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Quick start guide for three-model package

About this document​

This document provides a step-by-step guide on how to get started with the three-model package supporting the restriction, redaction, and UI-based replication models.

Package installation​

note

For the details on package installation, please 📃 check our documentation.

  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 packages for Salesforce administrators.

note

Contact your Technical Account Manager to get the installation URL to the latest package version.

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

Enabling Identity Provider​

Warning

Please enable the identity provider only if you encounter the Data Not Available error. Skip these instructions if the error does not occur.

Data Not Available

  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.

note

Please do not share details of the identity provider setup with InCountry or any third party.

Prerequisites​

The InCountry platform provides the OAuth2-based authorization. Before you register an endpoint, you need to do the following:

  1. Create a new account.

  2. Log in to the InCountry Portal.

  3. Create a new environment.

  4. Create a Salesforce service of the Salesforce type.

Registering an endpoint​

For the details on registering InCountry endpoints, please 📃 check our documentation.

  1. In the App Launcher form, select InCountry.

  2. Open the Settings tab.

  3. On the Endpoints tab, click New endpoint.

  4. Enter credentials that you received when created a new service on the InCountry portal.

  5. Click Create endpoint. Wait until the process of creating an endpoint is completed.

  6. When complete, click Acknowledge.

  7. Follow the instructions on the register a self-signed certificate form.
    For the details, please check our documentation.

  8. When complete, click Next.

  9. In the Certificate field, select the self-signed certificate.

  10. Click Specified certification. The new endpoint has been created successfully.

Configuring data regulation policies​

note

For the details on configuration of data regulation policies, please 📃 check our documentation.

  1. Select Settings, and then select the Regulated objects tab.

  2. On the Regulated objects tab, click Regulate SF object.

  3. In the Create policy form, fill out the information about the new policy:

  4. Click Save.

Configuring protected fields​

For the details on the configuration of protected fields, please 📃 check our documentation.

  1. On the menu, select Settings, and then select the Regulated objects tab.

  2. Select the Salesforce object which protected fields you want to add.

  3. Click Add protected field.

  4. In the Create protected field form, fill out the information about the new protected field:

  5. Click Save.

Swapping Salesforce components with InCountry UI components​

The InCountry Data Residency for Salesforce package provides proprietary components meeting compliance requirements.

To show records with protected fields according to the redaction data regulation policy, you need to swap Salesforce components with InCountry UI components. This can be achieved in the following way:

  1. Select the existing application for which InCountry UI components should be applied or create a new application to manage regulated data.

  2. Replace tabs within apps.

    1. Configure restrictions to tabs in user profiles.

    2. Replace standard tabs with customized tabs.

  3. Add a custom component.

Additional configuration​

  1. Register custom objects within the InCountry Data Residency application.

  2. Configure the search panel to look up records in Salesforce.

Using the application​

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