Get Satisfaction for Salesforce Setup

7/31/2019 Get Satisfaction for Salesforce Setup

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Get Satisfaction for Salesforce

Install Guide v1.33.1

Last revision: Sept. 17, 2012


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Get Satisfaction for Salesforce Install Guide

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1. IntroductionThis document details the installation steps for the Get Satisfaction for Salesforce

application. The intended audience is for Salesforce administrators, since a user with a SystemAdministrator profile is required to perform the installation.

This installation can be performed on Production, Developer, or Sandbox orgs.


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2. Installation StepsInstall the AppExchange Package (v1.33.1):

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000JqCL

a) Enter Salesforce Administrator PasswordIn some orgs, as an extra security precaution, Salesforce requires that you confirm the

password of the Production instance.

b) Approve Package API AccessYou will see a message similarto this:

Click Continue to proceed.

c) Choose Security LevelThe second of 3 pages in the install wizard, this page determines the user profiles that will

have access to the application objects.


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Consider the following when making profile access selection:

o Admin access only: Select this option if you are testing the application in an environment where you dont

want to expose it to other profiles yet, or where it is not intended to let non-

administrator users perform administrative functions

If you select this option you will need to grant access to other profiles later if youwant other non-system administrator CRM users to manage Dynamic Groups

o Grant access to all users: Select this only if you want all users to have full access to the application It is not recommended to select this option since it is unlikely that all users will have,

or need, the ability to manage Dynamic Groups

o Select security settings: This is a highly recommended approach if you have a lot of profiles to manage, several of

which will likely maintain or utilize the Get Satisfaction for Salesforce application

The advantage of this approach is that you can grant access to many profiles at once Applying the packaged profile to existing profiles during the installation saves a later

manual step to grant individual profiles with the required object permissions

Do not grant access to portal profiles as they have no ability to manage publicgroups

Click Next to proceed.

d) Install PackageThe final of 3 pages in the install wizard, this page asks you to click Install to complete the

installation.

There is an optional checkbox to Ignore Apex test failures. Doing so will ignore potential

conflicts with existing triggers and other features already implemented inside your Salesforce

instance. It is recommended that you first try to install without ignoring the test failures.

Note: If there are test failures, they will appear on the next screen instead of going to

deployment. Review the failures to see if there are any critical issues and proceed if there isnothing of consequence.

Click Install

This process can take up to a few minutes.Consult the browser status bar to see the status

from Salesforce.com.


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3. ConfigurationStep 1. Configure 'Get Satisfaction for Salesforce' app

In Salesforce:

a) Go to Setup | View Installed PackagesClick 'Configure' next to 'Get Satisfaction for Salesforce'

b) Enter Get Satisfaction Company ID. You can obtain this number by opening a newbrowser window and navigating to:

https://api.getsatisfaction.com/companies/


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c) Enter Get Satisfaction 'Fast Pass' Credentials - Secret Key and Fastpass ID, from AdminArea of Get Satisfaction

You can obtain these by going to the Get Satisfaction admin section (you must be a Get Sat

admin).


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d) The Company Name is a simple string that identifies the name of your community. Thisfield is only used for displaying purposes (its not used to configure the integration).

e) Choose 'Case Creation Business Rules'Select which Get Satisfaction Topic Types (Idea, Question, Problem, Praise) you want toautomatically create Salesforce cases from. Each time one of the selected topic types is

imported into Salesforce, a case will be automatically created.

Step 2 - Configure Get Satisfaction Integration Settings

a) In your Get Satisfaction Community - Go to Admin | Integrationsb) Select 'Salesforce.com' and click 'Add Integration'c) Make sure that you dont have a running SFDC session in your browserd) Authorize the app.

The user who authorizes the app:

Needs to be a Salesforce System Administrator (or have at least the permissionslisted in Appendix A)

Will be the owner of the records on Salesforcee) Choose 'Synch All Items to Salesforce' or 'Manually Export to Salesforce'

Synch All Items to Salesforce =Every Get Satisfaction topic will sync to SFDC Manually Export to Salesforce =You will manually export individual topics from

Get Satisfaction to SFDC

f) Click Save or Update to confirm validity of credentials


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4. 4. Post Install InstructionsYouhaveinstalledthepatch,butnowyouneedtoupdateyourSalesforcedashboard

AddReplyStatusFieldonCasesGo"to"Setup"Page"

CustomFieldGo"to"App"Setup">"Customize">"Cases">"Fields"


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NewCustomFieldonCaseClick"New"inCases"CustomFields&Relationships"section

NewcustomfieldonCase

CreateNewFormulaField Select"Formula"astheDataTypeandthenclick"Next"

SelectFormulaOption


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Set"Field"Label:"ReplyStatus"and"Formula"ReturnType="Text"

Clickon"AdvancedFormula"tabEnter"Formula:TEXT(GETSAT_TOPIC__Topic__r.GETSAT_TOPIC__Reply_Status__c)"

Scrolldownto"BlankField"Handlingsection"

Selectthe"Treatblankfieldsasblanks"option"Click"Next"


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Set"FieldVisibility"settings

AddtoPageLayoutandSave


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GotoaCase

Click"EditLayout"

RemoveOld"ReplyStatus"FieldfromLayout

(NewfieldisReadOnlyandhasthelockicon)Save


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5.Post-installation suggested test cases

1. Import a topic to SFDC

Create a test topic in Get Satisfaction Verify that the topic is on SFDC

2. Create contact from the new Topic Click 'create contact' on new 'topic' in salesforce, verify that the

3. Post a Reply on SFDC Post a reply to the topic in SFDC

a. You will see a popup that asks you to authenticate on Get Satisfactionb. An authentication token will be stored on SFDC, and you wont be asked to

enter your Get Satisfaction credentials going forward

Verify that the reply is also on Get Satisfaction4. Post a reply on Get Satisfaction

Post a reply to the topic on Get Satisfaction Verify that the reply is also on SFDC

5. Post a topic from SFDC Verify that the topic is also on Get Satisfaction


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Appendix A - Integration user permissions

1.CustomAppSetting

2.CustomObjectPermissions

3.FieldLevelSecurity

a) Topics


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b) Replies

c) GetSatConfig

3.TabSettings


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5.EnabledVisualforcePageAccess

Documents

Get Satisfaction for Salesforce Setup