Arctera™ Insight Capture Configuration Guide

Step 1: Creating a profile

1. Login to Salesforce using an account that has the System Administrator profile and switch to Salesforce Classic (if you are using the Lightning Experience).
2. Click Setup, then expand Manage Users and click Profiles.
3. Find the Read-Only profile and click the Clone button.
4. Enter a Namein the Profile Name field and click the Save button.
5. When saved, click Edit.
6. The required administrative permissions for data collection are:

   • API Enabled

   • Select Files from Salesforce

   • Manage Chatter Messages and Direct Messages

   • Manage Unlisted Groups (Required only if the Unlisted Groups feature is enabled in the given Salesforce environment.)

   • View All Data

   • Modify All Data (Only if capturing Feed poll Choices is required, otherwise can be ignored but errors will be present in the collector log. This is a limitation from Salesforce)

7. Under General User Permissions, make sure the following permissions are enabled:

   • Access Activities

   • Allow View Knowledge

   • Knowledge One

8. Under Standard Object Permissions, disable all the Create, Edit, Delete and Modify All options. Only the Read and View All permissions should stay.
9. Scroll down and click Save.

Step 2: Creating a User (Service Account)

1. Go to the Users page and click New User.
2. Fill out the required fields and select Salesforce as User License, and the profile will be created, then scroll down and click Save.

Step 3: Retrieving Access Token

1. Click your Username at the top right corner of the screen and select My Settings.
2. In the navigation pane to the left, under the Personal section, choose Reset My Security Token, then click Reset Security Token. The new token will be sent to the email associated with your account.

To collect deleted or updated comments and posts in Chatter, ask your Salesforce administrator to perform the following steps in the Chatter UI:

1. Create a new Private Group ensuring they do not automatically archive this group and Private option and Broadcast Onlyare selected.
2. Locate and make a note of the Group ID in the page URL.
3. Create a new label Private Group Id.

   • Go to Setup > Custom Labels.

   • Click New Custom Label.

   • For Short Description - Private Group Id.

   • Value - Insert Group Id of Private group.

To install triggers:

1. Create a new label named as Private Group Id.

   • Go to Setup > Custom Labels.

   • Click New Custom Label.

   • Fill in the Short Description, Name, and Value fields.

2. Create Apex Classes.

   • Go to Setup > Apex Classes.

   • Click New.

   • Insert content from desired class (You can find all classes in classes folder) and click Save.

   The following is the order in which all classes should be added.

   TriggerHandler.cls

   TriggerHandlerTest.cls

   ContentVersionManager.cls

   FeedCommentManager.cls

   FeedItemManager.cls

   ContentVersionTriggerHandler.cls

   FeedCommentTriggerHandler.cls

   FeedItemTriggerHandler.cls

   ContentVersionTriggerTest.cls

   FeedCommentTriggerTest.cls

   FeedItemTriggerTest.cls

3. Create Apex Triggers.

   • Go to Setup > Apex Triggers.

   • Click New.

   • Insert content from desired class.

   • Click Save.

   The following is the order in which all classes should be added.

   ContentVersionTrigger.trigger

   FeedCommentTrigger.trigger

   FeedItemTrigger.trigger