Installation and Setup

Requirements

Go through all the steps from the Platform & CMS packages installation guide. When finished, you can start installing your Proof of Purchase package.

1. Installing Proof of Purchase package

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Please contact your Fielo account executive to request the installation link for Proof of Purchase.

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-PRP Plugin (CMS-based Loyalty Portal Only)

First, access the Fielo CMS-PRP 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-PRP 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 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.

Next, 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. Providing User Permissions

For each of the objects below, enable the following Object Permissions:

• Depending on your implementation needs, you can use another object instead of Products.

For Field Permissions, tick all Read Access and Edit Access (if available) checkboxes.

5. Enabling FieloPRP Library in Platform

After installing the Proof of Purchase package, you need to activate FieloPRP Library so that Invoice Action, Purchase Promotion Models and all the Page Settings required for Proof of Purchase are enabled.
From the App Launcher () choose Fielo Platform. From Libraries, hit Activate for FieloPRP.

6. Adding Invoice tab to Platform

To use Proof of Purchase you need to add a new tab so that you access PRP from Platform. For that, go to Setup and click on App Manager. From all your available apps, click 🔽 from Fielo Platform. Once you've clicked Edit, choose Invoice from Available Tabs to add it to the Selected Tabs listbox:

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

To create a Site for your Members to upload their Invoice, first you need to enable PRP Plugin in CMS. Proof of Purchase Plugin contains both Components and Models libraries that 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 PRP Plugin to enable it.