Prerequisites

• Your org should have FieloPLT installed.
• FieloPLT should have at least one program.
• You should have 1 custom object available on your org.

Install the Fielo Time-Based Events package

Click here to log in to your org and begin installation.

Choose which users in your org will be configuring. If it will be just you and/or other system admins, select Install for Admins only and click Install. When the installation process concludes, you will be notified by email.

Provide user permissions

Grant the following permission set to users who will access or run batch Apex jobs on behalf of Fielo Time-Based Events:

• FieloTBEAdmin

Add Date of Birth field to Member

To reward members on their birthday, you'll need to add a Date of Birth field to the Member object.

From the Object Manager, go to the Member object and, in Fields & Relationships, create a field of type Date.

The field can have any label, but its name should be DateOfBirth such that its API name becomes DateOfBirth__c.

Of course, this field will need to be populated with birthdates for each of your members.

Add Types to Event

Fielo Time-Based Events work by creating Event (FieloPLT__Event__c) records of specific types that can then be incentivized.

It includes two out-of-the-box event configs that create events of type Birthdate and Anniversary. To use them, the Type picklist of Event (FieloPLT__Event__c) needs these two values.

From the Object Manager, go to the Event (FieloPLT__Event__c) object and, in Fields & Relationships, select the Type picklist field.

Add the following values:

• Birthdate
• Anniversary

👍

Great job!

You're officially ready to use Fielo Time-Based Events. Now you can create your first event configs.