Before you begin this setup:

1. The MindMatrix Managed package should be installed on the SFDC Environment.

2. A connection between MindMatrix and SFDC must be established.
   

Step 1: Remote Site Settings

In SFDC, go to 'Remote Site Settings' and add the MM Install URL.

Step 2: Trusted URLs

In SFDC, go to 'Trusted URLs' and add the MM Install URL. Ensure all checkboxes for CSP Directives are checked.

Step 3: App Launcher

From the App Launcher, search for the MM API Setting tab.

Step 4: API Settings Tab

Go to the API Settings tab:

• Install URL: Enter the MM Install URL, e.g., https://crm.amp.vg/

• Token (Developer Token): Enter the token provided by the MM Team.

• Save the settings.

After saving, you will be taken to the User Groups Settings tab. 

Internal User Sub Tab1

• Select an object: Select the Profile object.

• Select a field: Select the Name field.

• In the left input box, enter the user profile name (as seen in the screenshot below).

• In the right input box, the MM user group will automatically populate. Select the group you want to assign to this user profile.

• Note: If a profile is not defined here, the user will be assigned to the default Sales group in MM when they try to access MindMatrix.

• Save the settings.

To give access to Partner users, switch to the Partner User sub tab. 

Step 6: JWT Settings Tab

After saving, you will be taken to the JWT Settings tab. 

• The MindMatrix team will provide you with the elt_aes and elt_hs256 value 

Example :

<elt_aes>aabbbcc</elt_aes>

<elt_hs256>ddeeffgghhiijj</elt_hs256>

• Copy only the values inside the tags (e.g., aabbbcc), not the tags themselves.

• Save the settings.

Setup is now complete.