Motion Package version 2.157

Before Installing the fullcast.io Motion Package

To prepare your Salesforce instance before installing the fullcast.io Motion package, you must first enable Account Teams and Chatter.

Enable Account Teams

To enable Account Teams:

  1. From Setup in Salesforce, enter Account Teams in the Quick Find box, then select Account Teams.
  2. Under Account Team Setup, if you see an Enable Link, go ahead and enable. Click Enable Account Teams.
  3. Select the checkbox for Account Teams Enabled, then click Save.
  4. You can skip the Page Layout Selection for the purposes of installing the fullcast.io managed package. Click Save.

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Don't see an Enable Account Teams link?

If the account teams are already enabled, you will see a “Disable Account Teams” link. In this case - do nothing, you are already enabled.

Enable Chatter

  1. From Setup in Salesforce, enter Chatter in the Quick Find box, then select Chatter Settings.
  2. Select the checkbox for Enable.

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How do I install the fullcast.io Managed Package once these steps are complete?

Contact your Business Partner for access and the next page for instructions on installing the latest version of the fullcast.io Managed Package.

After Installing the fullcast.io Motion Package

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.

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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.

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 Canvas application

  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.

Object manager Setup

Account Team Member Page Layout

  1. Click on the Object Manager tab.
  2. In the Account team Member section, select the Page Layouts. Click on the Account team Member layouts.
  3. Select Buttons. Customize the Account team Member details with three buttons (Update assignment, Terminate Assignment, Change Role). Drag the buttons and drop it in the account team Member details and save.

Account Page Layout

  1. Now click on Object Manager and select Accounts, in the category select Lightning Record page. Create a new page by clicking New.
  2. In the page that is popping up select Record page and click on Next to proceed.
  3. Give a name to the page in the Label. Object selected should be Account. Click Next.
  4. In the page that pops out, click on Clone Salesforce Default page and click Finish.
  5. Now you will be having the layout of the Salesforce page. Click on Upgrade Now button visible in the right side panel in the section upgrade to dynamic actions.
  6. In the resulting screen, select Start from Scratch and click next and in the next page click Finish.
  7. Now you can add actions to the page through buttons. Select Add Actions.
  8. Search "Move Accounts" and click done. Click again on Add action to add the button Create Assignments. Click Done and Save the page.
  9. Once you click on Save button you will be prompted with a message to Activate. Select Activate.
  10. After Activation, in the page that pops, select Assign org as default (Please refer to the note below)
  11. You will be asked for Assign form factor. in that select Desktop & Phone. Click Next. Save the Review Assignment page that appears.
  12. Now click Save.

Note for Account Page Layout

  • In the above step 10, after activation, it is not mandatory to select Assign org as default.
  • The user can select Assign as App default or Assign to Apps, Record types and profile
  • When the user selects Assign as App default, as a next step he will be asked to select the set of apps that he wants to display in the Account Page Layout.
  • When the user selects Assign to Apps, Record types and profile, as a next step he will be asked to select the set of apps, Record Type and Profiles that he wants to display in the Account Page Layout.
  • After the selection is over the user has to complete step 11 and 12 mentioned above to complete the setup.

Fullcast GTM Layout

  1. Click again on Object manager to setup the layout for Fullcast GTM page. Select Lightning Record Page. Create a new page by clicking New.
  2. In the page that is popping up select Record page and click on Next to proceed.
  3. Give a name to the page in the Label. Object selected should be Fullcast GTM. Click Next.
  4. In the page that pops out, select Header with Equal regions layout for the page template from Choose page template. Click Finish.
  5. In the layout page that appears drag the component Record details and place it one region and select and drag FullcastDesignAppCanvas in another region and Save.
  6. Once saved, there will be a prompt message to Activate.
  7. After Activation, in the page that pops, select Assign org as default (Please refer to note below)
  8. You will be asked for Assign form factor. in that select Desktop & Phone. Click Next. Save the Review Assignment page that appears.
  9. Now click Save.

Note for Fullcast GTM page layout

  • In the above step 7, after activation, it is not mandatory to select Assign org as default.
  • The user can select Assign as App default or Assign to Apps, Record types and profile
  • When the user selects Assign as App default, as a next step he will be asked to select the set of apps that he wants to display in the Account Page Layout.
  • When the user selects Assign to Apps, Record types and profile, as a next step he will be asked to select the set of apps, Record Type and Profiles that he wants to display in the Account Page Layout.
  • After the selection is over the user has to complete step 8 and 9 mentioned above to complete the setup.

Troubleshooting

When installing the package, if you happen to encounter an error message like the following

Please try troubleshooting your SFDC environment following the steps given here before contacting the customer support.