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These docs are for v2.51. Click to read the latest docs for v2.208.

Platform with REST API services

Go through the steps to successfully install Platform using our REST API

If you're using Fielo REST API services, go through the following steps.

Prerequisites

Salesforce User

System Administrator permissions.

License

Authenticated Website.

Creating Fielo REST Profile

The first step you need to do is to create a new Profile for Fielo REST API to work. For that, log in to your Salesforce ORG and choose Authenticated Website Profile.

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Profile: Authenticated Website

There are two Authenticated Website profiles, but there is only one which includes Accounts . On each Authenticated Website profile, cick Edit and move down to Standard Object Permissions to see which one includes Accounts .

Once you've identified the Authenticated Website profile that includes Accounts , clone it and name the new cloned profile Fielo REST.

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Profile: Clone Authenticated Website

When saved, click Edit. From Administrative Permissions API Enabled.

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Authenticated Website: API enabled.

Installing Platform Package

When Profile for Fielo REST API is ready, now you can move to install Platform.

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Upgrading Fielo Platform

If there is a previous Platform package installed in the ORG, check Upgrades to know if some steps must be followed.

  1. After logging into your Salesforce ORG, click here to access Platform installation package.
  2. Select Install for Specific profiles.
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Install for specific Profiles

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Don't click Install yet! Profile selection is on the same page.

  1. Scroll down to Profile column and choose Fielo REST. From Access Level column picklist, choose Fielo REST.
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Profile and Access Level

  1. Click Install. When the installation process ends, the org administrator is notified by email.
  2. Once Fielo PLT is installed, configure the Fielo REST API.

Email Deliverability

From Deliverability, set e-mail access level to All email.

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Email Delivarability

Enabling Fielo PLT Library

After installing Platform package, you need to enable FieloPLT Library so that Event and all required Page Settings are activated.
For that, just go to the App Launcher () and choose Fielo Platform. From Libraries tab, click Activate to enable FieloPLT.

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Activate FieloPLT Library

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Local Development Library

If you'll create some custom Actions, Models or Page Settings, you can enable Local Development Library as well.

Great job! Now you can start using Platform!


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