Files
usmt-dash/Documentation/Salesforce.md
T
Johan Sandoval 1c531bc2ab Generalize USMT Dash and add a containerized demo mode
Remove all environment-specific data and make the dashboard adoptable
anywhere, then add a demo that runs the real PowerShell services.

- Strip cached device data, internal knowledge-base articles and
  screenshots, server/site names and the old project notes; replace the
  knowledge base with generic sample articles and diagrams
- Move every environment value into Config/usmt-dash.psd1
- Route all infrastructure access in the worker and Get-Software.ps1
  through a provider (Providers/SCCM.ps1), with a config-driven asset
  inventory view instead of a hard-coded custom class
- Add Providers/Demo.ps1: a deterministic simulated fleet whose
  migrations progress in real time, and Demo/New-DemoData.ps1 to seed it
- Server: -Demo makes the API read-only; add get-config and get-logs;
  serve static files only from web/, Documentation/ and an allowlist of
  Data/ files with a path-traversal guard; gzip large responses
- Mirror both services' console output to Data/Logs via a Write-Host
  proxy, and add a terminal panel to the dashboard that streams it
- Demo sandbox (web/demo/demo.js): visitor changes to tags, articles and
  images are kept in the visitor's browser and echoed in the terminals;
  nothing a visitor does reaches the server
- Vendor marked, highlight.js and html2pdf.js instead of loading CDNs
- Dockerfile and compose file for hosting the demo (Coolify-ready)
2026-10-06 15:20:43 +00:00

1.0 KiB

Blue:Licensed

Salesforce

Salesforce itself is web based. Desktop components are only needed by some Sales and Support users.

Component Who needs it
Salesforce for Outlook / Outlook integration Sales reps who log email to Salesforce
Salesforce Data Loader Sales Ops / admins doing bulk imports

Install

  1. Install the components that were on the old device (check Missing Software on the All Devices page).
  2. Installer share: Copy:\fileserver\software\Salesforce
  3. Data Loader needs a Java runtime. The installer bundles one; accept the defaults.

Outlook Integration

The modern integration is an Outlook add-in deployed from the Microsoft 365 admin center. After migration:

  1. Open Outlook and look for the Salesforce button on the ribbon.
  2. If it's missing, wait for add-in sync (up to 24 hours) or ask the M365 admins to confirm the assignment.

Single Sign-On

Users sign in with Use Custom Domain > company > SSO. They shouldn't need a separate password.