Salesforce Setup Prerequisites 

Before you begin, complete these steps ( ~10 minutes ):

• Enable the Salesforce Translation Workbench by following the steps in the Salesforce documentation

• Activate the languages you need in Salesforce. See the Salesforce documentation for more information

Step 1: Environment and Org Credential Setup 

To connect your Salesforce Org, you need to create an environment and credential:

• Go to OrgCredentials
• Click Create Credential
• Log in with your Sandbox or Production environment and allow Simple Translate to access the translations

Hint: In the Edit Environment, you can set the org to be deployable or not deployable.

Learn more in: Org Credential Documentation

Step 2: Translation Engine

A translation engine is a tool that helps you easily translate your metadata.
In the Translation Engine section, you can:

• Set the engine‘s priority (priority 1 is the default).

• Activate or deactivate the engine.

There are several translation engines to choose from:

• ST AI Default

• ST DeepL Default

• ST Google Translate Default

• ST AWS Default

• Custom Translation Management Connector

Learn more in: Translation Engine Documentation

Translation Engine Mapping

If the Salesforce translation ISO code is not the same or does not exist in the translation engine,
you can map it manually in the Translation Engine Mapping section section with a similar language.

e.g., map "de_CH" (Salesforce ISO Code) to "de" (Google Translate Engine Code)

Step 3: Glossary Setup

A glossary is a list of key terms along with their approved translations for specific languages,
helping ensure consistency across all translations.

In the Glossary section, you can:

• Create a new glossary.

• Edit an existing glossary.

• Add or update glossary terms.

Note: The glossary does not support ST AI Default.

Learn more in: Glossary Documentation

Step 4: Organization Setup

In the Organization section, you can update your company information, review billing details,
monitor token usage/limits, and manage notifications.

1. General:

   • Update company information.

   • Change company picture.

2. Billing:

   • Access your Stripe account.

   • Manage billing details.

3. Notifications:

   • Enable or disable notifications.

4. Company Settings:

   • Select the default metadata configuration.

5. Token Limit:

   • Check token consumption.

   • Manage token limits.

Step 4: Users Setup

User management is handled in the User section. Here, you can:

• Activate or deactivate users.

• Invite users.

• Change user roles.

Note: The unique user identifier is the email address.

Learn more in: Users Documentation

Need Help?

Check out our Simple Translate Documentation for extra tips and clear instructions.