Upon completing the installation of the managed package for each environment (e.g. Staging, UAT and Production), please reach out to the Coro Team (Coro@Bain.com) to set up time for the final steps. The final steps should take 3-5 business days to authenticate.

To accelerate the deployment, please complete the following:

A Coro specific Authentication User for the environment you are testing:
This user account must have full read and write permissions. It is typically easiest to set up the user account as a “System Admin”. For security purposes, the Coro team will not have access to the account. Therefore, making a “System Admin” should not be a security concern

If you would like to limit the access of the Integration User profile:
The profile must have complete Read Access for the table below without arrows. And must have complete Read and Write Access for all the tables with arrows below.

If possible, an additional test login to the target salesforce instance for the Coro team to test the deployment. Once Coro has been tested, you can revoke the license for security purposes. Please ensure this profile has Sales Ops access enabled. For additional detail see Adding Sales Ops access in Coro.

Example:

1. Go to Settings
2. Search for Sites
3. Select Coro i-frame
4. Copy and paste the Site URL (see picture below)