Step 3 - Update the Site Public Profile

Step 1 : Click on Enable Site Profile Permissions

 

Next Step:

https://twixriva.atlassian.net/wiki/spaces/TWIX/pages/1802272668

 

 

 

 

 


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

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/