Configuration

1. Enable Salesforce Customer Portal for Fielo

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Switch to Salesforce Classic

Customer Portal is only available in Salesforce Classic user interface. If you are using Salesforce Lightning, go to View Profile> Switch to Salesforce Classic and follow the steps below.

1. From Setup, click Build> Customize> Customer Portal> Customer Portal Settings.
   a. If Customer Portal is disabled:
   • Click Edit.
   • Check Enable.
   • Click Save.

2. Configure a Salesforce Customer Portal for Fielo

1. Complete the Customer Portal Edit with the information from Table 1.
2. Complete the Self-registration Settings with the information from Table 2.
3. Click Save.

Table 1.

Table 2.

3. Configure objects from Salesforce Site

1. From Setup, click:
   In SF Lightning: Platform Tools> Objects and Fields> Object Manager.
   In SF Classic: Build> Create> Objects.
2. For each object listed below, go to Details> Edit> Optional Features section. Check Available for Customer Portal.
   • Member.
   • Redemption.
   • Redemption Item.
   • Reward.
   • Reward Item.
   • Transaction.
3. Click Save.

4. Configure Salesforce Site

1. From Setup, click:
   In SF Lightning: Platform Tools> User Interface> Sites and Domains> Sites.
   In SF Classic: Build> Develop> Sites.
   a. If you do not have a domain set:
   • Enter the chosen domain for your site
   • Click Check availability.
   • Tick I have read the terms of use....
   • Click Register Myforce.com Domain.
   • Continue creating the Site(s).

b. If you already have a domain/After finishing point a above:

• Click New to create a Salesforce Site.
• Complete Site Edit with the information from the table below.
• Click Save.

5. Configure Guest User Profile (In this case, only for Registration)

1. From Setup, click:
   In SF Lightning: Platform Tools> User Interface> Sites and Domains> Sites.
   In SF Classic: Build> Develop> Sites.
2. 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:

d. From Custom Object Permissions section, set the following permissions for the object listed below:

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.

6. Configure Login Settings for Salesforce Site.

1. From Setup, click:
   In SF Lightning: Platform Tools> User Interface> Sites and Domains> Sites.
   In SF Classic: Build> Develop> Sites.
2. From Site Label, click Fielo> Site details.
3. Click Login Settings.
4. Click Edit and complete the following information:

5. Click Save.

7. Configure REST Custom Setting

❗️

REST Custom Setting for Members and Redemption Items

The steps below should be applied when Members and Redemption Items include an External ID different from Salesforce Record ID.

1. From Setup, click:
   In SF Lightning: Platform Tools> Custom Code> Custom Settings.
   In SF Classic: Build> Develop> Custom Settings.
2. Choose REST Settings.
3. Click Manage> New.
4. Complete the complete the following information:

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Good work!

You've finished the configuration for Fielo's REST API.