Managing components

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

• Web-to-Lead component
• Activity component
• Email message component
• Lead Convert component

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.

   

6. Click Edit.

7. Select the InCountryWebToLeadService class and click Save.

   

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 the Border URL address (for example, https://sa-proxy-mt-01.api.incountry.io/) and append x-inc-sa-mt-query/services/apexrest/leadservice to this address for the fields with values that will be passed as query parameters within the request body or x-inc-sa-mt-body/services/apexrest/leadservice for the fields with values that will be passed as JSON Body without query parameters. For more information, see the Creating new integrations section.

11. Click the Save icon.

    

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.

    

    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://sa-proxy-mt-01.api.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

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

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.

   

5. Regulate the visibility of components by adding filters.

   

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.

   

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).

Logging calls

1. Select the Log a Call tab.

2. Enter the log summary.

3. Click Save.

Managing events

1. Select the New Event tab.

2. Fill in details for the event.

3. Define the event time.

4. Click Save.

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.

   

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

   

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

6. Click Save.

Email message component

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.

   

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:

   

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

   

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.

Adding the InCountry Apex trigger

The InCountry Apex trigger allows you to set automated deletion of email messages from the InCountry platform, when they are deleted from Salesforce. To add the InCountry Apex trigger, follow the steps below:

1. Open the Developer Console.

2. From the File menu, select New, then click Apex Trigger.

3. Populate the trigger name and select the respective sObject. The name must be InCountryEmailMessage.

   

4. Click Submit.

5. Replace the trigger body with the code below.

trigger InCountryEmailMessage on EmailMessage (before delete, after delete) {
    SObjectType triggerType = Trigger.isDelete ? Trigger.old.getSObjectType() : Trigger.new.getSObjectType();

    if (Trigger.isDelete && !InCountryReplicationTriggerHandler.disableTrigger && !InCountryReplicationTriggerHandler.alreadyExecuted(triggerType)) {

        InCountryReplicationTriggerHandler handler = new InCountryReplicationTriggerHandler(triggerType.getDescribe().getName());
        if (Trigger.isBefore) {
            handler.handleBeforeDeleteEmailMessage();
        } else {
            handler.handleAfterDeleteEmailMessage();
            InCountryReplicationTriggerHandler.registerExecution(triggerType);
        }
    }
}

Creating a Visualforce page with the Email Message component

1. Navigate to Setup.

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

3. Click New.

   

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.

    

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.

    

16. Click OK.

Adding the Email Message component to the page layout

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. Click Done.

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

   

6. Drag the InCountryEmail component to the tab.

7. Click Save.

8. Click Activation and activate the modified page.

Lead Convert component

The InCountry Data Residency for Salesforce package provides the Lead Convert component that converts a lead to an account, contact, or opportunity using information from the lead you’re converting.

Adjusting the Lead Convert component

To override the predefined actions with the customized InCountry Lead Convert component using Quick Actions, follow the steps below:

1. From Setup, click Objects and Fields, then select Object Manager.

2. Select the Lead object.

3. On the sidebar, select Page Layouts.

4. Open the object layout.

5. In the Layout menu, select Mobile & Lightning Actions. Find the Convert Quick Action button.

   

6. Drag the InCountry’s Convert Quick Action button to the Salesforce Mobile and Lightning Experience Actions section.

7. When done, click Save.