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Configuring Base Custom Settings

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Accessing Base Custom Settings

Base Custom Settings Visualforce page can be accessed by following these steps:

  1. Note your Salesforce URL up to the salesforce.com. Example: https://na10.salesforce.com
  2. Append /apex/TargetX_Base__baseSettings to the URL. Example: https://na10.salesforce.com/apex/TargetX_Base__baseSettings
  3. Click Create Base Setting if you do not already have one.  


Default Account ID - This setting looks at the Account ID field on the Contact record for assignment. If the Account ID is blank upon Contact creation, it will use this setting. If the ID is invalid on either the Account ID field on the Contact or the Default Account ID setting, it will throw an error indicating that the Account ID is invalid upon creation. This setting will override the Recruitment Manager Preferences settings for assigning accounts.

Process Access Keys @future - When checked, Access keys will be generated using @future methods. 

Save Contact Merge Ids - Retains Email History upon Contact Merge.

Save Lead Merge Ids - Retains Email History upon Lead Merge.

Update Related Contacts Async - If checked, a trigger will update related contacts later to prevent SOQL limit errors.

Enable Uploaded File Types Check validates that any files/attachments uploaded externally via Online Application and TargetX forms are a safe file format. For more information, see Enabling Uploaded File Types Check.

Action Plan Automation - When checked, Action Items will be automatically created when a Rule Action’s criteria is met.

Currency Symbol - the setting for your currency symbol will display in the Online Application when a user views payment information. If you leave the Currency Symbol BLANK it will use $ by default. 

Note: You must check your payment gateway server settings and associated payment connector settings for proper currency setup.


Days to keep logs -  The days to keep logs to reduce data storage. TargetX recommends 3 - 5 days. 

Note: Logging cannot be disabled, but you can set the "Days to Keep Logs" to 1, and they will delete the next day. 


Debugging Threshhold - the numeric on a scale of 0-9, with 9 being fatal errors. The setting reads as "greater than", so you must set it as 8 or lower to capture the fatal errors (level 9).     

Portal Sections per Load - allows you to set the number of Portal Sections per Load to improve performance when the Portal loads. Click the More Info link to determine the best value for your institution. If this field is left blank (default), it will load 3 sections simultaneously.

Immediate Log Cleaner

Deletes up to 5000 logs immediately.

Nightly Log Cleaner

Start Log Cleaner - Button to schedule the cleanup code that will delete your logs after the number of specified

Stop Log Cleaner - Button to STOP the cleanup code schedule that will delete your logs after the number of specified Days to keep logs.

Nightly Expression Cleaner

Expression records are created whenever a Section is added, as well as when a Condition Set is added to a Section.

Start Expression Cleaner - button to schedule the cleanup of Expression records created when a Portal or Portal Section is created.

Stop Expression Cleaner - button to STOP the scheduled cleanup of Expression records created when a Portal or Portal Section is created.

Group Assignment Fix

  1. Access Base Custom Settings.
  2. Locate the Group Assignment Fix section.
  3. Select the Object that needs to be updated (ie, Contact, Account, etc.)
  4. You can enter a Created Date if you limit the process to records created after a specific date. This is optional.
  5. Perform Assignment Updates, when checked, will run the batch and update the affected records. It is recommended that you first run the batch process with this setting UNCHECKED so you can review the records that will be updated first.

Note: If multiple objects are in the list of Objects, you must run the batch for each object separately. This list of objects is pulled from your Group Assignment settings.

  1. Click Run Group Assignment Fix.
  2. Save your changes.
  3. After the job is completed, the email specified will receive an email report (.csv) of either the records that need to be updated OR the records that were updated (based on whether Perform Updates was checked) 

 Note: The .csv file has a limit of 10,000 rows. If you have MORE than 10,000 records, you will see the number of incorrect records, but you will not see details for records over 10,000.

  1. Repeat for each object in the list.
  2. To check the status of the job:
  • Navigate to Setup and search for Apex Jobs.
  • The job will appear as GroupAssignmentFixBatch.

Enhanced Domains: Portal URL Update

This tool will audit or update existing Portals to identify all occurrences where old format URLs are used. Requires Base package version 2208.3 or higher. 

Note: This tool can be run in “audit” mode regardless of whether Enhanced Domains is enabled. You can run the audit scan before enabling Enhanced Domains. You can only Perform Updates if Enhanced Domains is enabled.

  1. Navigate to Base Custom Settings.
  2. Locate the Enhanced Domains: Portal URL Update section.
  3. You should first audit the Portals to review which URLs will be updated:
    1. Verify the Email Address to Notify and click Scan Portal for URL.
  4. The specified email will receive an email with a CSV file of any/all Portal URLs that will be updated. 
    1. The Status will be listed as Found.
    2. If nothing is found for an update, the email will read, “Your Student Portals do not contain any URLs that need conversion for Enhanced Domains.”
  5. Review the list and, if correct, proceed to perform the updates:
    1. Verify the Email Address to Notify, check the Field Perform Updates checkbox, and then click Scan Portal for URL.
    2. If the checkbox to Perform Updates is disabled, you have not enabled Enhanced Domains.
  6. The email address specified will receive an email with a CSV file of any/all Portal URLs that were updated.
    1. The Status will be listed as Updated.
    2. If nothing is found for an update, the email will read, “Your Portals do not contain any URLs that need conversion for Enhanced Domains.”

Note: If the process encounters an error, the email report will list a Status of Error, and the Message column will provide details on the error.

Enhanced Domains: Email Template URL Update

This tool will scan existing Email Templates to identify all occurrences where old URLs are used for both SF Classic Email Templates and TX Email Templates with URLs.

Note: This tool can be run in “audit” mode regardless of whether Enhanced Domains is enabled. You can run the audit scan before enabling Enhanced Domains. You can only Perform Updates if Enhanced Domains is enabled.

  1. Navigate to Base Custom Settings.
  2. Locate the Enhanced Domains: Email Template URL Update section.
  3. You should first audit the Email Templates to review which URLs will be updated:
    1. Verify the Email Address to Notify and click Scan Email Template URLs.
  4.  The email address specified will receive an email with a CSV file of any/all Email Template URLs that will be updated. 
    1. The Status will be listed as Found.
    2. If nothing is found for an update, the email will read, “Your Email Templates do not contain any URLs that need conversion for Enhanced Domains.”
  5. Review the list and, if correct, proceed to perform the updates:
    1. Verify the Email Address to Notify, check the Field Perform Updates checkbox, and then click Scan Email Template URLs.
    2. If the checkbox to Perform Updates is disabled, you have not enabled Enhanced Domains.
  6. The email address specified will receive an email with a CSV file of any/all Email Template URLs that were updated.
    1. The Status will be listed as Updated.
    2. If nothing is found for an update, the email will read, “Your Email Templates do not contain any URLs that need conversion for Enhanced Domains.”

Note: If the process encounters an error, the email report will list a Status of Error, and the Message column will provide details on the error.

Enhanced Domains: Community Theme Sites Update

During the August ’22 Base install, a script runs to update Community Theme Related Site records to the Enhanced Domain format; for any record with a URL in the old format, the system will clone the record and use the Enhanced Domains URL format. The updated record will be named <Site Name> (Enhanced Domain):

Community Theme related sites

  • A new record will only be created if the existing record uses the old URL format AND there is no record for that site in the Enhanced Domain format.
  • You can check the job status by navigating to Setup and searching for Apex Jobs (Apex Class = baseSettingsController).
  • If an error occurs, a record will be created in TargetX Logs.
  • You can re-run the job by navigating to Base Custom Settings. Under the Enhanced Domains: Community Theme Sites Update section, click Update Community Theme Sites:

Community Theme Sites section

TX Forms Upload Cleanup

The TX Forms Upload Cleanup batch job cleans up orphaned files; if a user uploads a file in TX Forms but does not submit the form, the batch job will remove it. The user running the batch job requires permission to Query All Files under App Permissions.

 

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