Articles on: FillDesk

FillDesk Salesforce Installation and Setup Guide

Package Installation


Install the "FillDesk" managed package from the package installation link or from the Salesforce AppExchange listing. Select Install for Admins Only


Direct installation link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tTr000000kUzBIAU



"Install for All Users" makes the package available organization-wide, ideal for site licenses. It appears in the App Launcher for all users, subject to their permissions. This option is typically preferred for immediate deployment and when the package functionality is intended for the entire organization.


You need Permissions to Download AppExchange Packages. If you receive an error saying "This Package can't be installed. The requested package doesn't exist yet or has been deleted..." please follow this guide or check your permissions in this guide: How to Verify if a User Has Permission to Install Packages in Salesforce

  • Accept the remote site permissions and follow the standard Salesforce package installation prompts.



Named Credentials Setup


  • In Salesforce Setup, navigate to Security > Named Credentials. Select the legacy named credential from the list and click Edit



  • Enter the following details and click Save:

Username: any

Password: security token provided by the PipeLaunch team

Callout Options > Allow Merge Fields in HTTP Header: ✅


Make sure to leave the checkbox Allow Merge Fields in HTTP Header. Any misconfiguration will result in failed API calls and prevent the application from functioning.



Trust your Lightning domain for inline preview

FillDesk renders documents inside a Visualforce page that the Lightning component loads in an <iframe>. By default, Salesforce's protection blocks this cross-origin framing, so you need to add your Lightning domain to the Trusted Domains for Inline Frames allowlist. Without this step, users will see an error similar to <host>--filldesk.vf.force.com refused to connect and the preview will not render.

In Salesforce Setup, type Session Settings into the Quick Find box, then open Security > Session Settings. Scroll down to the Trusted Domains for Inline Frames section and click Add Domain. Enter your org's Lightning domain as a full HTTPS origin (scheme and host only, no path, no trailing slash).


Examples:

Production: https://acme.lightning.force.com

Sandbox: https://acme--partial.sandbox.lightning.force.com





Assign Permission Sets

In Salesforce Setup, navigate to Users > Permission Sets.



  • Find and select the FillDesk Permission Set. Click to open it.
  • Click on the Manage Assignments button


  • Select all users or profiles that require access to the FillDesk functionality and click Next and then Assign to confirm the operation.



Add components to the page layout


  • Navigate to an example Account (if you are using Person Accounts), Lead, or Contact record. Click the Setup gear icon and select Edit Page to open the Lightning App Builder.





  1. In the list of Lightning Components on the left, find the FillDesk components. Drag the components onto the desired location on the page layout.


k Save If prompted, Activate the page for the desired org, app, and profile combinations.

Repeat for other FillDesk components as needed.



Setup Lightning Web Security (LWS)


Ensure the following is configured in your Salesforce org:


Lightning Web Security (LWS) must be enabled. FillDesk components rely on LWS and will not function correctly without it.


To enable LWS, go to Salesforce Setup and search for Session Settings > Lightning Web Security. Toggle the setting on and save.




Disabling LWS after installation will cause FillDesk components to stop working. Do not disable this setting in production orgs where FillDesk is active.

Updated on: 12/05/2026