Installation & Configuration

Get the RDN package installed and configured in your Salesforce org.

Step 1: Install the Package

Installation Link

Navigate to this URL (you must be logged into Salesforce):

/packaging/installPackage.apexp?p0=04tfj0000008StZ

Package Installation Screen:

What's Included

The managed package includes:

• Custom Metadata Types (CMDTs) - For flexible configuration without code changes
• Apex Classes
  • RDNTriggerHandler - Main trigger handler logic
  • RDNAPIUtils - API utilities and payload building
  • Queueable Jobs - Async processing jobs
• Example Triggers - Ready-to-use implementations for Lead/Contact

tip

Install to a Sandbox first for testing before deploying to Production.

Step 2: Configure Metadata

The integration is completely configurable through Custom Metadata Types (CMDTs). You'll create and configure these four main types:

Metadata Type	Purpose
RDN API Configuration	Defines which Salesforce object to monitor and how
RDN API Input Field	Maps Salesforce fields to API request parameters
RDN API Provider	Stores API endpoint details and credentials
RDN Field Update	Maps API response fields back to Salesforce

Metadata Configuration Screen

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Next Steps

• Detailed Metadata Setup - Configure each metadata type with field-by-field guidance
• Add Triggers - Implement triggers on your Salesforce objects
• Remote Sites - Allow Salesforce to call RDN APIs