The Matik App for Salesforce enables your Matik end users to generate presentations directly from Salesforce (SFDC) without having to log in and locate a template within Matik. Inputs can also be configured to auto-populate based on mapped Salesforce fields, saving end users time when generating.
Follow the steps in this guide to to enable the recommended Salesforce App configuration. Once complete:
- A "Generate Matik Presentation" button will be added to the Account object (and any other desired objects) in your Salesforce instance.
- End users will be able to click this button to select a Matik template, review and modify input values, and generate content.
- A custom Presentations object will track all the generations in Salesforce.
The Matik App for Salesforce is compatible with all template types except Mail.
Requirements for using the Matik App for Salesforce:
- The Matik App for Salesforce only works with Salesforce Lightning and is not supported on the classic version of Salesforce.
- To set up the app:
- In Salesforce, you must be a Salesforce Admin with permission to install application packages and configure Salesforce objects and layouts. A User with a System Administrator profile or User with “Customize Application” Profile permission will suit.
- Within Matik, you must have at least Producer Admin permissions.
- To generate using the app:
- Users must have an active Matik seat
- Users must sign in to the Matik web application at least once to authorize their Matik account on Salesforce.
This article steps walks through the initial setup and ongoing management of the Salesforce app.
- Initial Installation and Setup - these steps should only need to be done once
- Configuring the Matik App - these steps need to be completed on setup, and potentially updated if you wish to make later changes to your workflow
- Managing the Matik App - notes on administering the app
Initial Installation and Setup
This section will walk you through the initial app installation and setup.
Install Matik App for Salesforce
Note that:
- You must be a Salesforce Admin with permission to install application packages and configure Salesforce objects and layouts. A User with a System Administrator profile or User with “Customize Application” Profile permission will suit.
- You must have at least the Producer Admin role within Matik.
Navigate to the Matik Salesforce AppExchange Page. (Or search for Matik on the SFDC AppExchange Website)
Click "Get It Now" and follow the onscreen instructions to sign in to SFDC and install the app on your desired Salesforce instance.
Don't worry if you get a pop-up that says "This app is taking a long time to install". This is typical and the user who initiated the installation will receive an email indicating whether the installation was successful or not.
You can visit the installed package page within Salesforce Setup to check the status (Setup > Apps > Packaging > Installed Packages). If installation is successful, Matik will appear on this page.
Once the Matik Application is installed, it will create a few new SFDC components:
- A Presentation object
- a lookup relationship between the Presentation object and the Account object
- a "Create Matik Presentation" action on the Account object
- Matik Admin and Matik User permission sets.
The Matik Application will also create a 'Matik Presentation' record type on the Task object. If you do not already have a record type on the task object you will need to also create a default record type for your existing Tasks and backfill. Please also ensure your profiles have access to both record types so users can see and create tasks.
Assign Permission Sets
Next, set up permission sets. Note: Permission Set must match Matik’s user permissions for the app to work correctly.
- For Admin Users in Matik, assign the “Matik Admin” permission set for Salesforce Users.
- For End Users in Matik, assign the “Matik User” permission set for Salesforce Users. End users will need these permissions to generate content from the SFC App. (NOTE: You can wait until you're ready for end users to start logging in and generating from the Salesforce App to complete this task.)
See this SFDC help article for more details on assigning permission sets.
Connect SFDC App to your Matik Instance
Next, you'll connect the SFDC App to your Matik instance. Note that for this step, you will need:
- Salesforce admin access
- Producer Admin access within Matik
- the "Matik Admin" permission set assigned within Salesforce
- Access to the API Clients tab within Enterprise Settings in Matik (If you do not see this tab, contact your Technical Account Manager for access).
Now that the Matik package has been installed in Salesforce, the Matik App should be available in the App Launcher.
Open up the Matik SFDC App and navigate to the Setup tab. Copy the Redirect URI that is displayed there.
Next, navigate to API Clients in Enterprise Settings in Matik. You can get there either by click on the link above redirect URI (shown in the screenshot below), or navigating to Enterprise Settings > API Clients within the Matik web app.
In the API Clients page, click "Add New Client".
In the pop-up that appears, populate:
- Name: the name for our API credentials. Choose something that's useful for your tracking, like "Salesforce App."
- Scope: this determines the permission scopes for these API credentials. You must select at least "Admin" and "End User"
-
Redirect URI: enter the Redirect URI you copied from Salesforce
Now click "Add Client."
- Copy the "Client Secret" that's shown. (You MUST track this on your side. Matik will not be able to retrieve it for you after this point).
- Copy the "Client ID" from the Clients page.
Now return to Salesforce. Populate the “Client ID” and “Client Secret” fields with the API credentials you just created. Then click “Save” to save the credentials:
Authorize Users
Next, you'll authorize your Matik account to Salesforce.
Ensure you are signed into Matik on the same browser as Salesforce
Then, in Salesforce, click "Authorize User".
A new window will open to a Matik page asking if you would like to allow Salesforce to access Matik. Click "Grant Access"
If you've followed all the steps above, you've successfully installed and connected the Salesforce app!
Configuring the Matik App for your Workflow
This section will walk you through configuring the app for your workflow.
By default, the Matik App for Salesforce is set up to work with the Account object. However, you can configure it to work with other objects, including custom objects. You can also set up mappings to allow the app to pre-populate input values based on Salesforce fields.
You should:
- Decide what Objects you want to use with the Salesforce App. You will be able to set what page layouts you want users to be able to initiate Matik generations from. (Note that the Matik App defaults to assuming you'll be using the 'Account,' object, but the app can be configured to work with any object in your Salesforce instance.)
- Decide whether you want to pre-populate input values based on Salesforce fields. For example, if you connect to the Opportunity object, you might want to pre-populate the value of an &:owner input based on the value of the Opportunity.Owner field in Salesforce. You will be able to map Salesforce fields to Matik inputs to accomplish this.
Enable "Generate" Action for Desired Objects
You will need to be a Salesforce Administrator to perform the following tasks. Please refer to SFDC's documentation on Page Layouts for SFDC specific details.
Add Presentation object to "Related Lists"
First, add the presentation related object to "Related Lists"
- Go to the "Setup" -> "Object Manager"
- Select the object you would like to add the button to (ex. Account) -> Page Layouts -> Click "edit" on needed layout* -> Add "Presentation" Related list to related lists section of the layout.
*You will likely have several layout configurations in your instance of Salesforce. Work with your Salesforce Admin to determine which layouts are appropriate for Matik features.
(To connect to objects besides Account) Add "Generate" Action
Decide if you would like your end users to be able to initiate content generate from Objects besides the Account. If so, also follow these steps.
- Go to the "Setup" -> "Object Manager"
- Select the object you wish to map to
- Go to "Buttons, Links, and Actions"
- Create "New Action":
- Action Type: Lightning Web Component
- Lightning Web Component: matik:createPresentation
- Label: "Create Matik Presentation" (or whatever label you would like to use for this button)
Add "Generate" Button to Salesforce layouts
Next, add the "Generate Matik Presentation" action button to the Account layout (and/or any desired object layouts you would like to generate content from).
- Go to the "Setup" -> "Object Manager"
- Select the Object you would like to add the button to (ex. Account) -> Page Layouts -> Click "edit" on needed layout* -> Mobile and Lightning Actions -> Add “Create Matik Presentation” button to the buttons section of the layout.
NOTE: You will likely have several layout configurations in your instance of Salesforce. Work with your Salesforce Admin to determine which layouts are appropriate for Matik features.
By default, the button is labeled "Generate Matik Presentation", but you can customize the name if desired.
- To change the name on the Account object:
- In setup go to Translation Workbench Override: Setup > User Interface > Translation Workbench > Override
- Select Matik Package
- Choose Language: most likely English
- Select Action Setup Component
- Select Account Object
- Find the Create Matik Presentation action in the list
- Double-click the "Quick Action Label Override" section for the button and enter your desired label
- Save
- To customize the name on other Objects, just enter a different label as described in the steps above.
Map Matik Inputs to Salesforce Fields
Next, map Matik inputs to Salesforce fields. This will allow the Matik App to pull data from the current Object page and pre-populate input values based that data. For example,
- Say that map the Account object's Name field to the Matik &:account_name input
- A user initiates generation from the Account record for 'Acme Corp'
- Then the inputs form will automatically pre-select 'Acme Corp' as the value for &:account_name.
This can help save time for end users.
Note: it's possible to skip this step. Users will still be able to initiate generation. They will just need to manually fill out all the input value selections in the form.
Follow the steps below to set up mapping.
Map the Matik Application to Desired Objects
When the Matik app for Salesforce is installed, the Account object is automatically configured for mapping.
If you want to use Matik with additional objects, you will need to complete the steps below. Follow this section of the guide if you do not see your desired Object as an option when mapping Salesforce fields to inputs.
You must be a Salesforce administrator to add additional objects to be mapped to Matik inputs.
Manually create the lookup relationship between the Presentation object and the Object you wish to map to and create the generated presentation action using the steps below:
- Go to the "Setup" -> "Object Manager"
- Select"Presentation"(matik__Presentation__c) Object
- Go to the "Fields & Relationships" and create a new field
-
- Step 1: Choose Data Type: Lookup Relationships
- Step 2: Related To: (Select the object you wish to generate a presentation from e.g. Account if you want the "Generate Matik Presentation" button on the account page)
- Step 3: API Name for the Lookup object: Name it in accordance with the desired object. e.g. "Account__c" or "MyCustomObjName__c" (Salesforce will append "__c" automatically)
- Steps 4-6: (Label should match desired object name)
-
Map SFDC Fields to Matik Inputs
Now you should be ready to map Salesforce fields to Matik inputs.
- Select either (1) "All Inputs" or "By Template"
- "All Inputs" mapping will apply everywhere a given input is used, across all templates in Matik
- "By template" mapping will only map inputs in the selected template, even if that input exists in other templates.
- (If By Template) Select the Template you would like to map inputs
- Select the Matik input you would like to map
- Decide whether you want users to be able to override the input value, and set the "Enable Value Override" toggle accordingly.
- If you want to allow users to override the value received from the mapping, toggle the "Enable Value Override" switch on.
- If you want to prevent end-users creating a presentation from changing the input value pulled from Salesforce, toggle the switch off. "Read Only" will be displayed next to these inputs
- Under the Fields Mapping section, select the appropriate object you would like to map to. (If you don't see the object you're looking for, make sure you followed the steps in Map the Matik Application for Salesforce to Objects.)
- Search for a field or select one from the dropdown. If you select another Salesforce object, you must select a field from the object.
- If your input is a Matik Mapped input (e.g. a different value is inserted in dynamic content than what is displayed to the end-user), map your input in SFDC directly to the final inserted field entered in your dynamic content.
- (Optional) Enter a Default Value for the field. This value will be populated if the mapped salesforce field is empty. This may also be filled out for any unmapped fields, however, if value override is enabled, end users will not be able to change this value.
- The input will pre-populate with this default value whenever a user opens the input form.
- You can set whether end users can override this default value or not.
- For date and date range inputs: you can set either an absolute date (eg. "1/1/2025") OR a relative date (eg. "0 days ago") as a default.
- Click "Save"
Repeat the above steps for all inputs and all templates you wish to be mapped. End users will have to fill out any inputs required for a presentation that are not mapped when generating the presentation.
The values in Salesforce mapped to Matik inputs must be an exact match for input mapping to work properly. For example, Consider an "Account_Name" Matik input mapped to "Account Name" in Salesforce. In Salesforce, there is an account named "Google LLC", however, in the data sources that use the input, the account is listed as "Google". This will likely cause errors when generating the presentation depending on how Matik is configured. If possible, use identifiers for mapping, such as Account ID, rather than names, and perform data quality checks on all mapped fields to ensure matching.
Enabling PDF Download from the SFDC App (optional)
This is an optional step. If desired, you can allow users to also download PDF versions of their generated content via the SFDC App. (This mirrors the Creating PDFs of Presentations functionality available in the Matik web app.)
To do so, you can add a "Download PDF" action button to the Presentation object layout in SFDC.
- In Object Manager, open the Presentation object.
- Go to Page Layouts.
- Open the relevant Page Layout.
- Find the Salesforce Mobile and Lightning Experience Actions section.
- If predefined actions are used: Click Override the predefined actions.
- Drag the Download PDF action into the actions list.
- Save the Page Layout.
If you are using Salesforce Lightning, also check the Lightning Record Page:
- Open a Presentation record of the object.
- Click
Edit Page (Lightning App Builder). - Select the Highlights Panel component.
- Verify whether:
- Dynamic Actions are enabled, or
- the correct Page Layout is being used.
- If Dynamic Actions are enabled:
- Click Add Action → select Download PDF.
- Click Save and Activate (if prompted).
Once these steps are complete, users will see a "Download PDF" button on Presentation records. They can click this button to generate and download a PDF of the corresponding Matik content.
Note that this action is only available once the Matik generation is complete.
Enabling End User Generation
Run a test presentation to ensure the application and input mappings are configured correctly.
If you haven't already, make sure that end users have been granted the appropriate permissions, as described under Authorizing Users.
You're now ready to allow generating from the Matik App for Salesforce! See Generating Presentations with the Matik App for Salesforce for more detail.
Managing the Matik App for Salesforce
Managing Users and Presentations
Users are added to the Matik Application for Salesforce by being assigned the Matik Application Permission set and being a part of a Page Layout with the "Create Matik Presentation" button added. Each user must have their own Matik account and will be required to authorize their account with SFDC.
The presentations available to that user in Matik will mirror the presentations available to the user in Matik. Admins are still required to manage the presentation view status to end users through the Matik website.
Presentations Import
Presentations created in the Matik app outside of the Matik App for Salesforce will not be automatically be displayed in the corresponding SFDC object. They can, however, be imported into salesforce and mapped to the correct object. Imported presentations will appear as new presentation objects in SFDC.
To import presentations into Salesforce:
- Go to the Matik App for SFDC Setup page.
- Scroll down to the Presentations Import section.
- Apply any desired filters to locate the presentation(s) you want to import, then click Search.
- Note: Only presentations with inputs that contain values matching the relevant Salesforce Object ID can be directly mapped and imported into that specific Salesforce record.
- Presentations without a matching input can still be imported, but they will not be linked to a specific Salesforce object.
- Select the input(s) you'd like to use to map presentations to the appropriate SFDC object.
- If you want to exclude any non-mapped presentations, check the "Import mapped presentations only" box.
- Click Import to start the process.
Presentation Reporting in SFDC
The Matik App for Salesforce will install three new report types, which can be used to track Matik usage and presentation effectiveness. Note that only presentations generated from within SFDC will be reflected in these reports. Presentation report types can be found by searching "Presentations" in the "All" Category.
Troubleshooting
Health Check
The Health Check section of the Matik App for Salesforce setup page will alert admins when there is an issue with the Matik App. The most common issue is the Matik status refresh job getting suck. Using the Matik logs you can identify and resolve issues by checking the job queue or forcing a manual refresh Matik presentation statuses.
Common Error Messages
Something goes wrong!
An external endpoint error occurred: [401]
This error message typically occurs when your Matik account has been disconnected from the Salesforce app. To resolve, refresh Salesforce. When you press the "Generate Matik Presentation" button again, you will be prompted to authorize Matik.
Ensure you are signed into your Matik account on the same browser and click "Authorize Now".
If this does not resolve your issue, please reach out to Matik Support (support@matik.io) for assistance.
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