Provisioning Fullcast
Welcome to Fullcast!
If you are just starting with Fullcast, these are the initial steps that you need to follow to establish an integration connection between Salesforce and Fullcast.
Step 1: Install the Managed Package
The managed package is not in the app exchange and will count toward the Salesforce limits. There are a few triggers, but they are toggled off in the custom metadata by default. Some of the remaining steps leverage items from the managed package so installing this should be completed before moving to the next step.
Step 2: Create a Connected App
After installing the package we have to fill in certain information to setup the connected app. After the pre-installation steps are carried out successfully, the user has to install the package in Salesforce.
Step 3: Create an Integration User
An API integration user is created in Salesforce. The user can be assigned permission sets which are included in the managed package. These permission sets will allow Fullcast to import the minimum required data.
Step 4: Connect Fullcast and Salesforce
After package installation, connected app setup and integration user creation, we are now ready to establish an integration connection between fullcast and Salesforce by capturing Consumer key and Consumer secret data from Salesforce and providing the same in the Motion settings of Fullcast.
Step 5: Run the First Import of Data
Now that the connection has been established, it's time to run the first import of data.
Step 6: Adding Data
Adding a New Entity (Entity = Salesforce Object e.g. Accounts or Opportunities)
Fullcast standard package comes with five default entities and each entity is auto-populated with certain mandatory fields which are required to maintain the integration. If you want to further customize your entities and fields, you can do so in this step.
If you are assigning the permission sets from the managed package to the user, additional permissions will need to be expanded for any additional fields added.
Congratulations! You have successfully completed your tenant setup process.
Now you can create your own geographic territories and motion policies to get the Fullcast experience!
Identity Management
Fullcast supports two types of Identity management:
| Topic | Fullcast Identity System | Single Sign-On |
| Identity Provider | Fullcast Identity Provider (auth.fullcast.io) | Enterprise Sign-On Identity Provider from customer's IT infrastructure |
| Identity Management (such as creating users, resetting passwords, etc.) | Using the Fullcast Tenant Administration | In customer's SSO Infrastructure. Fullcast supports Just-In-Time provisioning and therefore no separate identity management required just for Fullcast. |
| Permissions in Fullcast | Setup using Fullcast Role Based Access Control | Setup using Fullcast Role Based Access Control. |
| Multi-Factor Authentication | Fullcast Identity Provider | Enterprise Single-Sign-On Provider from customer's IT infrastructure. |