Configuring Language I/O Case for Salesforce

Note: This is step 3 of 6 to install Language I/O Case for Salesforce.

(Optional) See the Prerequisites to set up a language field. This is the field used to set and store the language or locale for the case, either with a defined workflow, or through language auto-detection by Language I/O.

Note: If you did not define a workflow to populate this field, the Language I/O server populates it automatically if it is left empty during a translation request to the Language I/O service.

(Optional) If you need to set up an HTML form to test case creation in a test org, go to Customize > Self Service > Web-To-Case and enable “Case Feed”.
If you do not have email drafts enabled on the site, do so:
- Navigate to Setup and enter "Support Settings" in the Quick Find box.
- Select "Support Settings".
- Click Edit:
- Check Enable Email Drafts:
- Return to the top of the page and click Save:
(Optional: for Human Translation only) Set the necessary user permissions to allow Language I/O to connect to your instance (if you have not done it in the prerequisites):
- All objects installed with Language I/O Account
- Case
- CaseComment
- EmailMessage
- Name
- OpenActivity
- Task
- Email to Case for some features.
Note: To add a new user in Salesforce, see this Salesforce documentation. If you do not have permissions to add a new user to your org, ask your Salesforce administrator to create one with the permissions listed above.