App Embed-Use Cases

Shopify <> UnifyApps Integration 

Overview

Embedding UnifyApps applications in Shopify allows seamless integration of UnifyApps features within your Shopify store. 

Step-by-Step Instructions

Step 1: Add Shopify Token to the Application

• For the application you want to embed, you will need to add the Shopify token to it to enable proper integration.

• To obtain the required credentials, contact support@unifyapps.com.

Step 2: Search for UnifyApps in the Shopify App Store

• Navigate to the Shopify App Store and search for "UnifyApps".

Step 3: Install the UnifyApps Application

• Click on the UnifyApps application and install it in your Shopify store.

Step 4: Provide a Tenant App URL

• Inside the UnifyApps application, provide the main URL of the environment your application is hosted on. For example: https://xyz.abc.unifyapps.com

Step 5: Navigate to the Online Store Customization Section

• Go to the online store where you want to embed the UnifyApps application.

• Click on Customize to modify the store layout.

Step 6: Add UnifyApps as a Section

• In the Sections tab, click Add Section at the desired location within the sequence of elements on your page.

Step 7: Configure UnifyApps Interface

• Select UnifyApps from the available sections.

• Enter the required Interface ID and Page ID based on your application’s URL structure.

  • Example URL: https://xyz.unifyapps.com/p/0/interfaces/interface-ID/builder/page-Id

Step 8: Adjust the Display Width

• Configure the width of the UnifyApps interface according to your store layout needs.

Salesforce <> UnifyApps Integration

Overview

Embedding UnifyApps applications in Zendesk allows seamless integration of UnifyApps features within your Shopify store.

Step-by-Step Instructions

Pre Requisite 1

• Ensure that “Allow Authorisation Code and Credentials Flows” is enabled in OAuth and OpenID Connect Settings.

• This is required to fetch Salesforce data in UnifyApps
  

  
  

Pre-Requisite 2

Enable “Use Lightning Web Security for Lightning web components and Aura components” in Session Settings.

Step 1: Install UnifyApps

• Open the following link to redirect to the installation screen. (Unify Apps package will be available in AppExchange in 1-2 months, as it is currently undergoing approval process.)

• Choose Install for All Users. 

• Click on Install Button.

• Approve third-party access on Salesforce and click on "Continue."

• You will have to wait for a few minutes for the installation to complete.
  

  
  
  
  

Step 2: Configure UnifyApps

• In Salesforce, Click on App launcher and open Unify Apps configuration.

• Enter Domain & Tenant ID

Step 3: Authenticate UnifyApps

• Go to the setup page under Settings.

• Search for Auth Providers in setup.

• Create a New Auth with AuthProvider Named “UnifyAppsAuthProvider”
  

  
  

• Choose UnifyAppsAuthProvider as Provider Type. 

• Keep Name & URL Suffix as unifyapps.

• Choose an admin from your SF org for Execute Registration As Field.

• Click on Save Button
  

  
  

Step 4: Named Credentials

• Search for Named Credentials in Setup.

• Edit unifyapps named credentials
  

  
  

• Choose OAuth 2.0 as Authentication Protocol. 

• Choose unifyapps as Authentication Provider.

• Select “Start Authentication Flow on Save”

• Click on Save Button

  
  

Step 5: App Builder

• Open Page where you want to add UnifyApps Interface component

• Search for UnifyApps Interface component in Custom-Managed Components.

• Drag and Drop UnifyApps Interface component in the screen to add it

• Add Interface and page id to render UnifyApps application page.
  

  
  

Zendesk <> UnifyApps Integration

Overview

Embedding UnifyApps applications in Zendesk allows seamless integration of UnifyApps features within your Zendesk support environment. 

Step-by-Step Instructions

Step 1: Search for UnifyApps in the Zendesk App Store

• Navigate to the Zendesk App Store and search for "UnifyApps," or follow this link: UnifyApps on Zendesk Marketplace.

Step 2: Install the UnifyApps Application

• Click the Install button to add the UnifyApps application to your Zendesk support environment.

Step 3: Configure UnifyApps in Zendesk Support Apps

• Go to Apps and Integrations under Zendesk Support Apps.

• Fill in the required configuration details:

  • Title – Provide a relevant title for the integration.

  • Domain – Enter your UnifyApps domain (e.g., xyz.prod.unifyapps.com).

  • Tenant ID – Specify the tenant ID associated with your environment.

  • Interface ID – Enter the interface ID corresponding to your application.

  • Page ID – Provide the specific page ID to be used.

  • Height – Adjust the height settings for the embedded app.

  • Role-Based Access – Enable role restrictions and select which roles should have access to this app.

  • Group-Based Access – Enable group restrictions and choose the groups allowed to use the app.

  • Authentication – Enter your subdomain and reauthorise with UnifyApps.

• Ensure that the Interface ID, Page ID, and Subdomain align with your application’s URL structure:

  • Example URL: https://Subdomain.unifyapps.com/p/0/interfaces/interface-ID/builder/page-Id

• Click on Install.

Step 4: Place the Embedded Apps

• Position the UnifyApps embedded applications in your Zendesk environment based on your business needs.

Best Practices

1. Generate a session ID by creating an authentication token for UnifyApps on the server side, behind your local authentication system

2. Maintain separate environments for production and development, and configure them to point to their respective UnifyApps environments.