2. Preparing the Salesforce instance

Prepare your Salesforce organization to enable easy configuration of CT Vision IR and the ability to work with recognized images.

After customization, check permissions to make sure they are granted to required user profiles.

1. Create CTM Settings Fields

Check that the following fields are created on the CTM Settings object that will be used in the CT Vision IR logic. If any of these fields is missing, create it manually:

Field

API Name

Type

Colors

clm__Colors__c

Text(255)

Component

clm__Component__c

Text(255)

Default View

clm__View__c

Text(255)

Editable

IsEditable__c

Checkbox

Enable Gallery

IsGalleryEnabled__c

Checkbox

Enable Simple View

Enable_simple_view__c

Checkbox

Get Geolocation

clm__IsGetGeolocationEnabled__c

Checkbox

Icon

Icon__c

Text(255)

Field Key

FieldKey__c

Text(255)

Fields To Display

FieldsToDisplay__c

Text(255)

KPI

KPI__c

Text(255)

Label

clm__Label__c

Text(255)

Object Record Type

clm__ObjectRecordType__c

Text(255)

Order

clm__Order__c

Number(18,0)

Plan

Plan__c

Number(18,0)

Provider

Provider__c

Text(255)

Type

clm__Type__c

Text(255)

Vision Object

VisionObject__c

Text(255)

2. Create CTM Settings Record Types

Create new record types for the CTM Settings object and set up layouts for each record type to set up CT Vision IR layouts and enable various CT Vision IR functionalities:

Click the link to view the required fields and their description for the corresponding record type. To create record types, refer to Salesforce Help.

3. Add New Values to the Type Field

Specify new values for the clm__Type__c picklist:

  • For the Vision Shelf record type:

    • Photo

    • Collection

  • For the Vision KPI record type:

    • Percent

    • Amount

  • For the Vision Product List record type:

    • Checkbox

    • Double(16,2)

    • Number(18,0)

    • Text

4. Prepare Layout for the Vision Setup

Add the Product Synchronization Criteria field to the layout of the Vision Setup custom metadata type.

5. Assign Permission Set for Administrators

Assign the CT Vision Administrator permission set to administrators. The permission set contains all required permissions for the correct operation of the CT Vision IR.

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