Step 1 : Click on Enable Site Profile Permissions
Next Step:
Step 4 - Create the TwixRiva App in Xero
The permissions that will be applied to the Site Public Access profiles are listed below for your reference.
Within the detail page of the site that you have created, click the Public Access Settings button in the header of the Site page.
In the Apex Class Access link, you will need to press Edit and then add the class “CGCB_XeroWebhook” to the Enabled Apex Classes section using the arrow provided.
Click Save
After granting the permission to the Apex class, you wll need to grant access to site guest user for the Xero-related objects
From the Site Guest user profile page, navigate to the Custom Object Permission & Standard Object Permission section and grant read permission for the following objects.
Grant field level access to the fields of the objects.
Object | Field | Access |
|---|
Object | Field | Access |
|---|---|---|
Xero_Contact__c | Account | Read |
Xero_Contact__c | Xero ID | Read |
Xero_Contact__c | Xero Contact Id | Read |
Xero_Invoice__c | Contact | Read |
Xero_Invoice__c | Document Type | Read |
Xero_Invoice__c | InvoiceID | Read |
Xero_Invoice__c | Xero Invoice Id | Read |
Xero_Invoice__c | Type | Read |
Xero_Invoice__c | Total Before Tax | Read |
Xero_Invoice_Line__c | Invoice | Read |
Xero_Invoice_Line__c | InvoiceID | Read |
Xero_Invoice_Line__c | Line Item ID | Read |
Xero_Payment__c | Invoice | Read |
Xero_Payment__c | InvoiceID | Read |
Xero_Payment__c | Payment ID | Read |
Xero_Contact__c | Total Amount Billed | Read |
Xero_Contact__c | Total Amount Invoiced | Read |
Xero_Contact__c | Total Amount Outstanding | Read |
Xero_Contact__c | Total Amount Overdue | Read |
Xero_Contact__c | Total Outstanding | Read |
Xero_Contact__c | Total Overdue | Read |
Navigate to Setup - > using the Quick Find box, type in “Sites” - > Sites
The Site you have created will be visible in the Sites section. Click on the site label “Xero Site”.
In the Custom URLs section, click on the Preview as Admin link on the HTTPS version. This will be shown with “Salesforce Sites Subdomain”.
The page that opens will be the Site URL you need to copy.
For example, the URL that we need to note is “https://twixrivademo-developer-edition.um6.force.com/ ”
