Add a site

Navigate to Sites Setup

  • Click New in the Sites tab
  • Fill the Site Edit form as following:
    • Site Label: dialero
    • Site Name: dialero
    • Active
    • Active Site Home Page: SiteLogin
    • Require Secure Connection (HTTPS)
    • Upgrade all requests to HTTPS
    • Enable Content Sniffing Protection
    • Enable Browser Cross Site Scripting Protection
    • Referrer URL Protection
  • Click Save

Configure site

Navigate to Sites Setup

  • In Sites list click on the link under Site Label
  • From Available Visualforce Pages add the following pages to Enabled Visualforce Pages:
    • dialero.dc
    • dialero.dd
    • dialero.ds
  • Click Save

Configure permissions

Navigate to Sites Setup

  • In Sites list click on the link under Site Label
  • Click on Public Access Settings button
  • In Apps section click on Object Settings
  • Click on Calls
  • Click on Edit button
  • Check all possible checkboxes
  • Click Save
  • Repeat the process for Contacts and Leads standard objects, checking the Read status on each.

Configure permissions for Enterprise Edition

Navigate to Sites Setup

  • In Sites list click on the link under Site Label
  • Click on Public Access Settings button
  • Click on Edit button at the top of the page
  • In Custom Object Permissions check all possible checkboxes for Call
  • Click Save
  • In Field-Level Security section click on Call
  • Click on Edit button
  • Check all possible checkboxes
  • Click Save
  • Repeat the process for Contacts and Leads standard objects, checking the Read status on each.

Add package license to site user

Navigate to Sites Setup

  • In Sites list click on the link under Site Label
  • Click on Public Access Settings button
  • Click on Assigned Users button
  • In the users list click on the link under Full Name of the Site Guest User
  • Click on the Assign Licenses button on the Managed Packages section
  • Select the Dialero package checkbox from Unassigned Packages list and click Add button

Detect Base URL

Dialero - Detect Site Base Url
Use the Secure url as Base Url

Navigate to Sites Setup

In Sites list click on the link under Site Label

Locate the Base URL of the Org Site under Custom URLs tab, under Domain Name column

This will be reffered as base url

Request URL

After detecting the base url, Request URL will be as following:

https://base url/dialero__dc

For example:

https://dialero-demo.secure.force.com/dialero__dc

Status URL

After detecting the base url, Status URL will be as following:

https://base url/dialero__ds

For example:

https://dialero-demo.secure.force.com/dialero__ds


Locate Sites in Salesforce Setup

Navigate to Salesforce Setup and find Sites from search

Or manually navigate to:

  • In Ligntning Experience: Platform Tools / User Interface / Sites and Domains / Sites
  • In Salesforce Classic: Build / Develop / Sites
Tags: setup install