CXG WeCom Feature Configuration

Go to Salesforce Setup. In the Quick Find box on the left, enter Permission Sets and select Permission Sets. Click the New button.

Enter the following information:

• Label: CXG WeCom Proxy App Assignment

• API Name: CXG_WeCom_Proxy_App_Assignment (The system automatically populates this field.)

• User License: Select Salesforce.

• Click Save. The page automatically redirects to the details page of the new permission set.

Click Manage Assignments at the top. Click the Add Assignment button on the right. Select the employees who need to use this feature, then click Assign. Finally, click Done.

Return to the Permission Set list page. Click CXG Use WeCom Proxy User Mapping to access its details page. Click Manage Assignments at the top. Click Add Assignment on the right, then select the employees to assign.

Go to Setup > Apps > External Client Apps > External Client App Manager. In the list, find the application named WeCom Jwt.

Tip: If you cannot find this application, contact your system administrator to update your CXG installation package to the latest version.

Click the application name to access its details page. Locate the Policies tab and click the Edit button on the right. Expand OAuth Policies > Plugin Policies. Set the value of Permitted Users to Admin approved users are pre-authorized.

• If a confirmation dialog box appears, click Confirm. The page then refreshes, and new options become available.

• In the App Policies section, locate Select Permission Sets. Move the permission set CXG WeCom Proxy App Assignment that you created in Step 1 from the Available box on the left to the Selected Permission Sets box on the right. Click Save.

To allow employees to link their Salesforce accounts to WeCom accounts, system administrators must add this feature component to Salesforce user profile pages.

Proceed as follows:

• In Salesforce, click your profile picture in the upper-right corner, then click your username to access your personal details page. Click the Setup icon in the upper-right corner of the page, then select Edit Page.

• The system opens the Lightning Page Editor. In the component list on the left, locate the component named CXG WeCom User Mapping. Drag this component to the appropriate location on the page. Finally, click Save to save the page layout.