Installing the Crystal managed package adds the components listed below to your Salesforce instance.
The Apex Classes manage the Custom Fields added to the supported entities (entities are listed below). It does this through the use of Apex Triggers that listen for the following actions:
- Creating an entity
- Updating an entity
- Deleting an entity
Requirements:
- Apex Classes
- Apex Triggers
Entities:
The package uses the following entities:
- Contact
- Lead
Component Types:
- Custom Fields
- Apex Classes
- Apex Triggers
- Connected App
- Remote Site
- Custom Setting
- Tab
- Visualforce Page
Custom Fields:
We add the following fields to the following entities:
- Contact:
-
- DISC Type
- DISC Archetype
- Lead:
- DISC Type
- DISC Archetype
Apex Classes:
These classes manage the custom fields in a Contact or Lead. It does not modify any other information in the customer’s system.
Apex Triggers:
These triggers help us keep custom fields up to date. The triggers are used for the following entities:
- Contact:
- On create
- On update
- On delete
- Lead:
- On create
- On update
- On delete
Remote Site:
Gives permission to call the Crystal API from the Apex Classes
Data Collection & Privacy:
This integration requires Crystal to collect and securely store Entity ID, First Name, Last Name, and Email fields from your CRM.
Please refer to Crystal's Privacy Policy for more information about our data collection and privacy efforts.