Setting Up Your Salesforce Instance

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

Custom Metadata Types

  1. From Setup in Salesforce, enter Custom Metadata Types in the Quick Find box. Select Custom Metadata Types.
  2. Next to Fullcast Setting, click Manage Records.
  3. Click Edit.
  4. Make sure that the checkbox next to Lead Trigger Flag, Contact Trigger Flag, Account Trigger Flag is not selected.
  5. For the Error Log Limit, enter 100. (This is optional and suggested.)
  1. Navigate back to the main Custom Metadata Types menu
  2. Next to Fullcast Policy Setting, select Manage Records.
  3. Validate the URLs are correct for the below settings. Your Business Partner will provide you with the updated URLs.
  • Clean Domain
  • Embargoes_Url
  • Route Territory Lambda

Matching Rules (optional)

For the Motion Module's duplicate-based rules to work, you must enable matching rules for accounts, leads, and contacts.

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Matching Rules would only be applicable if a customer is using the Routing or Dedupe Policies.

The below steps are required for any policy where identifying a Best Matched Account is required.

  1. From Setup in Salesforce, enter and select Matching Rules in the Quick Find box.
  2. Ensure that the Matching Rules for Accounts, Leads, and Contacts are all Active. It should look like so:

Connected App Setup

  1. From Setup in Salesforce, enter and select App Manager in the Quick Find box.
  1. Click New Connected App in the top right corner.

Under Basic information:

  1. Name: Fullcast Motion App.
  2. API Name: Fullcast_Motion_Package
  3. Enter a Contact Email.
  4. Leave everything else under Basic Information blank.

Under API(Enable OAuth Settings):

  1. Check the box for Enable OAuth Settings

  2. For the Callback URL, enter https://app.fullcast.io/app/motion/segments if in Production or enter https://fullcastpreprod.herokuapp.com/app/motion/segments if in PreProd

  3. For the Selected OAuth Scopes, add the following entries to the Selected OAuth Scopes Column as shown below:

    • Access and manage your data (api)
    • Access your basic information (id, profile, email, address, phone)
    • Perform requests on your behalf at any time (refresh_token, offline_access)
    • Provide access to your data via the Web (web)
  4. Check the box for Require Secret for Web Server Flow.

  1. Leave the following sections as-is:
    Web App Settings
    Custom Connected App Handler
    Mobile App Settings
    Canvas App Settings
  2. Click Save to finish.

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Update Tenant Setting in App

Upon Saving, you'll see the following fields populated on your Connected App record.

  • Consumer Key
  • Consumer Secret

Make sure to update the tenant settings in the app with these keys. The tenant settings can be found by clicking your username in the top right corner of the app.

  1. From Setup, use the Quick Find Box to search and select for Manage Connected Apps.
  2. Click Edit next to Fullcast Motion App. Click Edit Policies.
  3. Make sure your OAuth Settings are set up like so & Click Save when finished:
  • Permitted Users: All users may self-authorize
  • IP Relaxation: Enforce IP restrictions, but relax for refresh tokens
  • Refresh Token Policy: Refresh token is valid until revoked
  1. Leave the following sections as-is:
    Session Policies
    Custom Connected App Handler
    User Provisioning Settings

Custom Tabs

For Admin user’s and testing, it is recommended to make available the following tabs:

  • Fullcast Policy Error Logs
  • Fullcast Policy Status
  • Fullcast Routing Queues
  • Fullcast Participants
  • Fullcast GTMs (Labelled “GTMs”)

Another great option for debugging and setup is the addition of the corresponding related lists to page layouts for Admin users.