Configuring Cuneiform (FDM)
- Nickolette De Clerck
- Abraham Lloyd
This documentation explains how Salesforce org Admins can successfully set up Cuneiform® for CRM within their Salesforce org.
APPLIES TO | CUNEIFORM FOR CRM FIELD AND DATA MANAGEMENT
Once installed, Cuneiform for CRM requires admins to manually configure it to enable profiling against your org’s Salesforce objects. Our product heavily uses Salesforce APIs to profile Salesforce Objects, fields, and metadata.
Select a Configuration Approach
To securely use these APIs, Cuneiform for CRM requires customers to configure a Connected App within their org that can be used during profiling. We provide customers with two ways to complete these configuration steps.
Please review each of the steps below – and select the configuration option you’re most comfortable with. Our Apex Script configuration takes significantly less time to complete – and automates the majority of the manual steps captured in our step-by-step configuration guide.
Use the links below to select a configuration approach for Cuneiform for CRM. If you’re familiar with executing Apex scripts via the Developer Console, consider following our Apex Script configuration approach. Otherwise, please use our Declarative Step-by-Step configuration guide to complete your setup.
Accelerated Configuration
with Apex Scripts
TEN MINUTES
We provide seven (7) Apex Scripts that automate the configuration of most security features required by Cuneiform for CRM. This includes:
Our Self-Signed Certificate
Our Administrative Permission-Set Group
Our Connected App Permission-Sets
Our Connected App
Our Configuration Profile
Executing these Apex scripts takes less than ten (10) minutes, dramatically reducing configuration time. You can execute these Apex Scripts via the Salesforce Developer Console or your IDE.
Declarative Step-By-Step
Configuration
THIRTY MINUTES
We provide a step-by-step walkthrough for configuring all security features required by Cuneiform for CRM. This includes:
Our Self-Signed Certificate
Our Administrative Permission-Set Group
Our Connected App Permission-Sets
Our Connected App
Our Configuration Profile
These configuration steps can take between fifteen (15) and thirty (30) minutes – depending on your familiarity with these Salesforce components and metadata.
Verify Your Configuration
Once you’ve completed your configuration steps – you can verify your configuration using the Cuneiform for CRM: Control Panel. A green banner indicates you’re ready to profile objects in your Salesforce Org. A red banner, however, suggests that a configuration issue exists.
Use our Control Panel Troubleshooting Guide to triage and address configuration issues.
After you’ve completed setting up Cuneiform for CRM on your Salesforce org, visit Verifying Your Configuration with the Control Panel to confirm that the app is correctly configured.