You can set-up auto-login flows in Salesforce that ensure users are automatically logged in to Elements when they log in to Salesforce. This is required to have a seamless and frictionless transition between both apps.
Article outline:
Prerequisites
Create a VisualForce Page
Create Login Flows for required Profile referencing the VF page
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Prerequisites
Need to provision your users from the Production Org to the Elements App. Follow the steps outlined in this article.
Create a VisualForce Page
In Salesforce, go to the Elements app, selects the Elements Settings tab and the Elements Login Flow sub tab.
Create a new VF Page.
Give it a name and check the "Available for Lightning Experience... " check box
Delete the code that is in the empty VF Page and paste in this code below :
<apex:page controller="Q9.ElementsGenericExtensionController" action="{!setElementsLoginTokenToCookie}"></apex:page>Save the VF Page.
From the list of VF Pages, set up Security for each Profile.
Create a Login Flow for each Profile, referencing the VF Page
For each Profile:
Create a new Login Flow
Select the VisualForce Page you have just created.
Select the user license and Profile to apply this Login Flow to
It's crucial that you grant access to the VF page for each user profile you want, otherwise your users will receive an error message.
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