This article elaborates on the steps needed to configure the Social25 package. We assume that the user that will do this has the following:

1. a Social25 license
2. the Social25 Admin Permission Set
3. the necessary Salesforce permissions to:
   1. create Salesforce users
   2. create and assign Permission Sets
   3. create a Connected App
   4. assign Managed Package licenses

Create an Integration User

1. Create a user with a Salesforce user license and Standard User profile. Make sure the user has both a First name and Last name (e.g. 'Integration Social25')
2. Reset the user's security token. It's easiest to do this in an anonymous browser, so you don't have to log out with your current user. You will need the security token in a later step so don't delete the email
3. Create an 'API user' Permission Set with the following 4 characteristicspermissions:
   1. Under System Permissions:
      
      1. Api Enabled
      2. Api Only User (only available in Enterprise Edition)
      3. Password Never Expires
   2. Under Object Settings > Case
      1. Read and Edit access on the Account Name field and Contact Name field on the Case object (if you use the OOTB Social25 trigger for Case creation)
   3. Permissions Overview Standard Fields
4. Assign this to the user created in step 1
5. Create a 'Social25 Access' Permission Set. This one can remain empty and will be needed in the next step
6. Assign the Social25 Access Permission Set to the API user, as well as to yourself
7. Assign the Social25 Admin Permission Set to the API user, as well as to yourself
8. Assign a Social25 License to the integration user and to yourself (only in Production)
   1. Go to Setup
   2. Go to Installed Packages
   3. Click Manage Licenses next to Social25

Create a Connected App

1. Go to Setup
2. Search for App Manager
3. Click on New Connected App at the top

4. Fill in a Name and press the Tab key on your keyboard, this will auto-fill the API Name
   

   Info
   The Name should be something else than Social25, so use Social25 Connected for example

   
   

5. Fill in a Contact Email for your app
6. Check Enable OAuth Settings (under API (Enable OAuth Settings)

7. Fill in the two required fields as follows
   
   

   Callback URL	https://social25.herokuapp.com/
   Selected OAuth Scopes	Full access (full)

   
   

8. Click Save
9. Click Continue
10. Click Manage
11. Click Edit Policies
12. Under OAuth Policies, make sure Admin approved users are pre-authorized
    
    
    
    
13. Click Save
14. Scroll down to the Permission Sets related list and add the Social25 Access Permission Set that you created earlier

Contact the Social25 team

After setting up the connected app, please provide the Social25 team with the following information. You can send this via email to support@gen25.com. After getting confirmation that your tenant has been setup in Heroku, you can proceed to the next section 

Create a Social25 Config

Every Social25 installation needs at least one Social25 Config record with an active configuration. In this section we will discuss all option available in the Social25 Config and what you can do with these settings

1. Make sure you are in the Social25 app and have selected the Social25 Configs tab
2. Navigate to the All list view to check for any existing configurations
   
   
   
   
3. Select an existing record if needed, or click New to create a new one
4. Edit the information according to the following table

Assign Social25 Licenses and Permission Sets

In order for users to use Social25, they will need the correct license and permission sets. Licenses are not required in a sandbox, so skip steps 2-4 when working in a sandbox.

1. Go to Setup
2. Go to Installed Packages
3. Click Manage Licenses next to Social25
4. Assign licenses accordingly
5. Go to Permission Sets
6. Assign the Social25 User and Social25 Access permission set accordingly

Heroku Message

The Heroku Message object is used for all inbound and outbound messages created on the Social25 platform. The only event on this object is the creation of new records. Records are never updated by the Social25 Heroku application. If you're developing custom triggers that trigger if a new message is received make sure to activate your trigger for this object. New incoming messages can be recognised by the Social25__Outbound__c field. A complete ERD of the Social25 package can be found on the Social25 Salesforce Sync page. 

Social25 chat window

You can set up the Lightning Component as follows:

1. Make sure My Domain is enable on your org, in order to allow Custom Lightning Components to be used: https://trailhead.salesforce.com/en/content/learn/modules/identity_login/identity_login_my_domain
2. Edit the Lightning Record Page to which you want to add the chat window
3. Add the Social25Messenger Lightning Component to your page
   
   
   
   
4. Make sure to Save and Activate the page for your relevant Apps and Users

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