Salesforce Post-Deployment Steps

Invoke the Anonymous window:

  1.  Setup->Developer Console->Debug->Open Execute Anonymous Window.
  2.  Run the following code in Anonymous window to create the Streaming API.
PushTopic pushTopic = new PushTopic();
pushTopic.Name = 'smsStreaming_v1;
pushTopic.Query = 'select id,name,Type__c,Contact__c,CaseId__c,Status__C,createddate from SMS_Storage__c';
pushTopic.ApiVersion = 43.0;
pushTopic.NotifyForOperationCreate = true;
pushTopic.NotifyForOperationUpdate = true;
pushTopic.NotifyForOperationUndelete = true;
pushTopic.NotifyForOperationDelete = true;
pushTopic.NotifyForFields = 'Referenced';
insert pushTopic;


A. Create Tab for the following custom object :

  1. Setup-> User Interface -> Tabs -> Click New button under the custom Object Tabs section.
  2. Object Field:

a. Select each of the following objects from the object drop down list. 

3. Tab Style:

    a. Select Castle for SMS Storage and requestMessageHistory objects.

   b. Select Mail for Scheduled Messages

  • SMS Storage
  • requestMessageHistory
  •  Scheduled Message

b. Create an App consisting of these following Tabs:

Setup-> Apps -> App Manager ->New Lightning App

  • Contacts
  • Cases
  • Campaigns
  • SMS Storage
  • requestMessageHistories
  • Scheduled Messages

Select the tabs above from the Available Items column and move them to the ‘Selected Items’ column.

Select the user profiles to give the access of the Lightning App you are creating.

After selecting the user profiles click on ‘Save & Finish’ to create the Lightning App.

Click on the ‘App Launcher’ Menu button as shown above.

Search the name of the Lightning App that you just created and select the app to launch it.

a. Create the SMS Admin  Page Tab.

  1. Setup->Developer Console->File->Open Lightning Resources->Filter->AdminPageApplication_v2->Open Selected->Preview.

Copy and paste the url of the admin web page as shown below.

  1. Setup -> Tabs-> SMS Admin Page->Edit paste the copied URL in the url field.

C. Add/Create at least one Active Action on the Admin Page.

d. Add the SmartFlows API in ‘Remote site setting

(https://smart-flows.intelepeer.com/v2/api/apitriggers)

 

e. Create a lightning connected App to connect to salesforce from the SmartFlows .(After creation follow the document on How to connect to salesforce)

f. Drag the ‘ChatBox’ component to the contact record detail page from Lightning App Builder.

  1. Setup->Lightning App Builder->Select any Contact Record details Page->Edit Page->Search Components->ChatBox. Drag the component and drop it anywhere on page         

g.  Give all the field level access to custom fields of ‘SMS Storage’ object.         Go into Setup > Object Manager > SMS Storage >Field & Relationships->Select any custom field

  1.  

Give field level access and security to all the following custom fields as shown above.

  1. Action Name
  2. Campaign Name
  3. CaseId
  4. Contact
  5. Date/Time of the Message
  6. Lead
  7. Message Direction
  8. Message Status
  9. Message text
  10. Message type

Go into Setup > Object Manager > SMS Storage > SMS Storage Layout Page Add fields into the SMS Storage Detail section (Whichever is required to you).

h. Drag the ‘CampaignChatBox’ component to the campaign record detail page from lightning app builder as mentioned above for ChatBox component.

i. Drag the ‘ChatBox’ component to the case record detail page from Lightning App Builder.

j. Give field level access to contact’s Promo and NOC custom field by following the same procedure as described above for SMS Storage object.

k. Give all the field level access to custom fields of ‘Scheduled Message’ object and add the required fields to the layout as described for SMS Storage object.

L. Give all the field level access to custom fields of ‘requesMessageHistories’ object and add the required fields to the layout as described above for SMS Storage object .