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This article elaborates on the steps needed to configure the Social25 package. When you are upgrading from an older version, go through these steps and perform the missing steps

Create an Integration User

Always use a dedicated API user for access to Social25. This is crucial as Salesforce is rolling out 2FA.

  1. Create a user with a Salesforce user license and Standard User profile. Make sure the user has both a First name and Last name (e.g. 'Integration Social25')

  2. Create an 'API user' Permission Set with the following permissions:

    1. Under System Permissions:

      1. API Enabled

      2. Password Never Expires

  3. Create a Social25 User Additional Permission Set with these permissions: Permissions Overview Standard Fields

  4. Create an ‘Social25 Configuration’ Permission Set with the following permissions:

    1. Under System Permissions:

      1. Modify Metadata Through Metadata API Functions

      2. Customize Application

      3. View All Data

  5. Assign all these Permission Sets to the user created in step 1:

    1. Social25 Integration

    2. API user

    3. Social25 User Additional

    4. Social25 Configuration

  6. Assign a Social25 License to the integration user you created in step 1(only in Production)

    1. Go to Setup

    2. Go to Installed Packages

    3. Click Manage Licenses next to Social25

Info

The Social25 Configuration permission set is only necessary to perform the two following steps in the configuration wizard:

  1. The authorization step: To authorise the integration user with Social25

  2. Creation of missing lookup fields: To use the built-in trigger it is necessary to create additional lookup fields which are not possible to include it in the Social25 Package

When the user is not performing one of these actions, it is also not required to keep the Social25 Configuration permission set assigned.

Configure Social25

  1. Login as the Integration User

  2. Go to the Social25 app

  3. Select the Configuration tab when this tab is not active

  4. Follow the steps in the configuration wizard:

Environment Selection

Start

By default only two environments are available to connect with: Production and Sandbox. These refer to the Heroku environment you are using: select Production for Heroku Production, or Sandbox for Heroku Staging.

It is also possible to connect with our Acceptance or even Development Heroku instances for specific purposes. Please reach out to the Social25 team for instructions on how to do this.

Next Steps

Congratulations, you can now onboard new messaging channels via the wizard!

Please proceed

Authorization

In this step, you enable the current logged in user as the integration user. If you followed the steps accordingly, this should be your dedicated API user we previously created. If not, please make sure to log in with the API user and come back to this point.

Note

After authorizing the integration user, a loading spinner will appear. Please wait and do not close or refresh the browser until the spinner is done.

Channels

You can now chose to add social chat channels by clicking Add New Channel, or click Next toproceed to the Trigger Settings.

For information on how to add channels, have a look at this article.

Trigger Settings

This section allows you to define what the Social25 Trigger should do on incoming messages. Each setting contains an 'i' that you can hover for more information. In case anything remains unclear, feel free to reach out to support@gen25.com

Chat Window

Migration

Next Steps

Proceed to Use Social25 to understand how your users can use the Social25 chat component.

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