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    Installation and Configuration
    • 11 Nov 2024
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    Installation and Configuration

    • Updated on 11 Nov 2024
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    Article summary

    This article provides guidance on the installation and configuration of the Relay Unmanaged Package. For details on the managed package installation from the Salesforce App Exchange, users are advised to contact their Relay Account Team. The installation process for the Relay Unmanaged Package is straightforward. After installation, several configuration steps are necessary. Users should begin by setting default values, including the Relay Client ID. A Named Credentials configuration is essential for communication between the Relay package and the Relay platform. Additionally, two permission sets must be established. To enable near real-time event updates from the Relay platform, a Connected App configuration is also required. Following these steps in the recommended order ensures proper setup and functionality of the Relay package.

    NOTE

    This article covers the Relay Unmanaged Package Installation and Configuration. Please reach out to your Relay Account Team for details on installing our managed package from the Salesforce App Exchange.

    Installation

    Installation of the Relay Unmanaged Package is a very straight forward process.

    Configuration

    After installing the Relay package for the first time, there are several areas that need to be configured. Relay recommends going through each of the configuration sections in the order listed below.

    1. Custom Metadata - Configure several default values, including setting your Relay Client ID, used by the Relay package.

    2. Named Credentials - In order for the Relay package to be able to communicate with the Relay platform, a Named Credentials configuration is required.

    3. Permission Sets - Two permission sets will be required to be setup.

    4. Connected App - In order to receive near real-time event updates from the Relay platform, a Connected App configuration is required. 

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