For Enterprise Admins: Lucidchart Sales Solution Licensing and Management

Read this article to learn how to set up the Lucidchart Sales Solution for your Enterprise account and to learn how to manage your users' Lucidchart Sales Solution licenses. To upgrade to an Enterprise account, please contact our sales team

  1. Log in to Lucidchart.com.
  2. Click the “TEAM” icon at the top of your Documents Page.
  3. Click the “App Integration” tile.
  4. Click the “Salesforce” tile.
  5. You will be prompted to connect your Salesforce account. Select either “Production instance” or “Sandbox instance,” and click “Sign In” to sign into your Salesforce instance in a new browser window.
  6. Once you login to Salesforce, you will see a message indicating you have successfully connected your Salesforce account to Lucidchart.
  7. Click the “TEAM” icon again.
  8. Select the “Identity Management” tile.
  9. Ensure that the “Allow Salesforce single sign-on” box is checked. This allows you to open Lucidchart from Salesforce.
  10. Login to Salesforce.
  11. Click “Setup” from the top panel.
  12. Navigate to “Customize” > “Accounts” > “Buttons, Links, and Actions.”
  13. Click “New Button or Link."
  14. If you are setting up the button without a template, enter the following information:
    • Label: Lucidchart Account Map
    • Display Type: Detail Page Button
    • Behavior: Display in new window
    • Content Source: URL
    • URL for the large input:
      • Production instance: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}
      • Sandbox instance: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?environment=sandbox
      Note: There should be no ‘returns’ or ‘enters’ in the text for the large input. If there are any after copying this text into the input in Salesforce, remove them before saving the button. The text in the input should match the link shown above.
    If you are setting up the button with a template, enter the following information:
    • Label: Lucidchart Account Map
    • Display Type: Detail Page Button
    • Behavior: Display in new window
    • Content Source: URL
    • URL for the large input:
      • Production instance: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=<Your Template ID Here>
      • Sandbox instance: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=<Your Template ID Here>&environment=sandbox
      Note: Make sure to replace “YOUR TEMPLATE ID HERE” with the template document ID. You can find the document ID in the document URL. Copy and paste the numbers after the word “edit.” You do not need to include the “/0” at the end of the URL.

      Please also note that you should not have the <> symbols in the link. So if your document ID were 123-456-789, then the link would be: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=123-456-789
  15. Click “Save.”
  16. Navigate to “Customize” > “Accounts” > “Page Layouts.”
  17. Find the row for the page layout to which you wish to add the button and click “Edit.”
  18. Select "Buttons" on the left of the Account Layout box and drag the Lucidchart. Account Map button to the Custom Buttons area of the Account Detail section.
  19. Click “Save.”
You will now find the “Lucidchart Account Map” button on your Account pages.
  1. Login to Lucidchart.com
  2. Click the “TEAM” icon at the top of your Documents Page.
  3. Click the “App Integration” tile.
  4. Click the “Salesforce” tile.
  5. You will be prompted to connect your Salesforce account. Select either “Production instance” or “Sandbox instance,” and click “Sign In” to sign into your Salesforce instance in a new browser window.
  6. Once you login to Salesforce, you will see a message indicating you have successfully connected your Salesforce account to Lucidchart.
  7. Click the “TEAM” icon again.
  8. Select the “Identity Management” tile.
  9. Ensure that the “Allow Salesforce single sign-on” box is checked. This allows you to open Lucidchart from Salesforce.
  10. Login to Salesforce.
  11. Click the gear icon and select “Setup.”
  12. Search for “Object Manager” in the Quick Find search bar.
  13. Click “Account.”
  14. Click “Buttons, Links, and Actions” and select “New Button or Link.”
  15. If you are setting up the button without a template, enter the following information:
    • Label: Lucidchart Account Map
    • Display Type: Detail Page Button
    • Behavior: Display in new window
    • Content Source: URL
    • URL for the large input:
      • Production instance: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}
      • Sandbox instance: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?environment=sandbox
      Note: There should be no ‘returns’ or ‘enters’ in the text for the large input. If there are any after copying this text into the input in Salesforce, remove them before saving the button. The text in the input should match the link shown above.
    If you are setting up the button with a template, enter the following information:
    • Label: Lucidchart Account Map
    • Display Type: Detail Page Button
    • Behavior: Display in new window
    • Content Source: URL
    • URL for the large input:
      • Production instance: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=<Your Template ID Here>
      • Sandbox instance: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=<Your Template ID Here>&environment=sandbox
      Note: Make sure to replace “YOUR TEMPLATE ID HERE” with the template document ID. You can find the document ID in the document URL. Copy and paste the numbers after the word “edit.” You do not need to include the “/0” at the end of the URL.

      Please also note that you should not have the <> symbols in the link. So if your document ID were 123-456-789, then the link would be: https://www.lucidchart.com/sfdc/accountMap/{!CASESAFEID(Account.Id)}?template=123-456-789

Read on to learn how to set up a template for new account maps created with the Lucidchart Sales Solution. Templates apply to any new document created via Salesforce, and do not affect existing documents.

  1. Build the document you want to use as the account map template for your organization.
  2. Navigate to your documents list, right-click on the document, and select “Convert to Template.”
  3. Select “Sales” as the template category and click “Save.”
  4. Share this template with your team and grant them “view” access.
  5. Right-click on the template and select “Edit Template” to open the document.
  6. Copy the template’s document ID from the Lucidchart URL. The document ID is the string of numbers found after “edit/” and before the final “/” mark.
  7. Reference the Lucidchart Sales Solution setup instructions for Salesforce Classic or Salesforce Lightning to learn how to set this template as the default for all new account maps created by your organization. 

To manage your Lucidchart Sales Solutions licenses, follow these steps:

  1. Click “TEAM” to navigate to your admin panel.
  2. Click the “Users” tile.

    UserTile.png
  3. On the bottom left corner of the page, you will see how many Lucidchart, Lucidpress, and Lucidchart Sales Solution licenses have been used.

    Licenses.png
  4. Click on a user’s name from the user list.
  5. Right-click and select “Edit Licenses.”

    Edit.png
  6. Check the box next to “Lucidchart Sales Solution” to grant the user a Lucidchart Sales Solution license or uncheck the box to delicense the user.

    CheckLCSSLicense.png
  7. Click "Confirm."

Please contact our sales team to purchase Lucidchart Sales Solution licenses for your Enterprise account.

Phone: (844) 465-8243

Email: sales@lucidchart.com



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