The Unbabel Connector for Salesforce is a pre-requisite for the installation of any Unbabel application in Salesforce. The Connector package will generate the appropriate rules and permissions that allow for the communication between your Salesforce organization and our translation pipeline to occur smoothly.

Installation

You can find a step-by-step illustrated guide attached to this article.

The guide is prepared and explained for Salesforce Classic, so it is recommended that users of Lightning switch to this mode just for installation purposes.

Firstly, an Admin should already be logged in into the target Salesforce organization. Next, copy the the URL provided in the guide.

A screen will appear where you should select "Install for Admins Only" and click "Install":

Next, a window will appear requesting that you approve the Unbabel Endpoints: click continue.

An installation screen reading Complete should appear eventually; just click Done.

Configuration steps

After installing the connector a few configuration steps are necessary:

- Assigning users to a Permission Set: a Permission Set for this App needs to be assigned.
Go to Setup → Manage users → Permission Sets → Unbabel API Permissions, click Manage assignments and then Add assignments once you select the users you wish to allow working with an Unbabel app.

- Connecting to the Unbabel API: select Unbabel API from the Apps menu. Verifying that the app is selected in the top right corner (reading precisely Unbabel API), click the Unbabel - Configuration Menu tab.
The page should now have reloaded and the Unbabel Setup section should now be unlocked. A form should be displayed. Fill it in and hit the CREATE APP button.
After this, you need to wait 10 minutes before moving on with the configuration, as the changes need to be updated on Salesforce's end. When done, the page renders automatically to a menu displaying the message “Ready to connect”. If that does not happen within 10 minutes, press the Click here button.

This will lead you to an OAuth page where you authorize the connection of the connected app that has just been created. After clicking Allow, you should automatically be redirected to the User Page Layout menu in your Salesforce org.

- Configure Page Layouts: Once you find the User Page Layout menu, click Edit next to the User Page Layout that you want to edit. For all the Page Layouts you are using, you will need to create a new Section "Unbabel" and add the Unbabel fields Unbabel Known Languages and Unbabel Main Languages. Their content will be "sample text". Click Save.

Testing the connection

Head back into the Unbabel - Configuration Menu tab, which should by now have turned into a verification tool. To verify the success of the connection setup, click the TEST button. This will trigger a machine translation request that will have no costs whatsoever to your company. Once the translation arrives a successfully verified message will display.

Head to the Unbabel Translation Permission section. You will find two checkboxes: Machine and Human. By selecting Machine you will configure a Sandbox Installation (MT-only), while Human is associated with the production, full MT+HT flow. Please refer to your Program Manager or CSM for instructions on this subject. Once you make the selection, click Save. A message at the top of the panel reading “Success: Configuration Updated” will signal the end of the installation.

Should you encounter any difficulties during the installation process, please reach out to us at customer.happiness@unbabel.com. We are pleased to help you.