Step 2: Setup Remote Site Settings for Auto-update

*This step is optional

Prerequisites – 

  1. Assign ”DM System Admin” permission set to the appropriate user.
  2. Page layout assignment for Post Refresh Activities and Post Refresh Activity Details.

Page Layout Assignment for Post Refresh Activities

  • Navigate → Setup → Object Manager tab
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  • Search “Post Refresh Activities” in the Quick Find box and press enter. Click on the object named  “Post Refresh Activities” in the search result.
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  • Click on “Page Layout” as shown below screenshot.
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  • Click on the ‘Page Layout Assignment’ button to add page layout. 
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  • User will find a list of all the records types and their assigned page layouts
  • Noe user needs to click on “Edit Assignment” to make changes
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  • Select column “Remote Site Setting” and choose “remote site setting layout” from the drop-down list and click on the “Save” button.
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Page Layout Assignment for Post Refresh Activity Details

  • Navigate → Setup → Object Manager tab
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  • Enter  “Post Refresh Activity Details” in the Quick Find box and press enter. 
  • Click on the object named  “Post Refresh Activity Details” in the search result.
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  • Click on “Page Layouts” as shown in the below screenshot.
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  • Click on the “Page Layout Assignment” button to add page layout.
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  • User will find a list of all the records types and their assigned page layouts
  • Noe user needs to click on “Edit Assignment” to make changes
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Select column “Remote Site Setting” and choose “Remote Site Setting Layout” from the drop-down list and click on the “Save” button.

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Remote Site Setting – 

Salesforce allows you to access external website resources from a Salesforce application for your organization. You can access these external websites through Visualforce pages, Apex Callout, and via XmlHttpRequest calls. To avoid accessing malicious websites from Salesforce.com, the website first needs to be registered with remote site settings. So using Data Masker user can mask Remote Site Settings. 

Solution  Steps – 


1. Navigate →Configuration tab and open the configuration record.

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2. Now scroll down to the “Post Refresh Task” section. To create a new Post Refresh Activity record, click on the New button.

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3. Select record type “Remote Site Setting” and click the “Next” button

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4. Give the Post Refresh Name and Sequence as per the requirement and make sure to Active the checkbox.

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5. User can See “Remote Site Setting” is added into the list view of Post Refresh Activities then click on the record link to add Post Refresh Activity Details

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6. Click on “New” button to create a record of Post Refresh Activity Details record.

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7. Select record type “Remote Site Setting” and click the “Next” button.

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The Remote Site Setting has edit operation –

  • Edit – Enter the value that the user wants to replace with the existing value and click on the Save button

Make sure to add the appropriate “Remote Site Setting” name in the right format and click on the Save button

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Note: The Remote Site Setting API name can only contain underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. 

The URL protocol, URL  should start with http:// or https://

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User can see the record of Remote Site Setting in the Post Refresh Activities Details.

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8. After saving the record, go back to the configuration detail page and click on the “Run Post Refresh Activities” button 

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9. Check the radio button “Yes” to proceed with the post refresh activities and click on the “Next” button to continue.

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10. Click on the “Finish” button

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11. User can see the Remote Site Setting record is created/edited/deleted as per the action defined.

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