This page will help you to setup a Site and activate a Remote Site.
Complete every topic before proceeding to next step.

Add A Site

  • Navigate to Setup > User Interface > Sites and Domains > Sites
  • 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 Pages

  • Navigate to Setup > User Interface > Sites and Domains > Sites
  • 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 And Package License For Site User

  • Navigate to Setup > User Interface > Sites and Domains > Sites
  • In Sites list click on the link under Site Label
  • Click on Public Access Settings button
  • Click on View Users button
  • Click on Full Name link
  • In Permission Set Assignments section click on Edit Assignments button
  • Enable Dialero Site User Permission Set and click Save
  • In Managed Packages section click on Assign Licenses button
  • Select the Dialero package checkbox from Unassigned Packages list and click Add button

Activate Remote Site

  • Navigate to Setup > Security > Remote Site Settings
  • Click on Edit next to twilio remote site entry
  • Check Active
  • Click Save

Next Step

Configure Dialero App

Tags: setup install