Managing components

The InCountry Data Residency for Salesforce package provides the following components:

Web-to-Lead component

The InCountry Data Residency for Salesforce package provides a Web-to-Lead component that captures data submitted by website visitors, including their contact information, and then stores it as a Lead record in Salesforce.

Adjusting the Web-to-Lead component

  1. From Setup, click Sites, and then click New.

  2. On the Site Edit page, enter Site Label, Site Name, Active Site Home Page and check the Active box. A new empty Visual Force page can be chosen as Active Site Home Page (you can create this page by navigating to the Developer Console and following this path File > New > Visualforce Page).

  3. Click Save.

  4. Click Public Access settings.

  5. Click Enable Apex Class Access at the top of the page.

    Enable Apex Class Access

  6. Click Edit.

  7. Select the InCountryWebToLeadService class and click Save.

    Select class

  8. Return to the Sites list and copy the site URL.

  9. Go to the InCountry application and select the Web-to-Lead tab.

  10. Paste https://ru-proxy-gg-01.uat.incountry.io/ and append x-inc-ru-gg-query/services/apexrest/leadservice to the URL address for the fields with values that will be passed as query parameters within the request body or x-inc-ru-gg-body/services/apexrest/leadservice for the fields with values that will be passed as JSON Body without query parameters. Fore more information, see the Creating new integrations section.

  11. Click the Save icon.

    Web-to-Lead Setup

  12. Select the fields you want to include in the form.

  13. Enter the Return URL if required. If not needed, leave it empty.

  14. Set the default user for the Lead, if needed.

  15. Move the Use parametrized requests toggle right to enable such option. By default, it is enabled.

    • If the toggle is activated, fields with values will be passed as query parameters within the request body. For example:

    • If the toggle is disabled, fields with values will be passed as JSON Body without query parameters. For example:

    As a result of the response, filed values will be returned to your Salesforce org as request parameters or within the request body, depending on the request type.

  16. Click + Add reCAPTCHA and populate Public and Private keys if captcha is required. If not needed, leave them empty.

    reCAPTCHA Settings

    You can find out how to generate those keys here: Developer's Guide

  17. Click Generate form > Copy to clipboard.

  18. Paste this code on the required HTML page.

Parameterized requests

The Web-to-Lead component supports the functionality to handle parameterized requests. Below you can see an example of such a request:

POST https://ru-proxy-gg-01.uat.incountry.io
      /services/apexrest/leadservice?GRD_Sub_Type__c=Component%2FSystem+Mfr.
                                     &Company=Test+Company
                                     &GRD_Interested_In_Glass_For__c=Residential+Windows
                                     &GRD_With_Benefits_Such_As__c=Solar+Protection
                                     &FirstName=Sudesh
                                     &LastName=Kumar
                                     &Email=sudeshb1607%40gmail.com
                                     &MobilePhone=%2B49+69+978997668
                                     &GRD_Language__c=de
                                     &Country=CF
                                     &City=Munich
                                     &PostalCode=80992
                                     &GRD_Your_Message__c=Test+Message+for+Russia+Site
                                     &GRD_Do_Not_Solicit__c=1
                                     &Street=Test+Address+1+Test+Address+2
                                     &Status=Unqualified
                                     &GRD_Business_Reason__c=Web-To-Lead
                                     &GRD_Priority__c=Medium
                                     &GRD_Lead_Sub_Source__c=Information+Request
                                     &recordType=0123h000000R6rq
                                     &LeadSource=GRD_Website
                                     &oid=00D0n0000009H3m
                                     &encoding=UTF-8

Activity component

note

This functionality is supported in the restriction and redaction data regulation models.

The InCountry Data Residency for Salesforce package provides the Activity component as a replacement for the native Activity component.

Adding the Activity component to the page layout

note

Please follow these instructions if you use Salesforce Lightning.

  1. Open the list for a specific object and select a specific record.

  2. Click Setup, then select Edit Page.

  3. On the Lightning App Builder page, add a new tab. Select Custom and enter a custom label.

  4. Drag the activityPanel component to the tab.

    Lightning App Builder page

  5. Regulate the visibility of components by adding filters.

    Lightning App Builder page - Filtering parameters

  6. Click Save.

  7. Click Activation and activate the modified page.

Working with the Activity component

The Activity component allows you to manage tasks, log calls, and schedule events with your customers and prospects. InCountry’s equivalent of this component resembles the native Salesforce component and provides a similar user experience.

Creating a new task activity

  1. Within the Activity component, locate the New Task tab and select it.

  2. Click Add new Activity.

    Activity block

  3. Fill out details of a new activity.

  4. Click Save.

Filtering task activities

  1. Select the New Task tab.

  2. Locate the Filter icon and click it.

  3. Define the filtration criteria.

  4. Click Apply or Apply & Save (to permanently save the filtration criteria).

Activity block - Filtration criteria

Logging calls

  1. Select the Log a Call tab.

  2. Enter the log summary.

  3. Click Save.

Log a Call block

Managing events

  1. Select the New Event tab.

  2. Fill in details for the event.

  3. Define the event time.

  4. Click Save.

New Event block

Closing tasks

  1. Locate the Task Timeline block.

  2. Locate the task you want to close and hover over it.

  3. Check the box. The task is closed.

    Task Timeline block

  4. If you closed the task accidentally, clear the box.

    Choose Status form

  5. In the Choose Status form, select the current status of the task.

  6. Click Save.

Email message component

note

This functionality is supported in the replication model only.

The InCountry Data Residency for Salesforce package provides the Email component supporting the data compliance when sending emails from Salesforce.

Creating a data regulation policy

  1. On the menu, select Settings.

  2. In the Select Object box, select the Email Message object and click Add Policy. The Add Policy form opens.

    Add policy form

  3. In the Type box, select record. The data regulation policy will be applied to Salesforce objects of the record type. This means, that each email message (as a record) will be saved to the country of origin based on the country attribution.

  4. In the Behavior box, select Replication.

  5. In the Destination Country box, select the country for storing and processing the regulated data according to the select data regulation model. The following steps will customize the Related To field shown below:

    Related To

  6. Move the Controlled By Parent toggle right to enable the inheritance of configuration from the parent object.

    Controlled By Parent

  7. In the Select Parent box, enter Related To ID (Account).

    note

    Please note that the User, Lead, and Contact objects are not supported by the Related To field. When you create a regulation policy for these objects, start entering and choose from the drop-down list Related To ID (Account) or any other Salesforce object that has the same field that the required object (User, Lead, or Contact) includes.

  8. In the Source Field box, enter the name of the field which stores the country value. For example: Country field.

  9. In the Source Field Value box, enter the name of the country as you specify it while creating records related to the Email Message object. The value stored within the field will be saved to the country you select in the Destination Country box. This configuration option is available at the record level only.

  10. Save the data regulation policy.

Checking Apex triggers

warning

No Apex triggers must be configured for the Email Message object, otherwise, this functionality will not work.

  1. Navigate to Setup.

  2. On the sidebar, select Custom Code, then select Apex Triggers.

  3. On the Apex Triggers page, ensure that no triggers are available for the Email Message object. If available, remove them.

Creating a Visualforce page with the Email Message component

note

Please follow these instructions if you use Salesforce Classic.

  1. Navigate to Setup.

  2. On the sidebar, select Custom Code, then select Visualforce Pages.

  3. Click New.

    Add Visualforce page

  4. On the Visualforce Page page, specify the following information:

    1. Label - enter the page label.

    2. Name - enter the page name.

    3. Description - enter the description of the page.

    4. Visualforce Markup - add the following Apex code of the Email Message component:

    <apex:page showHeader="false" standardStylesheets="false" sidebar="false" docType="html-5.0" standardController="Account" applyBodyTag="False" applyHtmlTag="False">
<head>
  <apex:slds />
    <apex:includeLightning />
</head>

<body class="slds-scope">
    <div id="lightning" />

        <script>
            $Lightning.use("c:inCountryEmailApp", function() {
              $Lightning.createComponent("c:inCountryEmail",
                  {
                     recordId: "{!Account.Id}",
                     objectApiName: "Account"
                  },
                  "lightning",
                  function(cmp) {}
              );
            });
        </script>
    </body>
</apex:page>

  5. Click Save.

    note

    The code snippet above is valid for the Account object. To make it valid for any other Salesforce object, enter the appropriate Salesforce object name in the following parts:

    • standardController="Account"

    • recordId: "{!Account.Id}"

    • objectApiName: "Account"

  6. Once you have saved the page, you need to add it to the Flexipage layout. Navigate to Setup.

  7. On the sidebar, select Objects and Fields, then select Object Manager.

  8. On the Object Manager page, locate the Salesforce object which you want to add the Email Message page for and select this object.

  9. On the sidebar, select Page Layouts.

  10. Add a new section.

    Adding block to page layout

  11. Select Visuaforce Pages.

  12. Locate the newly added Visualforce page with the Email Message component.

  13. Drag the Visualforce Page to the new section.

  14. Click the Properties icon.

  15. In the Visualforce Page Properties form, enter the height in pixels (by default, use 550 px) and check the box to show the scrollbar.

    Adding block to page layout

  16. Click OK.

Adding the Email Message component to the page layout

note

Please follow these instructions if you use Salesforce Lightning.

  1. Open the list for a specific object and select a specific record.

  2. Click Setup, then select Edit Page.

  3. On the Lightning App Builder page, add a new tab. Select Custom and enter a custom label.

    App builder - adding tab

  4. Click Done.

  5. Select the newly added tab on the page layout.

    App builder - adding component

  6. Drag the InCountryEmail component to the tab.

  7. Click Save.

  8. Click Activation and activate the modified page.

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