Charity Wiki

TABLE OF CONTENTS

•  Package Details
• Production Deployment Steps
  • Prior to installation:
  • Package Installation
• Configuration
  • Authentication & Logs Tab
  • Setting up Remote Site Setting
  • Save and Discard
  • Data Import Tab
    • Help Text
    • Times used in Configuration
    • Holding Tank Section
  • Importing Tabs
    • Object Mapping
    • Field Mapping
  • Object and Field Level Security
    • Temporary objects:
    • Additional object:
    • Apex Class Access
• Resources

Package Details 

The following details are in reference to the Tiltify Salesforce Connector Package: 

• Package Info 

1. Latest Package Version: Version 1.5 
2. Version ID: 04t5f000000SKmH
3.  PRODUCTION Package Installation URL: 
4.   https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000SKmH
5.  SANDBOX Package Installation URL: 
6. https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000SKmH  

Production Deployment Steps 

Prior to installation: 

The end user will need to log onto the Cause Dashboard and navigate to Integrations, Salesforce to generate a Shared Secret. The needed API URL value is https://salesforce.tiltify.com/gql 

Package Installation 

You will need to download the package from the Salesforce Appexchange or from a Tiltify provided link. 

1. Using the provided URL you will start the package install. 
2. You may get a prompt to Log Into Salesforce Org to install the package if you are not already signed into your instance. 

1. Best practice is to set up in your Sandbox for testing and training prior to your Production instance. 

Installation window that appears looks similar to the above. 

Configuration 

Navigating to the Configuration App for setup of the Managed Package. 

1. Select the App Launcher in the left corner of the menu bar. 
2. In the Search bar enter “Tiltify” 
3. Select the Tiltify App. 

Authentication & Logs Tab 

1. Using the information provided by Tiltify complete: 

1. Api Url 
2. Shared Secret 

1. Set following information in the provide fields: 

1. the Logging Level to the Debug. 
2. Set the Max Number of Logs to 200. 

¹ After successfully setting up and importing records it is possible to set the Logging Level to Error as you gain familiarity with the managed package. 

Setting up Remote Site Setting 

The remote site setting is a configuration that is set to allow your Salesforce Org to communicate with outside resources. 

Select the Remote Site Setting button on the Authentication & Logs tab on the Configuration Page. 

1. Enter the Remote Site Name. 
2. The host URL. 
3. Ensure it is marked active. 
4. Select the Save button. 

Save and Discard 

As you navigate through the Configuration Page you will see a Save Button and a Discard Button at the top of the page.  

• The Save button will show a value of unsaved Changes when a change has been made. 
• The Discard button will allow you to revert to previous values when selected. 

Data Import Tab 

The Data Import Tab allows you to set general configurations and view those records that are within your Salesforce Org but being housed in temporary Objects until they are moved to the mapped Objects you will designate in the Mapping Tabs. 

1. The Import Now button allows you to import all records immediately. 
2. The Enable Import Toggle will allow you to create a scheduled job to import records based on the value just below it in the Scheduled Time field. 
3. The  Schedule Time field will allow you to schedule your imports at your convenience each day. 
4. The Last Import / Import Since will be the date and time that will be used for the next scheduled import (if you enable imports) and can be adjusted as your processes require.  
5. The Next Scheduled Import shows when the next run of the Import Schedule is to execute. 
6. The Reset to Default Mappings allows a user to set up mappings for all Mapping Tabs to the defaults that were present at installation. This will remove / delete all current mappings. 
7. The Clear All Now button will remove / delete all records from any temporary storage objects. 

Help Text 

In each page section you will see a question mark that can be pressed to provide specific text for that section of each page. 

Times used in Configuration 

All times in the Configuration are using the time zone of the Salesforce Org and not necessarily of the current user. 

Holding Tank Section 

This section of the page shows the Salesforce Object that data is temporarily being stored in and any records that created an error and were not imported. 

The following is a list of the Object Labels in Salesforce that the corresponding Tiltify Object records are stored in before being inserted into their mapped objects and fields: 

Page Break 

If you refresh the Configuration Page during import you will see the Records of the different objects update showing as they progress to import. 

Importing Tabs 

There are five importing tabs that correspond to the data that will be imported into your Salesforce instance. Each tab requires that there is a destination for each Tiltify field in the destination object. 

When you installed your package, some destination objects and fields were updated for the most probable destination object and fields for most instances. This is completely customizable and can be set as needed in the destination Salesforce instance. 

The destination tabs are: 

1. Users Mapping 
2. Event Mapping 
3. Campaign Mapping 
4. Team Mapping  
5. Donation Mappings 

Object Mapping 

On the left side of the page is the information concerning the Object to be mapped to: 

1. The Salesforce Object dropdown will show all objects within your Salesforce instance. Select a value from the list. 
2. External Id will be defaulted to the packaged field TiltifyId__c but can be updated as needed. This key will be used to ensure that duplicates are not introduced and that updates to a record are based on this unique value. 
3. Default Record Type is the record type to use for this type of Tiltify record import. 
4. Batch Size is generally set at 200 but can be increased, within the limits of Salesforce or decreased due to other instance requirements. 
5. Create Account Toggle will be available only on the User Tab to allow for the creation of Account Records to associate these records with if you wish to. 

The Object Mapping of each of the five mapping tabs will be the same, with the exception of the Create Account Toggle. 

Field Mapping 

On the right side of each of the five mapping tabs will be a list of the fields that the Tiltify integration will bring into Salesforce that will need a destination field to write to on the Object that is mapped. 

These fields will differ based on the information that is being imported into your Salesforce org. Using existing fields may best follow your firm’s business process, consideration should be given to creation of new fields where necessary. 

To map these fields select the dropdown list beside the Tiltify field and select the Salesforce Api Name you wish to map values to for import. 

Lookup Fields 

If you set the Field Mapping to have a Lookup field as the Salesforce field, the app will use the value of the field you are getting from Tiltify as the key to find the external id of the object you are looking up to. With that external id, it will create a relationship with the object that you need to link to. Below are some suggestions for default mappings that you can use to relate your objects. 

Here are the fields that can be mapped to standard Salesforce fields: 

For some objects, you will have to create custom lookup fields for your two related objects (if these objects don’t already have lookup fields to the objects you need in your org): 

Object and Field Level Security 

The end user that is setting up the Scheduled Import Job will need the object permissions on the temporary objects, destination objects and destination fields. 

Temporary objects: 

• Tiltify__TiltifyCampaign__c 
• Tiltify__TiltifyDonations__c 
• Tiltify__TiltifyFundraisingEvents__c 
• Tiltify__TiltifyTeam__c 
• Tiltify__TiltifyUser__c 

Additional object: 

Apex Class Access 

When setting up access to the Apex Classes to setup and run the application the user that is performing the setup will need access to the following Apex classes: 

• Tiltify__MockHttpResponseGenerator 
• Tiltify__TiltifyAppConfigMappingCntrl 
• Tiltify__TiltifyCalloutQueueable 
• Tiltify__TiltifyConfigController 
• Tiltify__TiltifyConfigControllerTest 
• Tiltify__TiltifyCore 
• Tiltify__TiltifyCoreTest 
• Tiltify__TiltifyCoreValues 
• Tiltify__TiltifyDataSyncController 
• Tiltify__TiltifyFLSCheck 
• Tiltify__TiltifyFLSCheckTest 
• Tiltify__TiltifyIntegration 
• Tiltify__TiltifyLogEventTest 
• Tiltify__TiltifyLogging 
• Tiltify__TiltifyLoggingTest 
• Tiltify__TiltifyMigrationBatch 
• Tiltify__TiltifyParsingEngine 
• Tiltify__TiltifyStructure 

Tiltify Data Structure: 

Overview of Tiltify Objects that can be imported into Salesforce.com. For each object we have included the name of the fields that are available to map and the Holding Tank object’s data type for each field attribute. 

Users – Tiltify Users are Fundraisers and Donors. To donate on the Tiltify platform a donor is only required to provide an email address.  

Events – Events are known as Fundraising Event Activations on Tiltify. Each Fundraising Event Activation has a Parent Fundraising Event. The Parent FE groups Fundraising Event Activations. The most common use of this is when a Cause has an annual event and wants to keep the same URL year over year. By using the URL of the Parent FE, the URL will always route the user to the active Fundraising Event Activation. 

Campaigns – Campaigns are created by Fundraisers. A Campaign can support a Cause and/or a Cause Fundraising Event 

Teams – Fundraiser can opt to fundraise as part of a team or fundraise to support a team 

Donations 

Resources 

Trailhead Data Security 

Trailhead Data Security - Control Access to Fields 

Trailhead Lightning App Builder - Work with Custom Lightning Components 

Trailhead Lightning Experience Customization - Customize Record Details with Page Layouts 

Trailhead Lightning Experience Customization - Create and Customize List Views