This installation guide applies for Salesforce Package 1.8 Winter 2023.
1. Install Salesforce Package
Please use below URL for managed package installation -
Salesforce Package 1.8: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4x000000B2mg
Navigate to the setup tab and input the provided Salesforce API Key.
Once configurations have been completed, save your changes.
2. Configuring Custom Metadata types
Navigate to custom metadata types page from Setup
Select Company Sync Field, here you will see the current customizable options that are coming through via the sync.
To create additional fields, select new, and you will be able to enter in new fields for the user.
Label - How you would like to refer to the new label
Company Sync Field Name - Salesforce will automatically input a value
Company Sync Settings - Set it to default. If you want to create a new company sync setting first create a new company sync setting value in the Custom Metadata page.
SF API Name - This will be the same as your custom field value that is created within Bluevolt. To learn how to create custom field within Bluevolt refer to the following: https://bluevolthelp.zendesk.com/hc/en-us/articles/4764045330715-Add-Custom-Profile-Fields
Object - Choose which Bluevolt object you are creating the field for.
BV API Name - This will be the same as SF API Name
Type of Field - This will be the same type as your custom profile field
3. Generating Salesforce API Key
To generate a Salesforce API Key, reach out to your CSM.
Go back to BlueVolt Developer Portal.