# Pre-Setup Checklist

Before beginning the installation and configuration process, gather the following items and make key decisions about your implementation. Having these ready will streamline the setup process.

## Items to Gather Before Setup

### Onboarded™ Client ID

Required for OAuth authentication. To obtain your Client ID:

1. Log into your Onboarded account
2. Navigate to **Settings** > **Account** using the left panel
3. Click **Edit Account**
4. Your Client ID is displayed at the top right of Account Settings


### Integration User Account

- Identify or create a dedicated Salesforce user for the integration
- This user will make API calls to Onboarded™
- Ensure this user has access to all objects and fields needed for synchronization
- This user should have the Onboarded™ Admin permission set assigned


### Batch Job Scheduling User

- Identify the user who will schedule automated sync jobs
- Batch jobs run as the user who schedules them
- This user must have access to all objects, fields, and Apex classes required for sync operations


### Object Mapping Decisions

- Decide whether to use the package's custom objects or your existing Salesforce objects
- If using existing objects, identify which objects will store each Onboarded™ entity type:
  - Employees (e.g., Contact, Lead, Person Account, or custom object)
  - Employers (e.g., Account or custom object)
  - Clients (e.g., Account or custom object)
  - Jobs (e.g., custom object)
  - Placements (e.g., custom object or junction object)
- If using your own objects, ensure they have fields for:
  - Onboarded™ ID (unique external identifier)
  - Last Sync timestamp (Employee object only)


### Field Mapping Worksheet

- Review the Onboarded™ API documentation to understand available fields
- Map Onboarded™ fields to your target Salesforce fields
- Determine which fields require custom data transformations
- Decide on data authority rules for each field (who wins in a conflict?)


### Sync Configuration Decisions

- Which entity types do you want to sync? (Employees, Employers, Tasks, etc.)
- Should the application create new records, or only update existing ones?
- What sync frequency do you need? (Hourly, daily, weekly)
- Do you need to store signed PDF documents in Salesforce?


> **Tip:** Create a configuration worksheet documenting all these decisions before you begin. This will serve as a reference during setup and help ensure consistency.