Implementation

D'Angelo is highly motivated to start installing Chorus Pro in the sandbox. It lists the prerequisites and checks what needs to be done during installation.

D'Angelo's checklists

To make sure he doesn't forget anything, D'Angelo displays the checklist on his second screen:

1. Creating an Admin user : chorusapi@dreamhouse.com
2. Create an account on the Chorus Pro platform
3. Contact the sales team and the accounting department for information on  

• Customer SIRET

• Corporate name SIRET

• Market Ref or Order number

• Service code

• SIREN and NIC of the corporate name

4. Check the mandatory fields on the invoice

All right! He can now prepare for installation by following this second checklist provided by Frisbii support:

1. Install the ChorusByFrisbii package using the link provided by Frisbii, on a Sandbox or production org.

2. Sofacto API license

3. Check the Frisbii API box on the user  

4. Assign both Chorus and Never Expire authorization sets

5. Assign page layout Chorus_External_API_PL_v1 to the Repositories object

6. Batch planning

7. Configuration of the connected application

D'Angelo makes himself a cup of coffee, takes a small cookie and starts with stage 1.

Install the ChorusByFrisbii package

Frisbii support sent D'Angelo an installation link. It connects to its sandbox (which is Frisbii version 3.223) and adds the last part of the installation link after 'lightning/':

https://dreamhouse-dev-ed.lightning.force.com/lightning/packaging/installPackage.apexp?p0=04t08000000onXX  

He clicks on the Enter line to launch the installation.

Steps

1. Click Install for all users.

2. Click on Install.

3. Click on Finish.  
   D'Angelo now has access to a new object: Chorus -  Frisbii Extension FRA.

Modify Never expires authorization set

In order to enable the Password never expires permission to avoid login problems in the future, the Never expires permission set must be cloned.

Please note: We can't package this Salesforce authorization set, so you'll have to add it manually.  

Steps

1. Go to Setup > Permission sets and search for the letter N.

2. Click on Clone.
3. Modify API label and name.

4. Open the cloned permission set.
5. Scroll to the bottom and click on System authorizations.

6. Click on Edit.

7. Check the box Password never expires.

8. Save.

API user settings

To be able to test Chorus in its sandbox, D'Angelo now needs to configure its Admin Salesforce user, which was created specifically for Chorus Pro :  

Steps

1. Open the API user.

2. Check the Frisbii API user box.

3. Save.

4. Hover over Permission Set Assignments at the top of the page and click on Edit Assignments.

5. Add permission sets :  

   1. Frisbii Admin (ADMIN)

   2. Chorus

   3. NeverExpire (your clone!)

6. Save.

Set up the interface

To prepare the user interface, two modifications must be made: 1. Make the Eligible for Chorus checkbox and the required fields (Service code, SIRET...) visible. in the invoice layout page AND/OR on the accounting data if required.  2. Assign the page layout Chorus_External_API_PL_v1 to the Deposits object.

Steps: Visibility of the Eligible field for Chorus

1. Open an invoice record.
2. Click on Setup > Change page.
3. In the Lightning application generator, go to the Fields tab in the left-hand navigation.
4. Add a section by dragging Section Field from the bottom navigation to the position of your choice.
5. Rename the Chorus label or Chorus Pro.

6. Type chorus in the search bar.
7. Drag the Chorus Eligible field into the Chorus section.

Repeat this process (steps 6 and 7) with the Order number and Service code fields.

8. Save and activate the page.
9. In the Activation: Sofacto_Invoice_LEX_PL popup, click on Assign default for organization.
10. Select a form factor and click Next.
11. Click on Save.
12. Click on the arrow at the top left to return to your invoice.

13. Click on Setup > Modify object.
14. Go to Fields and relationships and search for the fields Chorus Eligible, Service code and Order number.
15. Set field-level security and field accessibility according to your business needs.

The fields are now available to the users in question.

Steps: Add the required fields to the accounting data

1. Go to > Object Manager setup.
2. Type in the quick search bar Data .
3. Go to Page Layout.
4. Add a section and name it Chorus.
5. Add the fields :  

• Order number (Ref Market)

• Service code

• SIRET

All right, let's continue with the External API (Deposits) object.

Steps: Assigning the "Chorus_External_API_PL_v1" page layout

1. Go to > Object Manager setup.
2. Type Deposit in the quick search bar.
3. Click on Page Layout.
4. Click on the Page Layout Assignment button in the top right-hand corner.
5. Click on the Modify assignment button.
6. Select the profile lines that correspond to your business needs.
7. Then choose the Page layout to be used from the selection list at the top of the table: Chorus_External_API_PL_v1.

8. Save.

Plan the deposit creation batch

This Apex class can be used to create records for the Deposit object (External API), including the mandatory information for invoices eligible for filing with Chorus Pro.

Steps

1. In Setup, go to Apex Classes.
2. Click on the button at the top of the Schedule Apex table.
3. Name the task (e.g. Chorus deposit).
4. Click on the magnifying glass next to the Apex Class field.
5. Type EXTAPI and select EXTAPIScheduledCreation as the class to schedule.
6. Use the calendar to choose your desired launch frequency.
7. Enter an end date far enough into the future.
8. Select a time that does not interfere with other processes.

Schedule deposit deletion batch (optional)

Deposits may not be processed immediately due to connection problems or availability of the Chorus platform. If you want to anticipate this kind of problem, you can use this batch (Apex class), which will delete all pending deposits older than 24 hours. Don't worry, they'll be created again the next time you run the creation batch.

Steps

1. In Setup, go to Apex Classes.
2. Click on the button at the top of the Schedule Apex table.
3. Name the task (e.g. Delete Chorus deposits).
4. Click on the magnifying glass next to the Apex Class field.
5. Type EXTAPI and select ErrorExtApiDeleter as the class to schedule.
6. Use the calendar to choose your desired launch frequency.
7. Enter an end date far enough into the future.
8. Select a time that avoids interfering with other processes.  

Create the Chorus Connector application

Next, we'll create the connector between Salesforce (and Frisbii) and the Chorus interface.
It's not possible to provide this with the extension you've just installed. However, this is a mandatory manual step in order to open the APIs between Salesforce and Chorus.
Let's go !

Steps

1. Go to Setup > Applications > Application Manager.
2. Click on the New connected application button in the top right-hand corner.
3. Complete the following fields:  

• Name of connected application: Chorus Connector

• Contact e-mail address : The API user's e-mail address (e.g. chorusapi@dreamhouse.com)

• Check the box Activate OAuth settings

• Reminder URL: https://login.Salesforce.com/Services/oauth2/callback

• Selected OAUTH domains: Get full access

4. Save.

5. Click on Continue.

6. Click on Manage.

7. Click on the Modify policies button.
8. Select Release IP restrictions as IP Relax.
9. Save.  
D'Angelo looks at his checklist and he's pretty happy!

1. Install the ChorusByFrisbii package using the link provided in the Sandbox environment  

2. Frisbii API license  

3. Check the Frisbii API box on the user  

4. Assign both Chorus and Never Expire authorization sets  

5. Assign page layout Chorus_External_API_PL_v1 to the Repositories object  

6. Batch planning  

7. Configuration of the connected application  

Great! He deserved another cookie before sending all the necessary information to Frisbii.

Send connector activation information to Frisbii support

Synchronization with our integrator partner Neovacom is mandatory for transferring your deposits to the Chorus Pro platform. They need to be provided with a certain amount of information for the interconnection between the ChorusPro platform and Salesforce.
Return the requested information to Frisbii support, who will contact our partner.

Chorus Pro technical user
CREATING A TECHNICAL ACCOUNT FOR API PRODUCTION ACCESS describes the operations involved in creating a technical user, as well as the possibility of resetting the password once the account has been created (ex:TECH_XXXXXXXXXXXXXX@cpp2017.fr).
We'll need the username and password.

User Admin Salesforce
Name and password of the user you have just created and set up.

The name and SIRET of the company (N SIREN + NIC)
Ex. 82398059400019 (SIRET Company name) no space

He prepares a table with all the elements requested and sends it by email.

Please note: Frisbii support does not accept screenshots, as there is a risk of error when manually copying codes and keys.