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First, 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:
   (This permission set is only required for the integration user authorisation in the configuration wizard, and can be removed after that step)

   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

Then, configure Social25

1. Login as the Integration User

1. (preferably in a new anonymous browser window)

2. From the Applauncher, go to the Social25 app

3. Select the Configuration tab

2. Follow the wizard steps

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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.

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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.

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.

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Channels

You can now chose to add social messaging 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.

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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 mailto:support@gomeddo.com

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Chat Window

This step is skipped by default, but allows you to configure things such as how to send messages and which mime files types are supported for sending.

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Migration

This step is skipped by default, as it is only relevant for older Social25 installations.

Next Steps

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