Initial App Setup

Once you have installed the InCountry for Salesforce package, you need to complete its initial setup, so it can make data request to REST SDK.

Permission Assignment

Upon successful installation, the InCountry for Salesforce package creates two user accounts for work, as follows:

• InCountry Admin - can administer the InCountry Salesforce package and set up data regulation policies for Salesforce objects.

• InCountry User - can work within the InCountry interface and manage Salesforce objects.

You need to assign regular Salesforce users to each the InCountry-specific user account depending on their roles within your organization. Each user account can be associated with multiple users. Users who are not assigned to the InCountry Admin or InCountry User account will not be able to load the InCountry interface in Salesforce.

1. From Setup, click Users and then select Permission sets.

2. On the list with users, locate the user named as InCountry User or InCountry Admin.

   

3. Click this user.

   

4. On the opened page, click Manage Assignments.

5. Within the opened permission set you can view users who attribute to InCountry User. They will be able to work with Salesforce objects within the InCountry for Salesforce package.

Here you can manage users, as follows:

1. Adding users to the permission set

2. Removing users from the permission set

Adding users to the permission set

1. Within the opened InCountry User permission set, click Add Assignments.

   

2. On the All Users page, select users that you want to assign to the InCountry User permission set.

   

3. Click Assign.

Removing users from the permission set

1. Within the opened InCountry User permission set, select users that you want to remove the assignment from.

   

2. Click Remove Assignments.

InCountry REST Endpoint management

The InCountry for Salesforce package pre-defines the REST endpoints for data communication between Salesforce and the InCountry Platform. You can managed these REST endpoints if needed and changed them for some custom ones.

1. From Setup, click Custom Code, then select Custom Metadata Types.

2. On the Custom Metadata Types page, locate the InCountryRestApiEndpoint object and click Manage Records.

   

3. On the opened InCountryRestApiEndpoint page, locate the country which REST API endpoint you want to modify.

   

4. For the required country, click Edit.

   

5. On the opened page, you can modify the following:

   1. Endpoint - specify another InCountry REST API endpoint in the target country.

   2. CertificateNameServerless - name of the certificate for serverless functions.

   3. CertificateNameBatch - name of the certificate for batch data operations.

6. When complete, click Save.

note

Please avoid modifying these parameters if not needed.

Certificate management

The InCountry for Salesforce package requires certificates to perform the client-side requests to InCountry REST SDK. All the certificates must be provided in the JKS format.

You need to upload the following certificates:

• incountry - the generic certificate for performing data requests to the InCountry Platform. This is a required certificate.

• serverless - the certificate to perform serverless functions. This is an optional certificate.

• batch - the certificate to perform batch data operations (for data migration). This is an optional certificate.

You will have to specify the certificate names in the corresponding InCountry REST API endpoints. Depending on your setup, some certificate may not be needed.

1. Get a certificate from InCountry.

2. From Setup, click Security, then select Certificate and Key Management.

3. On the Certificate and Key Management page, click Import from Keystore.

   

4. Select the certificate file and enter the keystore password.

5. Click Save.

Once you have uploaded the certificates, the InCountry for Salesforce app is ready for operation.