1. Setting Up Named Credentials
a. Log In: Log into your Salesforce account.
b. Navigate: In the Setup area, use the Quick Find box and type "Named Credentials". Select it
c. Create New Legacy Credential: Click on the dropdown arrow next to "New" and choose “New Legacy”.
d. Fill Details:
- Label: "Rainf4ll Login"
- Name: "Rainf4ll_Login"
- URL: "https://<merchant_slug>.rainf4ll.com"
- Identity Type: "Named Principal"
- Authentication Protocol: "Password Authentication"
- Credentials: Input your username and password.
- Options: Check “Generate Authorization Header” and “Allow Merge Fields in HTTP Header.”
e. Save: Leave other fields untouched and click “Save”.
2. Assigning Permission Set to User
a. Navigate: From Setup, use the Quick Find box to type and select “Users”.
b. Choose User: Click on the desired user’s name.
c. Assign Permissions:
- Scroll to the “Permission Set Assignments” section and click “Edit Assignments”.
- For admin permissions, select “Rainf4ll Admin” or for read-only access, select “Rainf4ll User”.
- Click “Add”, then “Save”.
Note: Always exercise caution when assigning permissions, especially for sensitive data or functions.
3. Scheduling Apex Jobs
a. Navigate: From Setup, type "Apex Classes" in the Quick Find box and select it.
b. Schedule New Job: Click “Schedule Apex”.
c. Setup Job:
- Job Name: Input a suitable name.
- Apex Class: Choose the “SyncProductsBatchScheduler”.
- Frequency:
- Weekly: Specify days (e.g., Monday, Wednesday).
- Monthly: Specify a date or a pattern (e.g., second Saturday).
- Duration: Set the start and end dates. For a one-time job, specify a single date.
- Start Time: Indicate a preferred time. The exact start may vary based on system availability.
d. Save & Monitor: Click “Save”. Monitor job status via Setup > “Scheduled Jobs”.