Installation and Setup

Requirements

Go through all the steps from the Platform & CMS packages installation guide. When finished, you can start installing your E-Learning package.

1. Installing E-Learning package

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Please contact your Fielo account executive to request the installation link for E-Learning.

Once you've obtained the installation link, log in to your Salesforce org and access the link.

Select Install for Admins only and click Install. When the installation process ends, the ORG Administrator will be notified by email.

2. Deploying Fielo CMS-ELR Plugin (CMS-based Loyalty Portal Only)

First, access the Fielo CMS-ELR Plugin public repository on Github and click Deploy to Salesforce at the bottom of the page.

In Branch/Tag/Commit write the version number tag from Fielo CMS-ELR Plugin that is shown in Lastest Release (E.g. v2.6.0) and click Login to Salesforce:

If you are already logged in to Salesforce, click Allow to enable the Github Salesforce Deploy Tool to access your Salesforce ORG.
If you are not logged in to Salesforce, enter the username and password of the ORG where Fielo PLT and Fielo CMS packages were installed. Click Allow to enable the Github Salesforce Deploy Tool to access Salesforce ORG.

Now, sign in to Github or create a Github account. After authorizing the application, click Deploy.

3a. Accessing User Permissions (CMS-based Loyalty Portal Only)

From Sites, choose your previously created Fielo Site to modify the Public Access Settings.

Once you've accessed Public Access Settings, go to the Apps section and select Object Settings.

3b. Accessing User Permissions (Community Cloud-based Loyalty Portal Only)

From Profiles, choose the profile assigned to your loyalty portal Members.

4. Edit Sharing Settings

Your new community will require the edits to the Sharing Settings section. Click on Setup from the top right navigation. Under the Home tab, search in the Quick Find box for Sharing Settings. Go into on Sharing Settings and click on the Edit button. You will need to ensure the following optinos have the correct settings for Default Internal Access and Default External Access.

Go through the list and find and change the settings for each item in the picture below. For example, find Course within the list and ensure that it is set to Public Read / Write.

Once you have gone through all the items listed in the image above, go and click Save.

5. Enabling FieloELR Library in Platform

After installing the E-Learning package, you need to activate FieloELR Library so that Course Status, Module Response Actions, Course Models and Promotion Models and all Page Settings required for ELR are enabled.
From the App Launcher () choose Fielo Platform. From Libraries, hit Activate for FieloELR.

6. Adding Courses tab to Platform

To use E-Learning you need to add a new tab so that you can access ELR from the Platform. For that, click 🔽 from Fielo Platform. Once you've clicked Edit, choose Courses from Available Tabs to add it to the Selected Tabs listbox:

7. Enabling the ELR Plugin (CMS-based Loyalty Portal Only)

To create a Site for your Members to take your Courses, first you need to enable the ELR Plugin in CMS. The E-Learning Plugin contains both Components and Models libraries which will let you build Pages for your Site.
Once you've accessed Fielo CMS through the App Launcher (SF Lightning) or Force.com App Menu (SF Classic), go to the Plugins tab and click on ELR Plugin to enable it.