Self Detailing 1.0: Sites Settings

For users of the CT Mobile package below v. 3.63.

One of the steps in setting up the Self Detailing functionality is to create and set up a site.

Create a Site

Add a domain to create a site.

Create a site to collect CLM presentation statistics via Self Detailing:

  1. Go to Setup → User Interface → Sites and Domains → Sites.

  2. Click New and specify the parameters of the site.

    1. Fill out all required fields;

    2. Make sure that the Active and Lightning Features for Guest Users fields are checked;

    3. Select Allow framing from any page (No protection) in the Clickjack Protection Level field.

    4. Specify Active Site Home Page. Use the lookup field to find and select the Visualforce page that you developed for your site’s home page.

You can set up any site. To create a site and active Visualforce page, please read Salesforce Help. . Click Save.

The site is created.

Set Public Access to the Site

Public access settings control what public users can do on the site. To set the public access settings for your site:

  1. From Setup, enter Sites in the Quick Find box, then select Sites.

  2. Click the name of the site you want to control.

  3. Click the Public Access Settings button to open the Profile page for your site profile.

  4. In the Object Settings section, click Applications → Edit → check the Enabled checkbox next to Read, then grant read access for all fields and click Save.

  5. Follow the path in step 4 for the Custom Scenario and Slides objects.

  6. In the Object Settings section, click ApplicationStats → Edit → check the Enabled checkbox next to Read, Edit, and Create, then grant read and edit access for all fields and click Save.

  7. In the Apex Class Access section, click Edit, add ApexRestHelper in the Selected box and click Save.

  8. Go to CT Mobile Control Panel: Presenter and specify the site URL in the Endpoint URL field.

The public access is set.

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