### Getting Started

Align.ly Beacon

### Getting Started

Align.ly Beacon

- ## 1.) Install the managed "Align.ly Beacon" package from the Salesforce AppExchange

1. Go to the Align.ly Beacon listing on the Salesforce AppExchange: [Align.ly Beacon AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=f5e7b659-8837-44bc-9490-54dd5faf43ab)
2. Click...
   
   1. For Production: "Get It Now"
   2. For Sandbox: "Try It"

4. When installing, select "Install for Admins Only" then click "Install".
5. **IMPORTANT**
   
   1. After installing, go to the Align.ly Beacon tab in Salesforce by clicking on the App Launcher (9 dots) and searching "Align.ly Beacon". This loads the default settings.

- ## 2.) Assign Permission Sets

### Understanding the Align.ly Beacon Permission Sets

- Align.ly Beacon includes **two permission sets** that should be assigned to Salesforce users:
  - **Align.ly Beacon Admin**
  - **Align.ly Beacon User**
- **Align.ly Beacon Admin** is for admins who configure the app, including:
  - Global Settings
  - Dashboard filters
  - Business Hours Mapping
  - Creating Motions and Actions
- **Align.ly Beacon User** is for non-admin users who need read-only access:
  - Can view and interact with the Align.ly Beacon dashboard
  - Cannot change configuration or app settings

### Assign a Permission Set in Salesforce

01. Go to **Setup**.

02. In the **Quick Find** box, type **Permission Sets**.

03. You will see two Align.ly Beacon permission sets:
   - **Align.ly Beacon Admin**
   - **Align.ly Beacon User**
04. Click the permission set you want to assign.

05. Click **Manage Assignments**.

06. Click **Add Assignment**.

07. Select the user(s) you want to assign the permission set to.

08. Click **Next**.

09. Choose **No expiration date**.

10. Click **Assign**.

- ## 3.) Update Campaign Page Layout

In this step, we are going to make three modifications to your Campaign Lightning Record Page Layout(s): Add a tab for **Align.ly Beacon**, add the **Align.ly Beacon Dashboard** lightning component to the tab, and add the **Align.ly Beacon Recalc Campaign** button.

### Navigate to your Campaign Lightning Record Page Layout

1. In Salesforce, go to **Setup**.
2. Click on **Object Manager**
3. Click on **Campaign**
4. Click on **Lightning Record Pages**
5. Click into the Lightning Record Page in use and then click the **Edit** button.

NOTE: If you do not have a Campaign Lightning Record Page, you will need to create a new **Record Page**. We recommend using the **Grouped Header and One Region** layout template.

### Adding a Tab

1. On the **Lightning Record Page**, click into the existing tabs (most likely "Related" and "Details").

2. In the right sidebar, click **Add Tab**.

3. Click on the newly created tab and under **Tab Label** select **Custom**.

4. Type "Align.ly Beacon" into the **Custom Label**
5. Click **Done**

### Adding the Align.ly Beacon lightning component

1. On the **Lightning Record Page**, click into the **Align.ly Beacon tab** you just created.

2. In the left sidebar under **Components**, search **Align.ly Beacon Dashboard**.

3. Drag the **Align.ly Beacon Dashboard** component into the **Align.ly Beacon** tab.

### Adding the Align.ly Beacon Recalc Campaign button

1. On the **Lightning Record Page**, click into the **Header (Highlights Panel) section** with buttons.

2. In the right panel, click **Add Action**.

3. In **Actions**, select **Align.ly Beacon Recalc Campaign**
4. Click **Done**

**Save** your Lightning Record Page and you are done with this step!

- ## 4.) Update Campaign Member Page Layout

We recommend adding two sections to your Campaign Member page layout: **Align.ly Beacon Fields** and **Custom Align.ly Beacon Fields**

To update the Campaign Member page layout, follow these steps:

1. In Salesforce, go to **Setup**.

2. Click on **Object Manager**
3. Click on the **Campaign Member** object.

4. Click on **Page Layouts** (note you may need to update your Lightning page layout instead).

5. Add the **Sections** and **Fields** to the page layout as seen below (note you may not have the fields in the Custom Align.ly Beacon Fields section created yet).

7. Click **Save**.

- ## 5.) Enable Lightning Web Security

Align.ly Beacon's dashboard components use [Chart.js](https://www.chartjs.org/), which require **Lightning Web Security** to be enabled.

To check and/or enable Lightning Web Security, follow these steps:

1. In Salesforce, go to **Setup**.

2. In the Quick Find box, enter **Session** and then click on **Session Settings.**
3. In the Quick Find box, enter **Session** and then click on **Session Settings.**
4. On the Session Settings page, select **Use Lightning Web Security for Lightning web components and Aura components**.

6. Click **Save**.

NOTE: Refer to Salesforce's documentation on [When to Enable Lighting Web Security](https://developer.salesforce.com/docs/platform/lightning-components-security/guide/lws-when.html) for more information on enabling this feature.

- ## 6.) Configure Global Settings

Go to the [Global Settings](/content/docs/bcn/global-settings/index.html) page for detailed instructions.

- ## 7.) Configure Business Hours

Go to the [Business Hours](/content/docs/bcn/business-hours/index.html) page for detailed instructions.

- ## 8.) Configure Motions

Go to the [Motions](/content/docs/bcn/motions/index.html) page for detailed instructions.

- ## 9.) Configure Actions

Go to the [Actions](/content/docs/bcn/actions/index.html) page for detailed instructions.

- ## 10.) Activate Align.ly Beacon

To activate Align.ly Beacon, follow these steps:

1. In the App Launcher in Salesforce search for and click on **Align.ly Beacon**.

2. In the left panel toggle **Activate Align.ly Beacon** to **Active**.

- ## 11.) Run Align.ly Beacon Recalculate on Campaigns

For any existing Salesforce Campaigns that you would like to backfill with Align.ly Beacon data, you can run a "Recalculation" on the Salesforce Campaign.

To run a "Recalculation" on the Salesforce Campaign to backfill the Align.ly Beacon data, follow these steps:

1. Go to the **Salesforce Campaign** that you want to recalculate and backfill.

2. Click the **Align.ly Beacon Recalc Campaign** button (added to the page layout in Step #3 above).

After a couple minutes, you should see data in Align.ly Beacon for that Salesforce Campaign assuming Campaign Member records in the Campaign match the criteria of an Align.ly Beacon Motion.