{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Pre-Setup Checklist","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"pre-setup-checklist","__idx":0},"children":["Pre-Setup Checklist"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Before beginning the installation and configuration process, gather the following items and make key decisions about your implementation. Having these ready will streamline the setup process."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"items-to-gather-before-setup","__idx":1},"children":["Items to Gather Before Setup"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"onboarded-client-id","__idx":2},"children":["Onboarded™ Client ID"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Required for OAuth authentication. To obtain your Client ID:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Log into your Onboarded account"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Navigate to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Settings"]}," > ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Account"]}," using the left panel"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit Account"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Your Client ID is displayed at the top right of Account Settings"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"integration-user-account","__idx":3},"children":["Integration User Account"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Identify or create a dedicated Salesforce user for the integration"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["This user will make API calls to Onboarded™"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Ensure this user has access to all objects and fields needed for synchronization"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["This user should have the Onboarded™ Admin permission set assigned"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"batch-job-scheduling-user","__idx":4},"children":["Batch Job Scheduling User"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Identify the user who will schedule automated sync jobs"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Batch jobs run as the user who schedules them"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["This user must have access to all objects, fields, and Apex classes required for sync operations"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"object-mapping-decisions","__idx":5},"children":["Object Mapping Decisions"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Decide whether to use the package's custom objects or your existing Salesforce objects"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["If using existing objects, identify which objects will store each Onboarded™ entity type:",{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Employees (e.g., Contact, Lead, Person Account, or custom object)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Employers (e.g., Account or custom object)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Clients (e.g., Account or custom object)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Jobs (e.g., custom object)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Placements (e.g., custom object or junction object)"]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["If using your own objects, ensure they have fields for:",{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Onboarded™ ID (unique external identifier)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Last Sync timestamp (Employee object only)"]}]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"field-mapping-worksheet","__idx":6},"children":["Field Mapping Worksheet"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Review the Onboarded™ API documentation to understand available fields"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Map Onboarded™ fields to your target Salesforce fields"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Determine which fields require custom data transformations"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Decide on data authority rules for each field (who wins in a conflict?)"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"sync-configuration-decisions","__idx":7},"children":["Sync Configuration Decisions"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Which entity types do you want to sync? (Employees, Employers, Tasks, etc.)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Should the application create new records, or only update existing ones?"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["What sync frequency do you need? (Hourly, daily, weekly)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Do you need to store signed PDF documents in Salesforce?"]}]},{"$$mdtype":"Tag","name":"blockquote","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Tip:"]}," Create a configuration worksheet documenting all these decisions before you begin. This will serve as a reference during setup and help ensure consistency."]}]}]},"headings":[{"value":"Pre-Setup Checklist","id":"pre-setup-checklist","depth":1},{"value":"Items to Gather Before Setup","id":"items-to-gather-before-setup","depth":2},{"value":"Onboarded™ Client ID","id":"onboarded-client-id","depth":3},{"value":"Integration User Account","id":"integration-user-account","depth":3},{"value":"Batch Job Scheduling User","id":"batch-job-scheduling-user","depth":3},{"value":"Object Mapping Decisions","id":"object-mapping-decisions","depth":3},{"value":"Field Mapping Worksheet","id":"field-mapping-worksheet","depth":3},{"value":"Sync Configuration Decisions","id":"sync-configuration-decisions","depth":3}],"frontmatter":{"seo":{"title":"Pre-Setup Checklist"}},"lastModified":"2026-05-29T01:46:02.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/onboarded_for_salesforce/pre_setup_checklist","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}