function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
VarunYagain.ax1323VarunYagain.ax1323 

Automating the setting up of the application environment.

We are developing an application that shall be listed on the AppExchange. To make for a case of least possible support/intervention during deployment by a customer, we wish to achieve the following as part of installation (which are not part of the package)

 

[1] Create roles

[2] Create profiles

[3] Create sites

[4] Create customer portal

[5] Mark objects that are available to customer portal

[6] Set up custom settings

[7] Set up sharing rules

[6] Editing role of the CRM user

[8] Enabling Translation (end-user languages).

 

Some are these are part of meta-data (but not package) and this still means that the vendor has to deploy this on the new environments. Is there a better way?

DevAngelDevAngel

While we are providing more programatic access to this kind of "setup" data via the metadata api, you will still need to do some of this by hand using detailed and clear instructions.

 

 

Cheers