Perform Post-Installation Activities
Learning Objectives
After completing this unit, you’ll be able to:
- Assign permission sets for managed packages.
- Upload static resource files.
- Map a sales organization to a user.
- Create a user setting record.
- Create a connected app.
A Few More Steps to Go
After installing the managed packages, Fatima must do some essential configuration. She must assign permission sets for managed packages, upload static resource files to the org, change page layouts, map a sales organization to users, configure record types, and create a connected app. Let’s see how she completes these post-installation activities.
Assign Permission Sets for Managed Packages
Fatima assigns permission sets for the managed packages to admins and users. Here are the permission sets for the Consumer Goods Cloud Mobile Sync package.
- Consumer Goods Cloud Mobile Sync Admin: Fatima assigns this permission set to admins so they can deploy mobile apps to mobile devices, configure sync capabilities, and monitor sync activities of the mobile app.
- Consumer Goods Cloud Mobile Sync User: Fatima assigns this permission set to users to let them sync data on a mobile device.
The admin permission set for the Consumer Goods Cloud package is Consumer Goods Cloud Admin.
The user permission sets for the Consumer Goods Cloud package are:
- CGCloud Supervisor
- CGCloud Sales User
- CGCloud KAM
- CGCloud Tour Driver
- CGCloud Inventory Manager
- CGCloud Mobility Addon
- CGCloud Refresh Update Activation Service
For more information, see:
- Permission Sets for Managed Packages
- Assign Permission Sets to a Single User
- Assign a Permission Set to Multiple Users
Upload Static Resource Files
Next, Fatima downloads the files in Static Resources and uploads them to the Salesforce org by using Data Loader.
.csv files contain data that need to be entered in the corresponding objects of the Salesforce Organization to run and allow usage without the need to create large amounts of setup data.
.csv files contain data such as:
- Templates for multiple application objects
- Mobility picklist information and translations
- Basic system configurations
- Synchronization setup
For more information, see:
Add Fields and Components to Page Layouts and Record Pages
Fatima adds the Files and GTIN fields to page layouts. She also adds an action plan component to the visit object record page. This will help Gustavo and his team to easily enter and maintain the full data that’s required to run the mobile app offline.
- For the product object, she performs the following actions.
- Drag the Files object into the related list section.
- Drag the GTIN field into the Product Details section.
- For the visit object record page, she drags the Action Plan List component into the page.
For more information, see Change Page Layouts.
Map a Sales Organization to a User
To let field reps use the Consumer Goods Cloud offline mobile app, Fatima maps users to the sales organization record.
- From the App Launcher, find and select Sales Organization.
- Select a sales org. Fatima selects 0001.
- Click the Related tab.
- In the User list, click New.
- Select a user. Fatima selects Chantelle Rep.
- Enter other details for the user. For more information, see Map a Sales Organization to User.
- Click Save.
Create a User Setting Record
Fatima creates a user setting record to personalize the app for users. This record must be created for every Consumer Goods Cloud offline mobile app user.
- From the App Launcher, find and select User Settings.
- Click New.
- Select a user. Fatima selects Chantelle Rep.
- Select a Landing Page. Fatima selects User Cockpit.
- In the Visit Calendar section, Fatima enters the following details:
- Select the initial view as Week.
- Enter the initial time as
08:00. - Select the default visit status as Open.
- Select Show Calendar Week.
- Select Display Weekend.
- In the Calendar Map Settings section, Fatima selects Traffic in Map and Route in Map.
- Click Save.
Create a Connected App
Fatima creates a connected app to integrate the offline mobile app with the Salesforce org via APIs.
- From Setup, in the Quick Find box, enter and select App Manager.
- Click New Connected App.
- Enter a name. Fatima enters
CG Connected App. - Enter contact email and phone. Fatima enters her own name and phone number.
- Select Enable OAuth Settings.
- In the Callback URL field, enter https://login.salesforce.com/services/oauth/success. Enter https://test.salesforce.com/services/oauth/success if you’ve a testing sandbox.
- In Selected OAuth Scopes, select the following options.
- Access the identity URL service
- Manage user data via APIs
- Perform requests at any time
- Deselect Require Secret for Web Server Flow and Require Secret for Refresh Token Flow if they’re selected.
- Click Save.
Fatima has finished the post-installation activities. She’s now all set to design and deploy the Consumer Goods Cloud offline mobile app. Let’s see how she does this in the next unit.