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TruVoice Feedback Plus Application for Salesforce Technical Details

  • Updated

See the TruVoice Feedback Plus for Salesforce installation instructions for installing the application in your Salesforce environment.

Technical Overview

The TruVoice Feedback Plus for Salesforce application integrates TruVoice with Salesforce to pass previously captured buyer feedback insights into your instance of Salesforce.

The are two places where TruVoice buyer feedback insights can be pushed into Salesforce:

  • Sync all previously captured TruVoice feedback insights with Salesforce via Salesforce REST APIs using the sync data option in the TruVoice Feedback Plus settings view
  • As buyer feedback is captured by TruVoice, it is automatically pushed to Salesforce via Salesforce REST APIs if the Salesforce integration option is turned on in TruVoice

When TruVoice pushes buyer feedback insights into Salesforce these insights are written to Salesforce as "Feedback records" on the custom Feedback object and the five related and supporting custom objects (Insight, Attribute, Selected Vendor, Sales Rep and Account Manager).

See the custom objects diagram and data dictionary below for custom object technical details.

Frequently Asked Questions (FAQ)

Does the application support both Classic and Lightning?
  • v1.0 has support for Lightning. We will be releasing support for Classic in v1.1.
What Salesforce API version was the app written for?
  • Salesforce API Version 58.0
Does the application include a permission set when installed?
  • It does. It includes two permissions sets. One for access to the custom objects and their records and one for the integration user that enables the data sync process between TruVoice and Salesforce.
  • The access permission set is named "Tvfp-Access"
  • The integration user permission set is named "Tvfp-Sync".
What permissions does the application require?
  • The required permissions include access to Apex Classes, access to Visualforce Pages, and access to Custom Settings Definitions and Metadata of the custom objects in the package
How many static resources does the application use?
  • The app uses one static resources (the application logo).
Are there any other resources the application needs or uses?
  • The app uses the Trusted Content Security Policy Site and Remote Site resources to securely make API calls to TruVoice REST APIs.
What Visualforce controls and Lightning components does the application include?
  • There is one Visualforce pages and nine Lightning Web Components.
Does the app use the standard Salesforce objects, or make any changes to the standard Salesforce objects? Does it add any fields to the standard objects?
  • Custom objects use lookups for the following standard Salesforce objects: Opportunity, Contact, Account, and User.
  • The application does not change or update Salesforce standard objects.
  • It does not add any custom fields to Salesforce standard objects.
Does the app create any new spanning relationships?
  • Custom objects use lookups for the Opportunity, Contact, Account and User objects.
Does the application include any workflow or validation rules? Does the app create any Salesforce triggers?
  • It does not.
Does the app include any batch processes or batch jobs?
  • It does not.
Does the app have any additional requirements?
  • It does. The application requires setting up a connected app in Salesforce to enable the connection between the application, TruVoice and Salesforce.
How many lines of Apex code does the app have and how many Apex classes?
  • The application has a very small footprint with less than 4,000 lines of code.
  • The applications has a total of eleven classes (eight of the classes are test classes).

Custom Object Diagram

The TruVoice Feedback Plus application creates the following custom objects in Salesforce:

  • Feedback
    • Question
      • Answer
        • Instance
    • Insight
      • Attribute
    • Selected Vendor
    • Sales Rep
    • Account Manager

object_diagram_all.png

 

 

 

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