Salesforce Post-Deployment Steps

Invoke the Anonymous Window:

  1. Setup > Developer Console > Debug. Open Execute Anonymous Window.
  2. Run the following code in Anonymous window to create the Streaming API:
Copy 
PushTopic pushTopic = new PushTopic();
pushTopic.Name = 'smsStreaming_v1;
pushTopic.Query = 'select id,name,Type__c,Contact__c,CaseId__c,Status__C,createddate from SMS_Storage__c';
pushTopic.ApiVersion = 43.0;
pushTopic.NotifyForOperationCreate = true;
pushTopic.NotifyForOperationUpdate = true;
pushTopic.NotifyForOperationUndelete = true;
pushTopic.NotifyForOperationDelete = true;
pushTopic.NotifyForFields = 'Referenced';
insert pushTopic;

Create a Tab for the Following Custom Object:

  1. Setup > User Interface > Tabs. Under the custom Object Tabs section, click New.
  2. Object Field: Select each of the following objects from the object drop down list:
    • SMS Storage
    • requestMessageHistory
    • Scheduled Message
  3. Tab Style:
    1. Select Castle for SMS Storage and requestMessageHistory objects
    2. Select Mail for Scheduled Messages
  4. Setup > Apps > App Manager > New Lightning App. Create an app consisting of the following tabs:
    • Contacts
    • Cases
    • Campaigns
    • SMS Storage
    • requestMessageHistories
    • Scheduled Messages
  5. Select the listed tabs from the Available Items column, and move them to the Selected Items column.
  6. Select the user profiles to give them access to the Lightning App you are creating.
  7. After selecting the user profiles, click Save & Finish to create the Lightning App.
  8. Click the App Launcher menu button.
  9. Search for the name of the Lightning App you created, and select the app to launch it.
  10. Create the SMS Admin Page tab.
  11. Setup > Developer Console > File. Open Lightning Resources > Filter > AdminPageApplication_v2 > Open Selected > Preview.
  12. Copy and paste the URL of the admin web page.
  13. Setup > Tabs > SMS Admin Page > Edit. Paste the copied URL in the URL field.
  14. Add/Create at least one Active Action on the Admin Page.
  15. Add the SmartFlows API in Remote site setting (https://smart-flows.intelepeer.com/v2/api/apitriggers)
  16. Create a lightning connected app to connect to Salesforce from the SmartFlows.
  17. After creating the app, follow the procedure on how to connect to Salesforce.
  18. Drag the ChatBox component to the contact record detail page from Lightning App Builder.
  19. Setup > Lightning App Builder. Select any Contact Record details page from Edit Page > Search Components > ChatBox. Drag the component and drop it anywhere on page.
  20. Give all the field level access to custom fields of SMS Storage object. Go to Setup > Object Manager > SMS Storage > Field & Relationships. Select any custom field.
  21. Give field level access and security to all the following custom fields:
    • Action Name
    • Campaign Name
    • CaseId
    • Contact
    • Date/Time of the Message
    • Lead
    • Message Direction
    • Message Status
    • Message text
    • Message type
  22. Go to Setup > Object Manager > SMS Storage > SMS Storage Layout Page. Add fields to the SMS Storage Detail section, whichever is required to you.
  23. Drag the CampaignChatBox component to the campaign record detail page from lightning app builder as mentioned previously for ChatBox component.
  24. Drag the ChatBox component to the case record detail page from Lightning App Builder.
  25. Give field level access to contact’s Promo and NOC custom field by following the same procedure as described previously for SMS Storage object.
  26. Give all the field level access to custom fields of Scheduled Message object and add the required fields to the layout as described for SMS Storage object.
  27. Give all the field level access to custom fields of requesMessageHistories object and add the required fields to the layout as described previously for SMS Storage object.