Post Config Guide - WIT

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By default, when a process or flow interview fails, Salesforce sends an email with details about everything that was executed and what failed. The details include the data that's involved in the process or flow, including user-entered data. The user who last modified the flow will be the default recipient of the email. To avoid receiving the FlowApplication errors via email, please follow the steps below:  

1. Go to setup > Process Automation Settings 

2. From the Process Automation Settings, change the “Send Process or Flow Error email to” to Apex Exception Email Recipients and save. 

3. Go to setup > Apex Exception Email and do not set (or remove) any user or emails.

Create Community Page 

Go to Setup > All Sites > Select the community site > Builder

There is one page you need to set up for WIT for every client project; the Checkout Page. If you are notified the client is going to pay for WIT as a separate product licence, set up all the following pages:

To create a new page, just follow the steps below: 

Repeat the same steps for all the pages. 

Page Title 

Make sure to edit the page title in every page and it depends on the client preference. 

Assign flow to the Pages 

Open one of the pages that you created. Drag the “ASFundraisingFlow” custom component into the centre of the page.

Fill out the flow details. Note: Flow name should have a prefix of WITFA__flowname

• See the list of flow details link under “ASFundraising Flow” section. Repeat the same steps for all the pages.

Update the CSS 

A message will appear ‘Override CSS?’; select Use Overrides. Paste the CSS code provided into the edit window.

Security and Privacy

Create the Trusted Sites for Scripts below. Set the Status to Active for all entries.

Public Access

Make all the pages accessible to public. Repeat the same steps for all the 3 pages (Multi Screen, Single Screen and Checkout Page).

Go to Settings > General > Enable “Public can access the site”. 

Publish Site 

Click the Publish button at the top right hand corner of the page.

Guest User Profile Permissions

Object Settings

Set all object permissions to Read.

Object Names:

• Gateway disclaimers

• GAU selection list

• Campaign dollar handles

• GAU allocations

• Campaigns

Apex Class Access 

 Update Time Zone for Guest User 

Go to Setup > Profiles > Web Integration Toolkit Profile > Guest User Licence.

Update the time zone to Australia or wherever is the client located. Click Assigned Users and Edit. 

Click Edit. Set up the correct Time Zone under Locale Settings.

Activate Site

Flow Access 

Give the Salesforce Admin or other profile access to wit flows. Go to Setup > Profile > System Admin > Object Settings.

Setup CSP Trusted Sites 

Go to Setup > CSP Trusted Sites. Make sure that the following trusted sites below are created.

Setup CORS 

Go to Setup > CORS. Make sure that the following CORS below are created.

Setup Remote Site Settings
Go to Setup > Remote Site Settings. Make sure that the following remote sites below are created. 

Manage Campaign Record Types 

These are the available campaign record types depending on the WIT subscription that the client has. Deactivate other record types if not needed.  

Setup Custom Metadata Types
Go to Setup > Custom Metadata Types. Find Web_Page_URL and select “Manage Records”. 

Make sure that these metadata are created.

Setup Custom Settings
Go to Setup > Custom Settings > Web Toolkit Settings and click “Manage”. 

Create a new one and choose what WIT features need to enable. For example, if the client is only using the Multi Screen Donation Page then, enables only that feature. 

Note: If they will use PayPal (Make sure that the PayPal Default Currency has a value of “AUD”).

Generate Encryption Key 

Go to App Launcher > Web Toolkit Settings > Session > Encryption. Click Generate. 

Schedule Generate Encryption Key 

Go to Developer Console > Debug > Open Execute Anonymous > Windows > Paste the code below and execute. This will run every midnight. 

String schedName = 'AS Randomize WIT Encryption Key';
System.schedule(schedName, '0 0 0 ? * * *', new WITFA.ASWITEncryptionKeyRandomizerSchedule()); 

To check the job. Go to Setup > Scheduled Jobs. You will see it listed as ‘AS Randomize WIT Encryption Key’.

Trigger Handler  

Go to App Launcher > Trigger Handler > Create new if doesn’t exist yet. 

Product specific settings 

ProntoGiving

Setup Campaign Donation Record Types

Copy the “Donation Page” record type id in the campaign object. Go to Setup > Object Manager > Campaign > Record Types > Donation Page (WITFA) namespace.  

Go to Setup > Custom Settings > ProntoGiving Settings > Manage. 

Edit the Custom Settings. Paste the record type id.

(Optional) If there is an error when uploading a campaign banner 

Switch to a classic environment. Go to Setup > Content Permission > Library Administrator > Edit. Enable all actions.

Content Deliveries and Public Links 

Also, ensure the permission ‘Create Content Deliveries’ is enabled in the profile by going to Setup > Profile Name > System Permissions. 

Go to the Campaign Lightning Page and click on the Flow Component: ASUploadCampaignBanner. On the right hand side you will see a checkbox ‘Pass record ID into this variable’. Ensure this checkbox is enabled.

ProntoPayments 

Go to ProntoPayments Settings > Settings > Basic. Disable the “Auto Create Payment Transaction” toggle.

Other Profiles that will use WIT 

Go to Setup > All Sites > Select Community Site > Administration > Members. Add the custom profile or permission set and save. 

Make sure that it has access to all record types in the Payment Transactions object. Go to Setup > Profiles > Custom Profile Name > Object Settings > Payment Transactions. 

Update BDE Item Record Mapping 

Go to ProntoGiving Settings > Batch Donation Entry > BDE 2.0 > Item Record Mapping. Note that this is the baseline mappings for WIT and FA. See link.  

In the table below, the first column is the old mapping, you need to replace it with the second column. See the example. 

Old (BDE Item Fields) 

New (BDE Item WIT Fields)

ProntoEngage Mapping 

Go to App Launcher > Campaign Importer > Campaign – Opportunity Mappings.

WIT CICD

These include: 

• Layouts -> Please refer to FA Demo Org  

• Campaign -> Please refer to the FA Demo Org 

• Campaign Member 

• Campaign Dollar Handle 

• BDE Item 

• GAU Selection List 

• Gateway Disclaimer 

• Gateway 

• BDE Item Record Mappings 

• BDE Templates 

• BDE Item Defaults 

WIT Gateway and Security Settings

Google ReCaptcha 

Go to App Launcher > Web Integration Toolkit Settings > Settings. Select Google reCAPTCHA v3 or v3 as Anti-Spam. 

Provide the Google reCAPTCHA site key. See this link on how to setup.

HoneyPot 

Go to App Launcher > Web Integration Toolkit Settings > Settings. Select ASHoneyPot as Anti-Spam. 

PayPal

Go to App Launcher > Web Integration Toolkit Settings > Settings. Ask the client for the PayPal Client Id. 

You can also select the minimum amount and to allow cents but it depends to the client preference. 

Google Pay 

Go to App Launcher > Web Integration Toolkit Settings > Settings. Ask the client for the Google Pay Merchant Id and Google Pay Merchant Name. 

Note: Enable GooglePay Sandbox when you’re in a sandbox environment.