This document describes the process to create a PartnerAlign site. 

This site will be used to receive data from Partner Align into Salesforce. For PartnerAlign to Salesforce sync to happen, it is necessary to set up a site.

Perform the following steps to create a PartnerAlign site:

  1. Go to Setup > Sites.
  2. If the site is being created for the first time in the org, you would need to access Salesforce terms and conditions. Check the checkbox and click on “Register My Salesforce Site Domain”.
  3. Scroll down and click on “New” to create a site.
  4. Fill in “Site Label” as “Partner Align”, “Site Name” as “PartnerAlign” and “Active Site Home Page” as “Unauthorized”. Leave other fields as default and click on save. Append “Partner Align” in Default Web Address.
  5. Click on the “Public Access Settings” button available at the top.
  6. Click on “Edit” and search for “PartnerAlign Records”. Select two checkboxes for read and create access.
  7. Select the checkbox beside “Mass Email” in General in the “General User Permissions” section
  8. Scroll to the top and save. Hover over “Enable Apex Class Access” and click on “Edit”.
  9. Select “HandlePADataSave” move it to the right and save.
  10. Go back to Setup -> Sites. Scroll to the bottom and click on the “Activate” action for the “PartnerAlign” site we created above.
  11. Copy Site Url. It will used to create Webhook Url.
  12. Create a Webhook url to receive data from PartnerAlign.

          <Site Url>/services/apexrest/processData