Quick start guide for legacy package

About this document

This document provides a step-by-step guide on how to get started with the legacy package supporting the trigger-based replication model.

Prerequisites

Before installing the package, you need to check and enable the following prerequisites:

• Chatter

  • This is a required feature for the package installation. It is used in the InCountry debugging tool.

• Orders

  • This is a required feature for the package installation. Enable Orders only if you need to regulate this object.

Package installation

1. Log in to your Salesforce instance.

2. Create the installation URL for the InCountry Data Residency for Salesforce package by combining the following:

   1. Address of your Salesforce instance: https://{your-salesforce}.lightning.force.com/.

   2. Package URL path: packaging/installPackage.apexp?p0=04t3R000000c4QQQQI (example)

3. Install the InCountry Data Residency for Salesforce package for Salesforce administrators.

The resulting URL address for package installation should be similar to the following pattern:

https://{your-salesforce}.lightning.force.com/packaging/installPackage.apexp?p0=04t3R000000c4QQQQI

Assigning permission sets

1. Navigate to Setup > Administration > Users > Permission Sets.

2. Assign the InCountry User and InCountry Admin permission sets to appropriate Salesforce users.

Enabling Identity Provider

1. Navigate to Setup > Settings > Identity > Identity Provider.

2. Click Enable Identity Provider. This action will generate a self-signed certificate.

3. Select the recently created self-signed certificate and click Save.

4. Upon confirmation in the prompted dialog box, you will see details of the identity provider setup.

Now you can proceed with the registration of the certificate.

Configuring Remote Site settings

1. Navigate to Setup > Security > Remote Site Settings.

2. Click New Remote Site.

3. Enter the provided REST endpoint (for example, https://sa-restapi-mt-01.api.incountry.io/) into the Remote Site URL box.

Setting up OAuth2 authentication and authorization

Before configuring OAuth2 authorization for the package, you need to create an account on the InCountry Portal.

Please follow these steps:

1. Create a new account.

2. Log in to the InCountry Portal.

3. Create a new environment.

4. Create a new Salesforce service.

5. Configure an authentication provider for a Salesforce organization.

6. Register an authentication endpoint.

7. Register a REST API endpoint.

8. Create a custom metadata type for a REST API endpoint.

9. Create an authentication provider.

10. Register named credentials in a Salesforce organization.

11. Configure a custom metadata type for a Salesforce organization.

Configuring data regulation policies

1. Select Settings.

2. Select the Salesforce object.

   

3. Select the data regulation policy.

4. Select the restriction type for the Salesforce object.

   

5. Specify the country for storing regulated data of the current Salesforce object.

6. Click Add.

Configuring protected fields

1. Select Settings.

2. Select the Salesforce object.

3. Click Add Field.

   

4. Select the field that will be treated as protected, select the hash function, and adjust optional parameters if needed.

5. Click Add.

Additional configuration

1. Create Apex triggers for each Salesforce object having protected fields with regulated data.

2. Add the Poller component on Detail View.

Using the application

Once you have configured the application correctly, you can proceed with the management of records containing regulated data in Salesforce.

If you use the replication data regulation policy, your user experience will not differ from the native user experience in Salesforce.