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Version: 2

Navigating Plinqx

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Available: Base

This guide describes how to access Plinqx in Salesforce and navigate between the main Plinqx areas typically used during configuration and administration.

Prerequisites​

  • Plinqx is installed in your Salesforce org.
  • Your user has been granted the required Plinqx permission set(s) (for example, Plinqx Administrator).

Accessing Plinqx in Salesforce​

Open the Plinqx app​

  1. In Salesforce, open the App Launcher (grid icon).
  2. Search for Plinqx and select the Plinqx app.

App Launcher

Use Plinqx tabs​

Once you’re in the Plinqx app, use the navigation bar tabs to move between Plinqx features ( Publisher, Design Studio, Transactions and Feature Management).

Plinqx app navigation

Core navigation areas​

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The exact tabs you see may vary based on permissions and which Plinqx features are enabled within your subscription.

Publisher​

Use Publisher to:

To navigate your view between the available features, use the filter icon located at the top right of the table

Publisher filters

Design Studio​

Use Design Studio to design, test and deploy JSON-to-JSON transformations using a visual designer.

Transactions​

Use Transactions provide an auditable record of API activity processed by Plinqx in Salesforce.

Feature Management​

Feature Management provides you with a view of features enabled in your current Plinqx subscription. You will also be able to see your license type as well as when your subscription expires.

Feature Management