Introduction

Saber, Forcivity’s Lightning Component Pack, gives you the ability to create impactful experiences for your Lightning App Builder and Experience Cloud pages with clicks, not code.

Before you install – Requirements

NOTE: The following items must be present before installation.

  1. Communities are enabled
    Setup / Communities / All Communities
  2. Enable Chatter 
    Setup / Chatter / Chatter Settings
    Note: This is also required for the Customer Service theme.
  3. Ensure My Domain is set
    Setup / My Domain
  4. Content Delivery feature enabled (if files and libraries are being used)
    This optional setting allows for an optimized web-based experience when viewing Microsoft PowerPoint and Word files. 
    Setup / Content Deliveries and Public Links

Installation

Saber can be installed through the AppExchange in a matter of minutes with very little added configuration using the Force.com standard installation process. Note: Review the organization requirements above prior to install.

  1.  During installation, determine who should have access to Saber by simply selecting either Full Access or No Access for each profile in the list.
    -OR-
    You can elect to install for Admins Only.
  2. Saber will automatically install into your Salesforce.com organization in a matter of minutes.
  3. During installation, you will be prompted to allow third-party access for forcivity.com (Help & Support panel) and lightningdesignsystem.com (Salesforce). Grant access to both sites.
  4. Once the installation is complete, simply click ‘Done’ to return to Salesforce.com.
  5. Assign additional admin users to a permission set (see below).

Community Users and Guests User Component Access

Configure all community users and guest user (public access) profiles to allow access to Forcivity components:

Profile / Object Settings

  • Forcivity Component = Read (object) and Read Access (for all Field Permissions)
  • Forcivity Translations = Read (object) and Read Access (for all Field Permissions)
  • Forcivity Welcome Mat tracker (for community users) = Read/Create/Edit (object) and Read Access (for all Field Permissions)
  • Forcivity Welcome Mat tracker (for guest users) = Read (object) and Read Access (for all Field Permissions)

Sharing Settings / Organization-Wide Defaults / Default External Access

  • Forcivity Component = Public Read Only
  • Forcivity Translations = Public Read Only
  • Forcivity Welcome Mat tracker = Public Read/Write

Apex Class Access

  • All Apex classes that start with fcCom. 
    Examples: fcCom.ForcivityExceptionData, fcCom.RSS, fcCom.fcAlertConfigData, etc.


Guest User Profile:
Important: Settings / Sharing Settings / Secure. Guest setting is enabled in Summer 20 (with the option to disable) and for Winter 21 the setting cannot be disabled. For details on the guest user access changes, see Guest User Security Policies and Timelines

You must add the sharing rule to the ‘Forcivity Component’ object, then repeat these same steps for the ‘Forcivity Welcome Mat Trackers’ and the ‘Forcivity Translation’ object:

    1. Go to Settings / Sharing Settings.
    2. Find the ‘Forcivity Component Sharing Rules’ and click New.
    3. Add and label, rule name, and description for the sharing rule (see example below).
    4. Select the Rule Type Guest user access, based on criteria.
    5. For the Criteria, add the field API Name, operator not equal to, with a value of null. This gives the guest user access to all components. 
    6. Select the guest user to share this rule with.
      1. Note: When you have more than one community, you will need to create a sharing rule for each site’s guest user.
    7. Click Save. You will get an email when the sharing rules are processed.

Creating and Configuring Components

Permission set: Forcivity Component Pack Admin

Description: Add admin users to give them access to the Saber app so they can create and edit components.

The permission set includes:
Assigned Apps 
fcComp.Forcivity (fcComp__Forcivity)

Object Settings

Apex Class Access
All Apex classes that start with fcCom. 
Examples: fcCom.ForcivityExceptionData, fcCom.RSS, fcCom.fcAlertConfigData, etc.

Custom Setting Definitions
fcCom.Help Welcome Mat

Tabs
Under the Object Settings, set the Admin and Component Pack tabs to Available and Visible.

Creating and Configuring Components

While most of the components within Saber are just drag and drop, the following components need additional configuration work.

  • Changes made to configurations immediately update the component when the component is saved. That is why we recommend testing changes in a sandbox and deploying the changes.
  • Blank fields are not shown unless a value is entered.
  • Best practice for URL links is to use relative links (e.g., /s/support) from community pages so you can move configurations between orgs. If you are linking to an external site, use an absolute link and open in a new window.

Lightning App Builder and Experience Builder

Use the configurations to drive the community components:

  • Once you drop the component on the page, you then can select the configuration.
  • If you make changes to the configuration, just refresh the page.
  • Configurations are re-usable with the Lightning App Builder or Experience Builder.

Testing and Deploying Components

While most of the components within Saber are just drag and drop, the following components need additional configuration work.

  • Use a sandbox to test your component configurations.
  • When deploying, the community pages can be deployed via a changeset.
  • The component configurations can be exported and then imported into your production org.

Additional Resources