Onboarding Custom Settings

Intro

3B Onboarding is delivered with configurable settings under the hood that help implementers configure the application.

There are two types of under the hood configuration settings – Custom Settings and Custom Metadata*** and they are both available to system administrators to configure by navigating to Salesforce Setup.

Custom Settings

Using Custom Settings, we can configure things such as default behaviour and private keys for integrations. The application is delivered with the following custom settings:

Broad Bean Integration

These settings are for configuring the Broadbean integration.

Logic Melon Integration

These settings are for configuring the LogicMelon integration.

Onboarding Trigger Control

These settings help us control the APEX Trigger flow and enable/disable triggers to aid the data migration process and to allow better debugging.

Onboarding Default Settings

These settings should only be configured by system administrators.

1. New Applicant Account – not used anymore for new implementations, however, implementers can use to soft-code new registrants default account assignment
2. New Appliacnt Record Type – not used anymore for new implementations, however, implementers can use to soft-code new registrants default record type assignment
3. Theme – not used anymore for new implementations
4. Job Post Page – default html page name for job posts. Only used for OOTB implementation of the onboarding product.
5. Google API Key – this is the API key for google address autocomplete services. When supplied, the job board will allow users to search for jobs based on address keyword search
6. Visualforce External Site URL – this is the salesforce site*(link to article) URL that is enabled for APEX Rest communication. This is used in numerous locations.
7. Site URL – similar to Visualforce External Site URL, but only enabled for API communication
8. Use Community Licenses – not used anymore for new implementations
9. Default Job Board – this is the ID of the Job Board *(link to article). Only used for OOTB implementation of the onboarding product.
10. My Docs: Show Expanded Details on Load – only used when My Documents is hosted on Salesforce Visualforce. Allows you to pre-determine whether document sections are expanded or collapsed by default when the My Documents page loads.
11. Job Board Max Search Distance – this is the default search distance selection when Google Address API is provided and address autocomplete is implemented on the job board

Custom Metadata

Using Custom Metadata, we can configure default behaviour for integrations and app workflows.

Filter Condition

Filter Conditions custom metadata type is used to define the matching conditions and rules for expression builder types. An example usage is for defining the filtering options on a Custom Rule

Field	Description	Options	Example
Label	This is the rule label.		Certificate
Type	The type of search condition	Related Object, Text, Date, Boolean, Picklist	Related Object
Search Icon	The SLDS icon's name for the selected condition in the expression builder		standard:collection
Order	A number that helps us order conditions in the expression builder		1
Group	What expression builder target this condition rule is for	User configurable. "Compliance" ootb	Compliance
Condition Object	Target comparison object		Certificate Type
Condition Object Title Field	Target comparison field's title		Certificate Name
Condition Object Subtitle Field	Target comparison field's sub-title
Match Object			Compliance Rule
Match Object Field			Compliance Rule Name