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Using via Managed Package

tip

The Canvas App is currently in early access. If you're interested in using the Canvas App or want to learn more, reach out to our support team or your account manager for more information and to request access.

The Salesforce Managed Package requires a subscription and is available on a per-user basis or on an org-wide basis.

What is the Salesforce Managed Package?​

The Salesforce Managed Package is a Salesforce Canvas application that allows you to access Jetstream features directly within the Salesforce interface. With the Managed Package, you can run queries, view results, and manage your Jetstream data without leaving Salesforce.

When using the connected app, none of your Salesforce record data is processed via Jetstream's servers. Instead, the app uses Salesforce's Canvas SDK to make API calls directly from your browser to Salesforce, ensuring that your data remains secure and private.

Jetstream never stores any Salesforce access tokens or data from the connected app, and all interactions with Salesforce are handled securely through the Canvas SDK.

Known Limitations​

While the Managed Package provides convenient access to Jetstream features within Salesforce, there are some limitations to be aware of:

  • Working with multiple orgs at the same time is not currently supported within the Canvas app.
    • For deployment features that work with multiple orgs, you will need to download the metadata and then re-upload in the target org.
  • Ability to sync query history between different orgs and platforms (we plan on delivering this as an opt-in feature in the future)

Getting Started​

Reach out to our support team for installation instructions.

After installing the package, an administrator will need to configure access by pre-authorizing users or allowing users to self-authorize.

We recommend pre-authorizing users to provide a smoother experience, but the self-authorization flow is also available if needed.

The Self-authorization flow allows users to authorize themselves to access the Jetstream Canvas App without requiring administrator intervention.

Configuring Access​

  1. Navigate to Setup > External Client App Manager in Salesforce
  2. Find Jetstream Canvas App in the list and click on the name
  3. Click Edit on the Policies tab
  4. Add the Jetstream Permission Set to the list of Selected Permission Sets
  5. Expand the Oauth Policies accordion and change the Permission Users to Admin approved users are pre-authorized
External Client Application Configuration

Accessing the App​

Jetstream is available as a tab within Salesforce, but can also be accessed in full-screen mode by navigating directly to the application URL.

https://{your-domain}.my.salesforce.com/apex/jetstream__JetstreamPage

Bookmark this page or create a link or button to easily navigate here from within Salesforce.

You can access Jetstream from the App Launcher in Salesforce. Simply search for "Jetstream".