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3B Portals & Mobile App: Difference between revisions
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== Initial Setup == | == Initial Setup == | ||
=== Permissions === | === Permissions === | ||
Make sure that the Guest Site/Guest Community has the appropriate permissions. Since 3B Portals runs by default using a Guest User Profile, you need to grant access to the following resources to your running Guest Profile: | Make sure that the Guest Site/Guest Community has the appropriate permissions. Since 3B Portals runs by default using a Guest User Profile, you need to grant access to the following resources to your running Guest Profile: | ||
* VisualForce Pages: | * VisualForce Pages: b3p.Portal, b3p.FlowEmbeddedComponent | ||
* Apex Classes: | * Apex Classes: b3p.GlobalRemotingRouter | ||
* Any component specific Object/Field level permissions (check the [[3B Onboarding Portal Components]] documentation) | * Any component specific Object/Field level permissions (check the [[3B Onboarding Portal Components]] documentation) | ||
* If you are embedding the portal in an iFrame outside of Salesforce, make sure to configure your [https://help.salesforce.com/s/articleView?id=sf.extend_code_cors.htm&type=5 CORS whitelist] | * If you are embedding the portal in an iFrame outside of Salesforce, make sure to configure your [https://help.salesforce.com/s/articleView?id=sf.extend_code_cors.htm&type=5 CORS whitelist] | ||
* If using 3B Portals with 3B Onboarding, grant access to the page 3bo__P instead of 3bp__Portal | |||
=== Custom Settings === | === Custom Settings === | ||
3B Portals requires that the "Portal" custom settings is present. You can enter your third party API keys and other base configuration in the custom settings. Here's a description of each config item in the custom settings: | 3B Portals requires that the "Portal" custom settings is present. You can enter your third party API keys and other base configuration in the custom settings. Here's a description of each config item in the custom settings: | ||
* Google Fonts API Key | * API fields – elect a new API - only user. This user will be used for the communication between the portal and Salesforce | ||
* GCM Key – do not update the default key. If the client wants to use their own GCM key for push notifications, you can update this field. | |||
* Google Fonts API Key – do not update the default key. If the client wants to use their own Google Fonts API for portal fonts, you can update this field. | |||
* Site URL – Important setting that will allow us to serve the portal, display custom components and more. | |||
== Running and Embedding Portals == | == Running and Embedding Portals == | ||