexamica’ package and click delete;

  3. Follow the salesforce instructions to complete deletion;Steps Pending

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