Salesforce Post-Deployment Steps
Invoke the Anonymous Window:
- Setup > Developer Console > Debug. Open Execute Anonymous Window.
- Run the following code in Anonymous window to create the Streaming API:
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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:
- Setup > User Interface > Tabs. Under the custom Object Tabs section, click New.
- Object Field: Select each of the following objects from the object drop down list:
- SMS Storage
- requestMessageHistory
- Scheduled Message
- Tab Style:
- Select Castle for SMS Storage and requestMessageHistory objects
- Select Mail for Scheduled Messages
- Setup > Apps > App Manager > New Lightning App. Create an app consisting of the following tabs:
- Contacts
- Cases
- Campaigns
- SMS Storage
- requestMessageHistories
- Scheduled Messages
- Select the listed tabs from the Available Items column, and move them to the Selected Items column.
- Select the user profiles to give them access to the Lightning App you are creating.
- After selecting the user profiles, click Save & Finish to create the Lightning App.
- Click the App Launcher menu button.
- Search for the name of the Lightning App you created, and select the app to launch it.
- Create the SMS Admin Page tab.
- Setup > Developer Console > File. Open Lightning Resources > Filter > AdminPageApplication_v2 > Open Selected > Preview.
- Copy and paste the URL of the admin web page.
- Setup > Tabs > SMS Admin Page > Edit. Paste the copied URL in the URL field.
- Add/Create at least one Active Action on the Admin Page.
- Add the SmartFlows API in Remote site setting (https://smart-flows.intelepeer.com/v2/api/apitriggers)
- Create a lightning connected app to connect to Salesforce from the SmartFlows.
- After creating the app, follow the procedure on how to connect to Salesforce.
- Drag the ChatBox component to the contact record detail page from Lightning App Builder.
- 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.
- 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.
- 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
- Go to Setup > Object Manager > SMS Storage > SMS Storage Layout Page. Add fields to the SMS Storage Detail section, whichever is required to you.
- Drag the CampaignChatBox component to the campaign record detail page from lightning app builder as mentioned previously for ChatBox component.
- Drag the ChatBox component to the case record detail page from Lightning App Builder.
- Give field level access to contact’s Promo and NOC custom field by following the same procedure as described previously for SMS Storage object.
- 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.
- 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.