In order to complete the next steps, you can access your Org in Lightning Experience or Classic. We detail how to complete them in both views.
1. Configure Salesforce Site
- From Setup, click:
In SF Lightning: Sites and Domains > Sites.
In SF Classic: Build> Develop> Sites.
a. If you do not have a domain set:
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Enter the chosen domain for your site
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Click Check availability.
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Tick I have read the terms of use....
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Click Register Myforce.com Domain.
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Continue creating the Site(s).
b. If you already have a domain/After finishing point a above:
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Click New to create a Salesforce Site.
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Complete Site Edit with the information from the table below.
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Click Save.
| Field | Description |
|---|---|
| Site Label | Fielo. |
| Site Name | Fielo. |
| Site Contact | Name of Salesforce Administrator. |
| Active | |
| Active Site Home Page | Click the 🔎 and choose SiteLogin . |
| Clickjack Protection Level | Allow framing by the same origin only. |
2. Configure Guest User Profile (In this case, only for Registration)
- From Setup, click:
In SF Lightning: Sites and Domains > Sites.
In SF Classic: Build> Develop > Sites. - In Site Label, click Fielo to access Site details.
a. Click Public Access Settings.
b. Click Edit.
c. From Standard Object Permissions section, set the following permissions for the objects listed below:
| Objects | Permission |
|---|---|
| Contacts | Read. |
| Documents | Read. |
d. From Custom Object Permissions section, set the following permissions for the object listed below:
| Objects | Permission |
|---|---|
| Members | Read, Create and Edit. |
e. Click Save.
f. From Field-Level Security section, click View for Member.
g. Click Edit.
h. Tick all Read Access and Edit Access checkboxes for every field. Important!: if Edit Access is not available to be checked, tick the Read Access checkbox.
i. Click Save.
3. Configure Login Settings for Salesforce Site.
- From Setup, click:
In SF Lightning: Sites and Domains > Sites.
In SF Classic: Build > Develop > Sites. - From Site Label, click Fielo.
- Click Login Settings.
- Click Edit and complete the following information:
| Field | Select |
|---|---|
| Enable Login For | Customer Portal: Fielo (See Configure a Salesforce Customer Portal for Fielo). |
- Click Save.
4. Configure REST Custom Setting
REST Custom Setting for Members and Redemption ItemsThe steps below should be applied when Members and Redemption Items include an External ID different from Salesforce Record ID.
- From Setup, click:
In SF Lightning: Custom Code > Custom Settings.
In SF Classic: Build > Develop > Custom Settings. - Choose REST Settings.
- Click Manage > New.
- Complete the complete the following information:
| Field | Description/Value |
|---|---|
| Owner ID | Salesforce User ID that will act as the owner. Most probably, this will be the System Administrator. |
| Profile ID | Salesforce Profile ID. New Users will be assigned this Profile. |
| Member External IDs | A comma-separated list of fields (must be their API name) to return new fieldsets in the response (e.g. FieloPLT__Account__c;FieloPLT__ExternalId____c). |
| Redemption Items External IDs | A comma-separated list of fields (must be their API name) to return new fieldsets in the response (e.g. FieloPLT__Account__c; FieloPLT__ExternalId__c). |
Good work!You've finished the configuration for Fielo's REST API.