Prior to using Cloudapps's SuMo for Salesforce, administrators will need to decide which object triggers to add, activate or deactivate, in order for Rewards to be generated for users of the application.
Note: We recommend that when utilising any of the seed content, start with a clone of the original so that future updates can be reviewed before being deployed.
Trigger-enabled Objects
Following installation, a broad selection of Objects are already trigger-enabled.
Administrators can choose to disable any objects they don't wish to be assessed. They can also add further objects to be trigger-enabled and, therefore, assessed for Rewards.
To generate any additional triggers necessary for assessment, see the Trigger Deployment Tool section below. This provides details of how to generate and configure triggers for additional standard, optional or custom objects.
To disable triggers on any of the supported Objects, within the sidebar select Build | Installed Packages
Click on Configure beside the SuMo package name
Click on the Configuration section
Administrators can turn off the triggers by unchecking the "Active" checkbox for the Objects they wish to disable. Doing so turns off Behaviour assessment for the objects that have been disabled. Rewards will no longer be generated for any Behaviour based on an object that has had its trigger disabled.
Each change is saved immediately.
To enable triggers on additional Objects, select the object required from the Add an Object picklist
The page will then reload and the object that was selected will have been added to the list of trigger-enabled objects.
Then the administrator can check the "Active" checkbox for the object they wish to trigger-enable.
Clicking Delete in the Edit column will remove objects that have been added from the list. This will also disable any active triggers on those objects.
Note: The trigger will still need to be created. Go to the Trigger Deployment Tool section below for help with this task.
Trigger Deployment Tool
The Trigger Deployment Tool can be used to generate and deploy the triggers necessary to allow standard, optional or custom objects to generate Rewards via the Assessment Engine.
The Tool can also be used to generate test classes if required, but it should be noted that the code which is generated does not take into account any business logic defined in validation rules, flows, triggers or any other configurations. Therefore, the test class code may need to be modified before it can be deployed successfully using this tool.
To access the Trigger Deployment Tool:
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Installed Packages
Click on Configure next to the SuMo package name
On the Application Configuration page, expand the Configuration section
Click the Trigger Deployment Tool link
Select the Object(s) you wish to generate Triggers for:
By default, the "Generate Test Class" checkbox is selected, but you can deselect it if you do not want the tool to generate a test class.
Click "Next"
On the next screen, you'll see the Trigger code for the Object(s) you have chosen. If you elected to generate Test Classes there will also be a tab which displays the template Test Class code for you to amend if necessary:
Click Deploy
The deployment may take a few minutes, so you'll probably see message such as: "Packaged code and uploading to Salesforce", followed by "Deployment in progress". Once the Object(s) have deployed successfully, you will see a "Deployment Successful!" message.
If the Deployment fails, you may need to edit the Test Class Code as mentioned at the beginning of this section.