Setup for Assignment Workflow (Canvas) in Salesforce

Assignment Workflow feature is mainly designed for Sales Managers to be able to perform various workflows that were previously only available in the Fullcast.io web app. Some of the assignment workflows can now be performed in Salesforce without having to even log into the Fullcast.io web app.

Custom Metadata Types in Salesforce

1. From Setup in Salesforce, enter Apps in the Quick Find box. Select App Manager.
2. Find Fullcast Motion Package and click on Edit by selecting the dropdown menu against that.  
3. Manage Connected Apps page will pop up. In the Canvas App settings click the checkbox Canvas. 
4. Next, enter the
   1. For Prod URL: https://app.fullcast.io/api/v1/canvas/auth  
   2. For PreProd: https://fullcastpreprod.herokuapp.com/api/v1/canvas/auth
5.  Make sure that the Available components in Locations tab is moved to the Selected. Click Save.
6. For the tab Lifecycle Class find Fullcastcanvas using search bar. From that select FullcastLifecyclerHandler class. 
7. After saving, copy the API name from the resulting page. 
8. Find Custom Metadata Types from quick find. 
9. Click on Manage Records against Fullcast Policy Setting. 
10. In the page that comes up, find Canvas Developer Name and click on the edit tab placed against it.
11.  Give the API name in the Field Value tab and save it. Make sure that the field value name matches the API Name of the Connected App that was created to connect the Fullcast App.

12. Update the tenant settings with the tenant ID which is connected to the salesforce instance. Update the Tenant ID record in the Fullcast Policy setting page. If this is a sandbox setup then update the Tenant ID Sandbox record in the Fullcast Policy setting page.

    

Adding profile and permission to access Assignment Workflow

1. From Setup in Salesforce, enter Apps in the Quick Find box. Select App Manager.
2. Find Fullcast Motion Package and click on Manage by selecting the dropdown menu against that.  
3. In the screen that appears click on Edit Policies.
4. In the OAuth Policies section select Permitted Users tab as Admin approved users are pre-authorized and click Save.
5. After saving, in the screen that appears scroll down to look for the Profiles tab. Click on Manage Profiles.
6. Profile can be selected based on the customer requirement. 

7. Similarly, Permission can also be set based on the customer requirement.  

   

   After the custom settings and profiles and permissions are created, the user now have to setup the Object Manager. To know how to setup the Object Manager for assignment workflow click on the link.

Troubleshooting Guides:

Access Denied error