Custom settings for Assignment Workflow in Salesforce

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Assignment Workflow

Assignment Workflow in Salesforce is available to only to those users who use Motion Package version 2.157 and above.

After installing the Motion package version 2.157, the user who wish to use the Assignment workflow in Salesforce have to do some custom settings in the Salesforce environment to access it.

Custom Metadata Types

  1. From Setup in Salesforce, enter Apps in the Quick Find box. Select App Manager.
  2. Find Fullcast Motion Package and click on Edit by selecting the dropdown menu against that.
  3. Manage Connected Apps page will pop up. In the Canvas App settings click the checkbox Canvas.
  4. Next, enter the *Canvas App URL**
    a. For Prod URL: https://app.fullcast.io/api/v1/canvas/auth
    b. For PreProd: https://fullcastpreprod.herokuapp.com/api/v1/canvas/auth
  5. Make sure that the Available components in Locations tab is moved to the Selected. Click Save.
  6. For the tab Lifecycle Class find Fullcastcanvas using search bar. From that select FullcastLifecyclerHandler class.
  7. After saving, copy the API name from the resulting page.
  8. Find Custom Metadata Types from quick find.
  9. Click on Manage Records against Fullcast Policy Setting.
  10. In the page that comes up, find Canvas Developer Name and click on the edit tab placed against it.
  11. Give the API name in the Field Value tab and save it.
  12. Update the tenant settings with the tenant ID which is connected to the salesforce instance. Update the tenant ID in the Fullcast Policy setting page.

Adding profile and permission to access Assignment Workflow

  1. From Setup in Salesforce, enter Apps in the Quick Find box. Select App Manager.
  2. Find Fullcast Motion Package and click on Manage by selecting the dropdown menu against that.
  3. In the screen that appears click on Edit Policies.
  4. In the OAuth Policies section select Permitted Users tab as Admin approved users are pre-authorized and click Save.
  5. After saving, in the screen that appears scroll down to look for the Profiles tab. Click on Manage Profiles.
  6. Profile can be selected based on the customer requirement.
  7. Similarly, Permission can also be set based on the customer requirement.

After the custom settings and profiles and permissions are created, the user now have to setup the Object Manager. To know how to setup the Object Manager for assignment workflow, click on the link.