Managing InCountry flags

The InCountry Data Residency for Salesforce package introduces a set of custom metadata types, so called flags. These flags regulate the activation of specific features within the package.

1. On the menu, select Settings.

2. On the Settings page, locate the InCountry Flags section.

3. Click the down arrow icon to expand the list of flags within it.

The list of InCountry flags includes the following:

1. CountryISOFromUserProfile - this flag regulates the fetching of the country location from the user profile, otherwise it is determined automatically from the IP address.

2. EnableRangeKeyFilter - this flag regulates the usage of the range key filter for searching for numeric values within the specified range.

3. PIIFieldsAutoConfiguration - this flag regulates the automatic configuration of the PII fields for Salesforce objects based on the common patterns.

4. USE_NAMED_CREDENTIAL - this flag regulates the usage of OAuth authorization instead of certificates on the Salesforce organization.

5. RECYCLE_BIN_ENABLED - this flag regulates the automatic removal of records upon their reaching the removal date.

6. PostCommitNotification - this flag regulates the notification of the failed post-commits when creating or updating the record.

7. Related List Sync - this flag regulates the checkup of a synchronization status for a Salesforce object and its related components by the poller component. If disabled, the poller component checks the synchronization status for the Salesforce object only.

8. FilesTrigger - this flag regulates the synchronization of files between the InCountry platform and Salesforce Lightning.

9. FilesTriggerClassic - this flag regulates the synchronization of files between the InCountry platform and Salesforce Classic.

10. EscapeCSVFiles - this flag regulates the escaping of special characters when you export the list of records for some Salesforce object.

11. PII_FIELDS_VALIDATION - this flag regulates the validation of PII fields when defining the data regulation model for Salesforce objects. This option verifies the existence of a field, user permissions to create a configuration for this field, and the applied hash function.

12. PII_POLICIES_TRIGGER_ENABLED - this flag regulates the validation of configured data regulation policies for Salesforce objects. This option verifies that only one policy is configured per Salesforce and per object type and there are no conflicting configuration duplicates.

13. Enable Safe Sync - This flag enables the safe synchronization of regulated records between Salesforce and the InCountry platform. For the details on this option, please check our documentation.

To add a new flag:

1. In the Enter flag label box, enter the label of the flag.

2. To activate the flag after creation, move the toggle right.

3. Click the plus icon.

The flag is added to the list.

To enable or disable the flag:

1. On the list with flags, locate the flag which you want to enable or disable.

2. To disable the flag, move the toggle left.

3. To enable the flag, move the toggle right.