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Technical requirements and installation

This page provides details around the technical requirements of Komodo Care Connect. To ensure an optimal experience with the product, these requirements must be met.

Note

For a list of browsers that support Komodo Care Connect, reference Salesforce's documentation on Supported Browsers and Devices for Lighting Experience. Komodo Health recommends using Google Chrome.

Salesforce requirements

First, in order for Komodo Care Connect to be installed, users must be provisioned with the correct Salesforce edition where several Salesforce features are enabled.

Required Salesforce edition

The Salesforce edition must be one of these types:

  • Enterprise Edition

  • Unlimited Edition

Required features

The following optional Salesforce features must be available and enabled:

Note

On your behalf, Komodo Health's delivery team will perform all of the steps necessary to prepare for the installation of Komodo Care Connect in your Salesforce environment. You do not need to complete the following steps.

  • In the Salesforce environment, install Health Cloud.

  • On the Account object, ensure that there is at least one record type.

  • On both the Account object and the Case object, activate Field History Tracking and remove all fields from being tracked.

  • In Sharing Settings, under the Organization-Wide Defaults section, ensure that both the Default Internal Access column and the Default External Access column for the Contact object are set to Controlled By Parent while those for the Account object are set to Private.

  • In Person Accounts, enable Person Accounts.

  • In Translation Language Settings, enable the Translation Workbench functionality.

  • In Data Protection and Privacy, set Make data protection details available in records to true.

  • In State and Country/Territory Picklists, ensure that United States is active.

  • In Deliverability, under the Access to Send Email (All Email Services) section, set the Access Level of to All email.

  • Ensure that in Email-to-Case, under the Settings section, Enable Email-to-Case is set to true.

  • Ensure that in Notes Settings, Enable Notes is set to true.

  • Ensure that in User Interface, under the Name Settings section, both Enable Middle Names for Person Names and Enable Name Suffixes for Person Names are set to true.

Installs and upgrades

After all of the Salesforce features necessary for Komodo Care Connect to function have been enabled, you can use the Komodo Install Service to install and upgrade the Komodo Care Connect product in your Salesforce environment.

To install or upgrade Komodo Care Connect:

  1. Navigate to the Komodo Install Service at https://install.komodohealth.com.

  2. Click the Komodo Care Connect tab and then the Komodo Care Connect card inside. The installation page of the latest Komodo Care Connect version will appear.

    PSP_InstallSteps.png

    1. For all installs and upgrades:

      1. Click Install and then Log In to Start Pre-Install Validation.

      2. Complete the steps to log into the Salesforce environment that you want to install or upgrade Komodo Care Connect in.

    2. For new installations, also:

      1. Click Setup and then click Log In to Install.

      2. Complete the steps to log into the Salesforce environment that you want to install Komodo Care Connect for the first time in.

    Warning

    If you are using the Komodo Install Service for the first time in your Salesforce environment to install or upgrade the Komodo Care Connect product, you will be asked to grant the Komodo Install Service access to the following items. Click Allow to proceed with the installation or upgrade.

    • Access the identity URL service

    • Manage user data via APIs

    • Manage user data via Web browsers

    • Access Connect REST API resources

    • Access Visualforce applications

    • Access unique user identifiers

    • Access custom permissions

    • Access Analytics REST API resources

    • Access Analytics REST API Charts Geodata resources

    • Manage hub connections

    • Manage Pardot services

    • Access Lightning applications

    • Access content resources

    • Manage Data Cloud Ingestion API data

    • Manage Data Cloud profile data

    • Perform ANSI SQL queries on Data Cloud data

    • Access chatbot services

    • Perform segmentation on Data Cloud data

    • Manage Data Cloud Identity Resolution

    • Access Headless Forgot Password API

    • Manage Data Cloud Calculated Insight data

    • Access Headless Registration API

    • Access Interaction API resources

    • Access all Data Cloud API resources

    • Access Einstein GPT services

    • Access Headless Passwordless Login API

    • Perform requests at any time

Post-installation steps

Upon the initial installation of the Komodo Care Connect product, you will also need to complete the following steps to ensure that all Komodo Care Connect features function as expected. You only need to perform these steps once. You do not have to perform these steps again when you upgrade to a newer version of the product.

Translate Care Map subtab

Upon initial installation of the Komodo Care Connect application, the Care Map subtab may not automatically translate from "Household" to "Care Map." This is because translations need to be deployed with the component they are translating, which cannot be done while Health Cloud is being installed. For more information, reference Salesforce's article on deploying translated terms to another instance via change sets.

To manually set the translation from "Household" to "Care Map":

  1. In Setup, navigate to Custom Labels.

  2. Find and click the Tab_Household custom label record.

  3. Under Packaged Translations, ensure that English is listed. If English is not listed, create a new local translation for the subtab label:

    1. Click New Local Translations / Overrides.

    2. Set the Language to English.

    3. Set the Translation Text to Care Map.

    4. Click Save.

Enable "Fax" as a Case Origin picklist value on Case records

Due to a known issue in Salesforce, the Fax picklist value will be deployed in your environment but not assigned on the Case Origin field to any Case record type. As a workaround, navigate to the Request (PJN_Request) record type on the Case object, as well as any other Case record type as appropriate, and enable Fax as a picklist value.

  1. In the Object Manager, search for and select Case.

  2. Click Record Types.

  3. Click the appropriate record type, such as Request.

  4. To the left of Case Origin, click Edit.

  5. Move "Fax" from Available Values to Selected Values.

  6. Click Save.

Activate "Open" and "Cancelled (Closed)" statuses on Case records

In Komodo Care Connect V1 out of the box, the only active picklist value in the Status field on Case records is Closed. To activate Open and Cancelled (Closed) and set Open as the default status when creating new Case records:

Note

While this issue only appears in Komodo Care Connect V1, you should still verify that the "Open" and "Cancelled (Closed)" picklist values are activated in Komodo Care Connect V2.

  1. In Setup, search for and select Support Processes.

  2. Click PJN_Care Plan Activity.

  3. Move Open and Cancelled (Closed) from Available Values to Selected Values.

  4. Set the Default to Open.

  5. Click Save.

User licensing and permissions

After Komodo Care Connect is installed, users must be provisioned with the main Salesforce license and the appropriate permission sets to use the product as expected.