Skip to content

Service Match Setup Documentation

Jump to bottom
szeitz edited this page Feb 3, 2021 · 10 revisions

The following Wiki page will instruct new Service Match users through important steps to setup and customize their Service Match.

Setup

UI Setup

To use the custom Lightning component, activate myDomain in your Salesforce org.. For more information, see Set Up My Domain.

The ReferralRecommendations page contains the Lightning component. Or you can add the component to a Contact page that you use in other apps.

  1. In Lightning App Builder, open your contact page. Drag the custom component to the page.
  2. Drag a flow component to the page and set it to the Client Profile Builder flow, and then use the checkbox to pass in the contactID as the recordId for the flow.
  3. Add the Birthdate field to the Contact Page Layout if you haven’t already.

Message Setup

_Message Setup takes around 15 minutes. _

Configuring an Email Service for the Client Recommendations Inbound Email Handler

Create the Email Service

From Setup, enter Email Services in the Quick Find box. Select Email Services and select 'New Email Service'.

  1. Enter a name in the 'Email Service Name' field. The example uses Client Referral Email Service
  2. In the 'Apex Class' field, type RecommendationsInboundEmailHandler
  3. Check the 'Activate' box

Data Setup

To import provider and service records, you can use an aggregator account with a supported aggregator or you can create records manually.

Custom Metadata

From Setup, search for Custom Metadata Types in the Quick Find box. Select Manage Records on the Referral Recommendations Setting.

Edit the Organizational Defaults and set your default latitude/longitude , your maximum distance, and email address.

To use a tool to find coordinates for your default address, see: Latitude and Longitude Finder on Map Get Coordinates.

Account

Create one or more accounts to represent providers

Services

In the refrec__Service__c object, add one or more Services that the Provider provides and fill out all the information. Be sure to populate its location fields (lat/long) with values close to where you sample contact is located

On the related tab, also add its operating hours.

Contact

Create a contact to represent someone you want to create a referral for. Their geolocation (uses the Other Address field by default) and age needs to match the service to be able to see it.

Clone this wiki locally