Fielo for a New Salesforce Community

Are you planning to set up Fielo Incentive Automation along with a brand new Salesforce Community for your members? Fielo's Custom Program Installation Tool gets you there faster!

Our installation tool offers a personalized selection of ready-to-go solutions, including:

• Fielo Incentive Automation
• Fielo Lightning Components for Community Cloud
• Lightning Community Templates for Incentive Automation
• Ready-to-use incentives for Salesforce Leads, Opportunities and Orders (Partner Communities only)
• Customer or Partner Community User Profile with Fielo Permissions
• Fielo Invoicing
• Lightning Community Page with Components for Invoicing (if applicable)
• Fielo Learning
• Lightning Community Page with Components for Learning (if applicable)
• GRS Connector
• SendGrid Connector

Before Starting

First thing's first: log into your Salesforce org and make sure you have system administrator permissions. You'll also want to confirm that:

• your org has at least one set of Community User licenses.
• you've enabled Salesforce Communities.

Run the Installation Tool

Click here to access the tool and click Proceed to login. Log into your org and give access permissions to the tool, as prompted.

After allowing access, you'll be directed to the installation tool menu, where you can select which Fielo solutions you want to install. Check Salesforce Communities and select whether you'll use a Partner Community or Customer Community.

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Partner Community vs. Customer Community

Not sure which one to choose? Check out this video guide to learn more.

You can also select the behaviors you want to incentivize. When you're ready, click Install.

On the confirmation page, you can double check your org details and, by clicking on 🔽, the packages and repositories that will be installed. If you're satisfied, click Install.

You'll now see your installation progress and be notified when it's complete.

Ensure Email Deliverability

From Salesforce Setup, navigate to Deliverability. Make sure the e-mail access level is set to All email.

Enable Libraries

After installing Fielo, you'll want to activate our full feature set by enabling the FieloPLT library and any app or connector libraries that you selected, such as FieloELR (Learning), FieloPRP (Invoicing), FieloOpportunity, etc.

Click on the App Launcher and choose Fielo Platform. On the Libraries tab, activate all of the libraries that appear on the Inactive Libraries list.

Add App Tabs (Learning and/or Invoicing Only)

To access Learning and/or Invoicing, you'll need to add tabs to Fielo Incentive Automation.

From Salesforce Setup, search for and select App Manager. In the row corresponding to Fielo Platform, click and choose Edit. Then select Courses and/or Invoices from Available Tabs to add them to the Selected Tabs list.

Create Your First Program

Back in Fielo Incentive Automation (Platform), let's go ahead and create your first incentive and loyalty program! Just click the Programs tab and choose Create a new program.

Then, follow the instructions for Creating a Program.

Create a Community

You can get a quick introduction to Communities in the Community Cloud Basics Trailhead module. Then, learn about rollout strategies in the Community Rollout Strategy Trailhead module.

When you're ready, go ahead and create a new community. Feel free to use one of our tailor-made templates to jump start your build-out!

Add Lighting Components

Whether you created your community from a Fielo template or a Salesforce template, you can go ahead and add any additional Lightning components you want to your community.

Check out what Fielo Lightning Components you can use in Communities!

Configure Registration

If you'll be using Fielo's Registration component, set it up as follows:

1. Give Fielo Permissions to Guest User Profile
2. Get Your Community Ready
3. Configure Registration

Configure Courses (Learning Only)

If your installation included Learning, you can go ahead and set up the My Learning suite of components in your Community.

From Builder, access the page menu and select New Page.

Select Object Pages.

Choose Course and click Next.

Follow the remaining prompts to create the object pages. Then, repeat the above steps to create the Module and Module Response object pages.

Finally, add Courses to your menu so that your members can access them.

Whenever you're ready, check out Configuring My Learning to see how you can customize the My Learning components.

Configure Invoices (Invoicing Only)

If your installation included Invoicing, you can go ahead and set up My Invoices in your Community.

From Builder, access the page menu and select New Page.

Select Standard Page.

Choose Invoices and click Next.

Give your page a name and click Create.

Don't forget to add a menu item so that your members can access your new page!

Whenever you're ready, check out Configuring My Invoices to see how you can customize the My Invoices component.

Activate Your Community

Once you've finished building out your incentive and loyalty program and set up all of the content on your Community, you can take your Community live. See Activate Your Community for details.